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YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameYORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN
Plan identification number 001

YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YORKTOWNE UROLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:YORKTOWNE UROLOGY, P.C.
Employer identification number (EIN):232540587
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GLORIA D. NOONAN2023-10-10
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDGAR BASELLI, MD2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01EDGAR C. BASELLI
0012013-01-01CLYDE A. STRANG, M.D.
0012012-01-01CLYDE A. STRANG, M.D.
0012011-01-01CLYDE A. STRANG, M.D.
0012010-01-01CLYDE A. STRANG, M.D.
0012009-01-01CLYDE A. STRANG, M.D.

Plan Statistics for YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN

Measure Date Value
2021: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0151
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0152
Number of participants with account balances2021-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0148
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0151
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0148
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0124
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN

Measure Date Value
2021 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$964,137
Expenses. Total of all expenses incurred2021-12-31$162,042
Benefits paid (including direct rollovers)2021-12-31$130,397
Total plan assets at end of year2021-12-31$6,960,905
Total plan assets at beginning of year2021-12-31$6,158,810
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$107,708
Other income received2021-12-31$722,235
Net income (gross income less expenses)2021-12-31$802,095
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,960,905
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,158,810
Total contributions received or receivable from employer(s)2021-12-31$134,194
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,645
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,090,498
Expenses. Total of all expenses incurred2020-12-31$51,760
Benefits paid (including direct rollovers)2020-12-31$27,630
Total plan assets at end of year2020-12-31$6,158,810
Total plan assets at beginning of year2020-12-31$5,120,072
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$130,402
Other income received2020-12-31$751,881
Net income (gross income less expenses)2020-12-31$1,038,738
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,158,810
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,120,072
Total contributions received or receivable from employer(s)2020-12-31$208,215
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$24,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,105,196
Expenses. Total of all expenses incurred2019-12-31$126,721
Benefits paid (including direct rollovers)2019-12-31$105,678
Total plan assets at end of year2019-12-31$5,120,072
Total plan assets at beginning of year2019-12-31$4,141,597
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$115,060
Other income received2019-12-31$797,259
Net income (gross income less expenses)2019-12-31$978,475
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,120,072
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,141,597
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$73,170
Total contributions received or receivable from employer(s)2019-12-31$192,877
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$143,714
Expenses. Total of all expenses incurred2018-12-31$2,605,202
Benefits paid (including direct rollovers)2018-12-31$2,570,013
Total plan assets at end of year2018-12-31$4,141,597
Total plan assets at beginning of year2018-12-31$6,603,085
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$106,533
Contributions received from other sources (not participants or employers)2018-12-31$24,293
Other income received2018-12-31$-147,679
Net income (gross income less expenses)2018-12-31$-2,461,488
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,141,597
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,603,085
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$79,032
Total contributions received or receivable from employer(s)2018-12-31$160,567
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$35,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,184,572
Expenses. Total of all expenses incurred2017-12-31$376,348
Benefits paid (including direct rollovers)2017-12-31$337,125
Total plan assets at end of year2017-12-31$6,603,085
Total plan assets at beginning of year2017-12-31$5,794,861
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$124,973
Other income received2017-12-31$879,836
Net income (gross income less expenses)2017-12-31$808,224
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,603,085
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,794,861
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$5,861
Total contributions received or receivable from employer(s)2017-12-31$179,763
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$39,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$693,841
Expenses. Total of all expenses incurred2016-12-31$113,516
Benefits paid (including direct rollovers)2016-12-31$79,237
Total plan assets at end of year2016-12-31$5,794,861
Total plan assets at beginning of year2016-12-31$5,214,536
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$131,584
Other income received2016-12-31$377,206
Net income (gross income less expenses)2016-12-31$580,325
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,794,861
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,214,536
Total contributions received or receivable from employer(s)2016-12-31$185,051
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$34,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$250,928
