NEWTON FAMILY PHYSICIANS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEWTON FAMILY PHYSICIANS PA PS PLAN
| Measure | Date | Value |
|---|
| 2015: NEWTON FAMILY PHYSICIANS PA PS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 28 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 8 |
| Total of all active and inactive participants | 2015-07-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 36 |
| Number of participants with account balances | 2015-07-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: NEWTON FAMILY PHYSICIANS PA PS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 7 |
| Total of all active and inactive participants | 2014-07-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 36 |
| Number of participants with account balances | 2014-07-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 1 |
| 2013: NEWTON FAMILY PHYSICIANS PA PS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 31 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 7 |
| Total of all active and inactive participants | 2013-07-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 38 |
| Number of participants with account balances | 2013-07-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: NEWTON FAMILY PHYSICIANS PA PS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 30 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 22 |
| Total of all active and inactive participants | 2012-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1 |
| Total participants | 2012-07-01 | 53 |
| Number of participants with account balances | 2012-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 13 |
| 2011: NEWTON FAMILY PHYSICIANS PA PS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 21 |
| Total of all active and inactive participants | 2011-07-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
| Total participants | 2011-07-01 | 52 |
| Number of participants with account balances | 2011-07-01 | 52 |
| 2009: NEWTON FAMILY PHYSICIANS PA PS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 21 |
| Total of all active and inactive participants | 2009-07-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
| Total participants | 2009-07-01 | 51 |
| Number of participants with account balances | 2009-07-01 | 51 |
| Measure | Date | Value |
|---|
| 2016 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $309,436 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $61,148 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $61,098 |
| Total plan assets at end of year | 2016-06-30 | $6,094,041 |
| Total plan assets at beginning of year | 2016-06-30 | $5,845,753 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $34,452 |
| Net income (gross income less expenses) | 2016-06-30 | $248,288 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $6,094,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $5,845,753 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $274,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $50 |
| 2015 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $499,774 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $25,550 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $25,550 |
| Total plan assets at end of year | 2015-06-30 | $5,845,753 |
| Total plan assets at beginning of year | 2015-06-30 | $5,371,529 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $174,790 |
| Net income (gross income less expenses) | 2015-06-30 | $474,224 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $5,845,753 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $5,371,529 |
| Assets. Value of participant loans | 2015-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $324,984 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $0 |
| 2014 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $1,159,160 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $1,082,244 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $1,081,969 |
| Total plan assets at end of year | 2014-06-30 | $5,371,529 |
| Total plan assets at beginning of year | 2014-06-30 | $5,294,613 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $275 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $884,160 |
| Net income (gross income less expenses) | 2014-06-30 | $76,916 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $5,371,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,294,613 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $275,000 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| 2013 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $909,929 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $500,220 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $500,000 |
| Total plan assets at end of year | 2013-06-30 | $5,294,613 |
| Total plan assets at beginning of year | 2013-06-30 | $4,884,904 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Other income received | 2013-06-30 | $709,929 |
| Net income (gross income less expenses) | 2013-06-30 | $409,709 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,294,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,884,904 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $220 |
| 2012 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $35,759 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $11,961 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $11,961 |
| Total plan assets at end of year | 2012-06-30 | $4,884,904 |
| Total plan assets at beginning of year | 2012-06-30 | $4,861,106 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Other income received | 2012-06-30 | $-264,241 |
| Net income (gross income less expenses) | 2012-06-30 | $23,798 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $4,884,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $4,861,106 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $300,000 |
| 2011 : NEWTON FAMILY PHYSICIANS PA PS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,359,579 |
| Total plan assets at end of year | 2011-06-30 | $4,861,106 |
| Total plan assets at beginning of year | 2011-06-30 | $3,501,527 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Other income received | 2011-06-30 | $1,159,579 |
| Net income (gross income less expenses) | 2011-06-30 | $1,359,579 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $4,861,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,501,527 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $200,000 |
| 2015: NEWTON FAMILY PHYSICIANS PA PS PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: NEWTON FAMILY PHYSICIANS PA PS PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: NEWTON FAMILY PHYSICIANS PA PS PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: NEWTON FAMILY PHYSICIANS PA PS PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: NEWTON FAMILY PHYSICIANS PA PS PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NEWTON FAMILY PHYSICIANS PA PS PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-832694 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-832694 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $5,475 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $5,475 | | Insurance broker organization code? | 3 | | Insurance broker name | JANNEY MONTGOMERY SCOTT LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-832694 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-832694 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $5,223 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $5,223 | | Insurance broker organization code? | 3 | | Insurance broker name | JANNEY MONTGOMERY SCOTT LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-832694 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-832694 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $300 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $300 | | Insurance broker organization code? | 3 | | Insurance broker name | JANNEY MONTGOMERY SCOTT LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-832694 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-832694 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $26,188 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $26,188 | | Insurance broker organization code? | 3 | | Insurance broker name | JANNEY MONTGOMERY SCOTT |
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