Plan Name | BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BUFFALO HEART GROUP, LLP |
Employer identification number (EIN): | 161318700 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about BUFFALO HEART GROUP, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1997-08-11 |
Company Identification Number: | 2170147 |
Legal Registered Office Address: |
3435 BAILEY AVENUE BUFFALO United States of America (USA) 14215 |
More information about BUFFALO HEART GROUP, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | KENNETH NYKIEL | |||
001 | 2014-01-01 | BRADLEY HALL | |||
001 | 2013-01-01 | BRADLEY HALL | |||
001 | 2012-01-01 | BRADLEY HALL | |||
001 | 2011-01-01 | BRADLEY HALL | |||
001 | 2010-01-01 | BRADLEY HALL | |||
001 | 2009-01-01 | JOSEPH L. GELORMINI, MD |
Measure | Date | Value |
---|---|---|
2016: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 88 |
Total of all active and inactive participants | 2016-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 88 |
Number of participants with account balances | 2016-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 32 |
Total of all active and inactive participants | 2015-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 125 |
Number of participants with account balances | 2015-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 33 |
Total of all active and inactive participants | 2014-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 127 |
Number of participants with account balances | 2014-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 36 |
Total of all active and inactive participants | 2013-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 124 |
Number of participants with account balances | 2013-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 109 |
Number of participants with account balances | 2012-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
Total of all active and inactive participants | 2011-01-01 | 104 |
Total participants | 2011-01-01 | 104 |
Number of participants with account balances | 2011-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 18 |
Total of all active and inactive participants | 2010-01-01 | 90 |
Total participants | 2010-01-01 | 90 |
Number of participants with account balances | 2010-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 9 |
2009: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
Total of all active and inactive participants | 2009-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 97 |
Number of participants with account balances | 2009-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2016 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,357,261 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,290,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,249,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $479,131 |
Value of total assets at end of year | 2016-12-31 | $12,662,491 |
Value of total assets at beginning of year | 2016-12-31 | $13,595,534 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,720 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $366,289 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,630 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-933,043 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,662,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,595,534 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $11,192 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,012,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,786,748 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,377,447 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,295,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,295,142 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $878,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $100,212 |
Employer contributions (assets) at end of year | 2016-12-31 | $27,347 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,249,584 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $29,528 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $245,460 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $513,644 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LUMSDEN MCCORMICK, LLP |
Accountancy firm EIN | 2016-12-31 | 160765486 |
2015 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $391,519 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $250,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $208,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $567,587 |
Value of total assets at end of year | 2015-12-31 | $13,595,534 |
Value of total assets at beginning of year | 2015-12-31 | $13,454,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $42,069 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $92,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $79,986 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $480,331 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,253 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $19,197 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $140,944 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,595,534 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,454,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $11,686 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,786,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,486,093 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,295,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,172,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,172,922 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-268,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $86,003 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $226,775 |
Income. Dividends from common stock | 2015-12-31 | $12,762 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $208,506 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $30,383 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $513,644 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $549,603 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LUMSDEN MCCORMICK, LLP |
Accountancy firm EIN | 2015-12-31 | 160765486 |
2014 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,597,971 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,445,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,403,884 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $857,613 |
Value of total assets at end of year | 2014-12-31 | $13,454,590 |
Value of total assets at beginning of year | 2014-12-31 | $13,302,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $41,721 |
Total interest from all sources | 2014-12-31 | $938 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $94,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $89,623 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $517,019 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $39,004 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $14,879 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $19,197 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $151,553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $152,366 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,454,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,302,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $11,410 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,486,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,280,783 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,172,922 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,131,412 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,131,412 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $938 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $630,072 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $301,590 |
Employer contributions (assets) at end of year | 2014-12-31 | $226,775 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $225,817 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $4,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,403,884 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $30,311 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $549,603 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $512,659 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LUMSDEN MCCORMICK, LLP |
Accountancy firm EIN | 2014-12-31 | 160765486 |
2013 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,722,251 |
Expenses. Total of all expenses incurred | 2013-12-31 | $344,461 |
Benefits paid (including direct rollovers) | 2013-12-31 | $273,257 |
Total plan assets at end of year | 2013-12-31 | $13,302,224 |
Total plan assets at beginning of year | 2013-12-31 | $10,924,434 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $522,539 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $18,842 |
Other income received | 2013-12-31 | $1,854,628 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $2,377,790 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,302,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,924,434 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $326,242 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $71,204 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $2,023,433 |
Expenses. Total of all expenses incurred | 2012-12-31 | $278,716 |
Benefits paid (including direct rollovers) | 2012-12-31 | $195,595 |
Total plan assets at end of year | 2012-12-31 | $10,924,434 |
Total plan assets at beginning of year | 2012-12-31 | $9,179,717 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $495,124 |
Other income received | 2012-12-31 | $1,004,255 |
Net income (gross income less expenses) | 2012-12-31 | $1,744,717 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,924,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,179,717 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $524,054 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $83,121 |
2011 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $639,209 |
Expenses. Total of all expenses incurred | 2011-12-31 | $93,994 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,175 |
Total plan assets at end of year | 2011-12-31 | $9,179,717 |
Total plan assets at beginning of year | 2011-12-31 | $8,634,502 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $465,332 |
Other income received | 2011-12-31 | $-319,421 |
Net income (gross income less expenses) | 2011-12-31 | $545,215 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,179,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,634,502 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $493,298 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $83,819 |
2010 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $2,043,045 |
Expenses. Total of all expenses incurred | 2010-12-31 | $180,490 |
Benefits paid (including direct rollovers) | 2010-12-31 | $133,486 |
Total plan assets at end of year | 2010-12-31 | $8,634,502 |
Total plan assets at beginning of year | 2010-12-31 | $6,771,947 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $426,787 |
Other income received | 2010-12-31 | $1,156,679 |
Net income (gross income less expenses) | 2010-12-31 | $1,862,555 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,634,502 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,771,947 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $459,579 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $47,004 |
2009 : BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BUFFALO HEART GROUP PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |