Logo

FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN
Plan identification number 004

FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS 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
  • 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.
  • 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

FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. has sponsored the creation of one or more 401k plans.

Company Name:FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD.
Employer identification number (EIN):363138920
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01AKHILESWARI YESHWANT2017-10-11
0042016-01-01AKHILESWARI YESHWANT2017-07-12
0042015-01-01AKHILESWARI YESHWANT2016-06-16
0042014-01-01AKHILESWARI YESHWANT2015-07-28
0042013-01-01AKHILESWARI YESHWANT2014-04-18
0042012-01-01AKHILESWARI YESHWANT2013-09-10
0042011-01-01AKHILESWARI YESHWANT2012-07-18
0042009-01-01AKHILESWARI YESHWANT

Plan Statistics for FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2009: FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Number of participants with account balances2009-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2010 : FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$547,054
Expenses. Total of all expenses incurred2010-12-31$11,961
Benefits paid (including direct rollovers)2010-12-31$11,961
Total plan assets at end of year2010-12-31$3,793,650
Total plan assets at beginning of year2010-12-31$3,258,557
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$137,153
Other income received2010-12-31$144,312
Net income (gross income less expenses)2010-12-31$535,093
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,793,650
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,258,557
Assets. Value of participant loans2010-12-31$17,666
Total contributions received or receivable from employer(s)2010-12-31$265,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS 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 FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS PLAN

2009: FOX VALLEY HEMATOLOGY AND ONCOLOGY, LTD. 401K RETIREMENT SAVINGS 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberP03471
Policy instance 1
Insurance contract or identification numberP03471
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17954
Policy instance 2
Insurance contract or identification number17954
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,617
Total amount of fees paid to insurance companyUSD $1,893
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 $13,617
Insurance broker organization code?3
Amount paid for insurance broker fees1893
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
Insurance broker nameHUNTER BENEFITS CONSULTING GROUP

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1