401k Plan data: CCS ONCOLOGY, P.C. 401(K) PLAN plan

CCS ONCOLOGY, P.C. 401(K) PLAN 401k Plan overview

Plan Name	CCS ONCOLOGY, P.C. 401(K) PLAN
Plan identification number	001

CCS ONCOLOGY, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CCS ONCOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CCS ONCOLOGY, P.C.

Employer identification number (EIN): 262899685

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CCS ONCOLOGY, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01 WON SAM YI 2021-05-19 WON SAM YI 2021-05-19
001 2019-01-01 WON SAM YI 2021-05-19 WON SAM YI 2021-05-19
001 2018-01-01 WON SAM YI 2021-05-19 WON SAM YI 2021-05-19
001 2017-01-01 MARK SCHLANT 2019-05-20 MARK SCHLANT 2019-05-20
001 2016-01-01 DAVID BONK DAVID BONK 2017-10-16
001 2016-01-01 DAVID BONK DAVID BONK 2018-01-08
001 2015-01-01 LISA EOANNOU LISA EOANNOU 2016-10-13
001 2014-01-01 LISA EOANNOU LISA EOANNOU 2015-10-15
001 2013-01-01 CHRIS JERZEWSKI 2014-09-29
001 2012-01-01 DR. WON SAM YI 2013-10-08
001 2011-01-01 WON SAM YI, MD 2012-07-17 WON SAM YI, MD 2012-07-17
001 2010-01-01 ANN MARIE KRAMER 2011-07-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01	WON SAM YI	2021-05-19	WON SAM YI	2021-05-19
001	2019-01-01	WON SAM YI	2021-05-19	WON SAM YI	2021-05-19
001	2018-01-01	WON SAM YI	2021-05-19	WON SAM YI	2021-05-19
001	2017-01-01	MARK SCHLANT	2019-05-20	MARK SCHLANT	2019-05-20
001	2016-01-01	DAVID BONK		DAVID BONK	2017-10-16
001	2016-01-01	DAVID BONK		DAVID BONK	2018-01-08
001	2015-01-01	LISA EOANNOU		LISA EOANNOU	2016-10-13
001	2014-01-01	LISA EOANNOU		LISA EOANNOU	2015-10-15
001	2013-01-01	CHRIS JERZEWSKI	2014-09-29
001	2012-01-01	DR. WON SAM YI	2013-10-08
001	2011-01-01	WON SAM YI, MD	2012-07-17	WON SAM YI, MD	2012-07-17
001	2010-01-01	ANN MARIE KRAMER	2011-07-04

Plan Statistics for CCS ONCOLOGY, P.C. 401(K) PLAN

401k plan membership statisitcs for CCS ONCOLOGY, P.C. 401(K) PLAN

Measure Date Value
2019: CCS ONCOLOGY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CCS ONCOLOGY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 154
Total of all active and inactive participants 2018-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 154
Number of participants with account balances 2018-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CCS ONCOLOGY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 273
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 77
Total of all active and inactive participants 2017-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 350
Number of participants with account balances 2017-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 29
2016: CCS ONCOLOGY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 293
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 58
Total of all active and inactive participants 2016-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 351
Number of participants with account balances 2016-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: CCS ONCOLOGY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 240
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 31
Total of all active and inactive participants 2015-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 271
Number of participants with account balances 2015-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: CCS ONCOLOGY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 183
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 21
Total of all active and inactive participants 2014-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 204
Number of participants with account balances 2014-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: CCS ONCOLOGY, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CCS ONCOLOGY, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	154
Total of all active and inactive participants	2018-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	154
Number of participants with account balances	2018-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CCS ONCOLOGY, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	273
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	77
Total of all active and inactive participants	2017-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	350
Number of participants with account balances	2017-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	29
2016: CCS ONCOLOGY, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	293
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	58
Total of all active and inactive participants	2016-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	351
Number of participants with account balances	2016-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: CCS ONCOLOGY, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	240
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	31
Total of all active and inactive participants	2015-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	271
Number of participants with account balances	2015-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: CCS ONCOLOGY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	183
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	21
Total of all active and inactive participants	2014-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	204
Number of participants with account balances	2014-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CCS ONCOLOGY, P.C. 401(K) PLAN