Expenses. Total of all expenses incurred2015-12-31$2,059,465
Benefits paid (including direct rollovers)2015-12-31$2,016,992
Total plan assets at end of year2015-12-31$5,214,536
Total plan assets at beginning of year2015-12-31$7,023,073
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$124,676
Other income received2015-12-31$-61,463
Net income (gross income less expenses)2015-12-31$-1,808,537
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,214,536
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,023,073
Total contributions received or receivable from employer(s)2015-12-31$187,715
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$42,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$628,438
Expenses. Total of all expenses incurred2014-12-31$68,467
Benefits paid (including direct rollovers)2014-12-31$24,233
Total plan assets at end of year2014-12-31$7,023,073
Total plan assets at beginning of year2014-12-31$6,463,102
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$123,950
Contributions received from other sources (not participants or employers)2014-12-31$5,472
Other income received2014-12-31$277,443
Net income (gross income less expenses)2014-12-31$559,971
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,023,073
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,463,102
Total contributions received or receivable from employer(s)2014-12-31$221,573
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$44,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,253,368
Expenses. Total of all expenses incurred2013-12-31$59,440
Benefits paid (including direct rollovers)2013-12-31$21,652
Total plan assets at end of year2013-12-31$6,463,102
Total plan assets at beginning of year2013-12-31$5,269,174
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$119,391
Contributions received from other sources (not participants or employers)2013-12-31$28,761
Other income received2013-12-31$908,516
Net income (gross income less expenses)2013-12-31$1,193,928
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,463,102
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,269,174
Total contributions received or receivable from employer(s)2013-12-31$196,700
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$37,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$833,793
Expenses. Total of all expenses incurred2012-12-31$65,931
Benefits paid (including direct rollovers)2012-12-31$32,989
Total plan assets at end of year2012-12-31$5,269,174
Total plan assets at beginning of year2012-12-31$4,501,312
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$90,798
Contributions received from other sources (not participants or employers)2012-12-31$2,389
Other income received2012-12-31$559,564
Net income (gross income less expenses)2012-12-31$767,862
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,269,174
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,501,312
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$4,251
Total contributions received or receivable from employer(s)2012-12-31$181,042
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$32,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$132,956
Expenses. Total of all expenses incurred2011-12-31$38,523
Benefits paid (including direct rollovers)2011-12-31$7,497
Total plan assets at end of year2011-12-31$4,501,312
Total plan assets at beginning of year2011-12-31$4,406,879
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$91,234
Other income received2011-12-31$-127,444
Net income (gross income less expenses)2011-12-31$94,433
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,501,312
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,406,879
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$4,251
Total contributions received or receivable from employer(s)2011-12-31$169,166
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$31,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$730,012
Expenses. Total of all expenses incurred2010-12-31$567,640
Benefits paid (including direct rollovers)2010-12-31$537,874
Total plan assets at end of year2010-12-31$4,406,879
Total plan assets at beginning of year2010-12-31$4,244,507
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$88,159
Other income received2010-12-31$480,781
Net income (gross income less expenses)2010-12-31$162,372
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,406,879
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,244,507
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$5,738
Total contributions received or receivable from employer(s)2010-12-31$161,072
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$29,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN

2021: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: YORKTOWNE UROLOGY, P.C. PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,103
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,159
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,159
Insurance broker organization code?3
Insurance broker nameLYNCH/MOHN/STEIN/DAMIEN/DIANA/BRAD
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,801
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,801
Insurance broker organization code?3
Insurance broker nameSTEIN/MOHN / LYNCH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,760
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,760
Insurance broker organization code?3
Insurance broker nameSTEIN/MOHN / LYNCH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,650
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,650
Insurance broker organization code?4
Insurance broker nameLINSCO PRIVATE LEDGER CORP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800311
Policy instance 1
Insurance contract or identification numberGA-800311
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,625
Insurance broker organization code?4
Insurance broker nameLINSCO PRIVATE LEDGER CORP

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