Measure	Date	Value
2019 : CCS ONCOLOGY, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$174,997
Total of all expenses incurred	2019-12-31	$1,804,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,764,231
Value of total assets at end of year	2019-12-31	$5,787
Value of total assets at beginning of year	2019-12-31	$1,634,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$4,495
Participant contributions at beginning of year	2019-12-31	$4,495
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-1,629,011
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,787
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,634,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$39,777
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,577,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$51,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$174,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,764,231
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FREED MAXICK CPA'S P.C.
Accountancy firm EIN	2019-12-31	454051133
2018 : CCS ONCOLOGY, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$188,565
Total of all expenses incurred	2018-12-31	$5,475,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,337,077
Expenses. Certain deemed distributions of participant loans	2018-12-31	$91,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$238,989
Value of total assets at end of year	2018-12-31	$1,634,798
Value of total assets at beginning of year	2018-12-31	$6,921,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,764
Total interest from all sources	2018-12-31	$196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$104,510
Participant contributions at beginning of year	2018-12-31	$25,925
Participant contributions at end of year	2018-12-31	$4,495
Participant contributions at beginning of year	2018-12-31	$1,785
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$134,479
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,287,162
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,634,798
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,921,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$46,764
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,577,861
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,457,868
Interest on participant loans	2018-12-31	$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$51,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$436,382
Net investment gain/loss from pooled separate accounts	2018-12-31	$-50,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,337,077
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FREED MAXICK CPAS P.C.
Accountancy firm EIN	2018-12-31	454051133
2017 : CCS ONCOLOGY, P.C. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,044,191
Total of all expenses incurred	2017-12-31	$1,956,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,879,051
Expenses. Certain deemed distributions of participant loans	2017-12-31	$26,845
Value of total corrective distributions	2017-12-31	$15,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,056,987
Value of total assets at end of year	2017-12-31	$6,921,960
Value of total assets at beginning of year	2017-12-31	$6,833,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,526
Total interest from all sources	2017-12-31	$1,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$996,341
Participant contributions at end of year	2017-12-31	$25,925
Participant contributions at beginning of year	2017-12-31	$48,552
Participant contributions at end of year	2017-12-31	$1,785
Participant contributions at beginning of year	2017-12-31	$58,417
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$60,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$88,174
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,921,960
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,833,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,457,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,205,435
Interest on participant loans	2017-12-31	$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$436,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$521,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$985,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,879,051
Contract administrator fees	2017-12-31	$34,526
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FREED MAXICK CPA'S P.C.
Accountancy firm EIN	2017-12-31	454051133
2016 : CCS ONCOLOGY, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,337,381
Total of all expenses incurred	2016-12-31	$775,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$766,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,857,792
Value of total assets at end of year	2016-12-31	$6,833,786
Value of total assets at beginning of year	2016-12-31	$5,272,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,069
Total interest from all sources	2016-12-31	$1,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,313,638
Participant contributions at end of year	2016-12-31	$48,552
Participant contributions at beginning of year	2016-12-31	$26,170
Participant contributions at end of year	2016-12-31	$58,417
Participant contributions at beginning of year	2016-12-31	$54,711
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$544,154
Other income not declared elsewhere	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	$1,561,465
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,833,786
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,272,321
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,205,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,870,839
Interest on participant loans	2016-12-31	$1,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$521,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$320,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$478,455
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
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	$766,847
Contract administrator fees	2016-12-31	$9,069
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
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	FREED MAXICK CPA'S P.C.
Accountancy firm EIN	2016-12-31	454051133
2015 : CCS ONCOLOGY, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,121,097
Total of all expenses incurred	2015-12-31	$281,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$268,356
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,171,564
Value of total assets at end of year	2015-12-31	$5,272,321
Value of total assets at beginning of year	2015-12-31	$4,432,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,483
Total interest from all sources	2015-12-31	$959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,133,522
Participant contributions at end of year	2015-12-31	$26,170
Participant contributions at beginning of year	2015-12-31	$28,559
Participant contributions at end of year	2015-12-31	$54,711
Participant contributions at beginning of year	2015-12-31	$29,166
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$33,652
Other income not declared elsewhere	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$839,465
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,272,321
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,432,856
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,870,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,729,008
Interest on participant loans	2015-12-31	$959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$233,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$233,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$320,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-51,426
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,390
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$412,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$268,356
Contract administrator fees	2015-12-31	$7,483
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
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	FREED MAXICK CPA'S P.C.
Accountancy firm EIN	2015-12-31	454051133
2014 : CCS ONCOLOGY, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,656,056
Total of all expenses incurred	2014-12-31	$591,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$568,616
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,470,797
Value of total assets at end of year	2014-12-31	$4,432,856
Value of total assets at beginning of year	2014-12-31	$3,368,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,290
Total interest from all sources	2014-12-31	$736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$827,175
Participant contributions at end of year	2014-12-31	$28,559
Participant contributions at beginning of year	2014-12-31	$10,725
Participant contributions at end of year	2014-12-31	$29,166
Participant contributions at beginning of year	2014-12-31	$100
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$231,452
Other income not declared elsewhere	2014-12-31	$192
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
Value of net income/loss	2014-12-31	$1,064,179
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,432,856
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,368,677
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
Investment advisory and management fees	2014-12-31	$19,990
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,729,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,191,614
Interest on participant loans	2014-12-31	$736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$233,953
Net gain/loss from 103.12 investment entities	2014-12-31	$184,331
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
Contributions received in cash from employer	2014-12-31	$412,170
Employer contributions (assets) at end of year	2014-12-31	$412,170
Employer contributions (assets) at beginning of year	2014-12-31	$166,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$568,616
Contract administrator fees	2014-12-31	$1,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
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
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	FREED MAXICK CPA'S P.C.
Accountancy firm EIN	2014-12-31	454051133

Form 5500 Responses for CCS ONCOLOGY, P.C. 401(K) PLAN

2019: CCS ONCOLOGY, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CCS ONCOLOGY, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CCS ONCOLOGY, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CCS ONCOLOGY, P.C. 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CCS ONCOLOGY, P.C. 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CCS ONCOLOGY, P.C. 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342761-000

Policy instance

Insurance contract or identification number	342761-000
Number of Individuals Covered	18
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342761-000

Policy instance

Insurance contract or identification number	342761-000
Number of Individuals Covered	197
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,651
Total amount of fees paid to insurance company	USD $3,404
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342761-000

Policy instance

Insurance contract or identification number	342761-000
Number of Individuals Covered	202
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $41,411
Total amount of fees paid to insurance company	USD $2,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,411
Insurance broker organization code?	3
Amount paid for insurance broker fees	2116
Insurance broker name	ACTUARIAL CONSULTING SERVICES INC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CCS ONCOLOGY, P.C.
Employer identification number (EIN):	262899685
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)