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NORTHTOWNS CARDIOLOGY, PLLC 401k Plan overview

Plan NameNORTHTOWNS CARDIOLOGY, PLLC
Plan identification number 001

NORTHTOWNS CARDIOLOGY, PLLC 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
  • 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.

401k Sponsoring company profile

NORTHTOWNS CARDIOLOGY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NORTHTOWNS CARDIOLOGY, PLLC
Employer identification number (EIN):451765093
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NORTHTOWNS CARDIOLOGY, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2011-04-12
Company Identification Number: 4080450
Legal Registered Office Address: 5530 SHERIDAN DR STE 2
Erie
WILLIAMSVILLE
United States of America (USA)
14221

More information about NORTHTOWNS CARDIOLOGY, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHTOWNS CARDIOLOGY, PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DENNIS CHUGH DENNIS CHUGH2019-06-22
0012017-01-01DENNIS CHUGH DENNIS CHUGH2018-07-19
0012016-01-01DENNIS CHUGH DENNIS CHUGH2017-07-19
0012015-01-01DENNIS CHUGH DENNIS CHUGH2016-07-22
0012014-01-01PETER HOLDSWORTH PETER HOLDSWORTH2015-07-17
0012013-01-01PETER HOLDSWORTH PETER HOLDSWORTH2014-07-15
0012012-01-01DENNIS CHUGH DENNIS CHUGH2013-07-11
0012011-01-01NORTHTOWNS CARDIOLOGY2012-07-26

Plan Statistics for NORTHTOWNS CARDIOLOGY, PLLC

401k plan membership statisitcs for NORTHTOWNS CARDIOLOGY, PLLC

Measure Date Value
2022: NORTHTOWNS CARDIOLOGY, PLLC 2022 401k membership
Total participants, beginning-of-year2022-01-0155
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0157
Number of participants with account balances2022-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHTOWNS CARDIOLOGY, PLLC 2021 401k membership
Total participants, beginning-of-year2021-01-0161
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0172
Number of participants with account balances2021-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: NORTHTOWNS CARDIOLOGY, PLLC 2020 401k membership
Total participants, beginning-of-year2020-01-0149
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0151
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: NORTHTOWNS CARDIOLOGY, PLLC 2019 401k membership
Total participants, beginning-of-year2019-01-0140
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0140
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NORTHTOWNS CARDIOLOGY, PLLC 2018 401k membership
Total participants, beginning-of-year2018-01-0140
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTHTOWNS CARDIOLOGY, PLLC 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0140
Total participants2017-01-0140
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: NORTHTOWNS CARDIOLOGY, PLLC 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: NORTHTOWNS CARDIOLOGY, PLLC 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHTOWNS CARDIOLOGY, PLLC 2014 401k membership
Total participants, beginning-of-year2014-01-0132
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: NORTHTOWNS CARDIOLOGY, PLLC 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0131
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 participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NORTHTOWNS CARDIOLOGY, PLLC 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0128
Total participants2012-01-0128
Number of participants with account balances2012-01-0123

Financial Data on NORTHTOWNS CARDIOLOGY, PLLC

Measure Date Value
2022 : NORTHTOWNS CARDIOLOGY, PLLC 2022 401k financial data
Total income from all sources2022-12-31$-830,070
Expenses. Total of all expenses incurred2022-12-31$71,396
Benefits paid (including direct rollovers)2022-12-31$71,396
Total plan assets at end of year2022-12-31$3,745,464
Total plan assets at beginning of year2022-12-31$4,646,930
Value of fidelity bond covering the plan2022-12-31$400,000
Total contributions received or receivable from participants2022-12-31$150,727
Other income received2022-12-31$-1,073,280
Net income (gross income less expenses)2022-12-31$-901,466
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,745,464
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,646,930
Assets. Value of participant loans2022-12-31$28,464
Total contributions received or receivable from employer(s)2022-12-31$92,483
2021 : NORTHTOWNS CARDIOLOGY, PLLC 2021 401k financial data
Total income from all sources2021-12-31$803,568
Expenses. Total of all expenses incurred2021-12-31$73,035
Benefits paid (including direct rollovers)2021-12-31$73,035
Total plan assets at end of year2021-12-31$4,646,930
Total plan assets at beginning of year2021-12-31$3,916,397
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$148,907
Other income received2021-12-31$573,700
Net income (gross income less expenses)2021-12-31$730,533
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,646,930
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,916,397
Assets. Value of participant loans2021-12-31$12,030
Total contributions received or receivable from employer(s)2021-12-31$80,961
2020 : NORTHTOWNS CARDIOLOGY, PLLC 2020 401k financial data
Total income from all sources2020-12-31$1,107,210
Expenses. Total of all expenses incurred2020-12-31$110,523
Benefits paid (including direct rollovers)2020-12-31$110,523
Total plan assets at end of year2020-12-31$3,916,397
Total plan assets at beginning of year2020-12-31$2,919,710
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$152,853
Other income received2020-12-31$868,277
Net income (gross income less expenses)2020-12-31$996,687
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,916,397
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,919,710
Assets. Value of participant loans2020-12-31$21,894
Total contributions received or receivable from employer(s)2020-12-31$86,080
2019 : NORTHTOWNS CARDIOLOGY, PLLC 2019 401k financial data
Total income from all sources2019-12-31$921,314
Expenses. Total of all expenses incurred2019-12-31$209,584
Benefits paid (including direct rollovers)2019-12-31$209,584
Total plan assets at end of year2019-12-31$2,919,710
Total plan assets at beginning of year2019-12-31$2,207,980
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$193,873
Other income received2019-12-31$634,701
Net income (gross income less expenses)2019-12-31$711,730
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,919,710
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,207,980
Assets. Value of participant loans2019-12-31$26,372
Total contributions received or receivable from employer(s)2019-12-31$92,740
2018 : NORTHTOWNS CARDIOLOGY, PLLC 2018 401k financial data
Total income from all sources2018-12-31$183,272
Expenses. Total of all expenses incurred2018-12-31$75,988
Benefits paid (including direct rollovers)2018-12-31$75,988
Total plan assets at end of year2018-12-31$2,207,980
Total plan assets at beginning of year2018-12-31$2,100,696
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$159,252
Other income received2018-12-31$-106,195
Net income (gross income less expenses)2018-12-31$107,284
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,207,980
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,100,696
Assets. Value of participant loans2018-12-31$30,710
Total contributions received or receivable from employer(s)2018-12-31$130,215
2017 : NORTHTOWNS CARDIOLOGY, PLLC 2017 401k financial data
Total income from all sources2017-12-31$513,053
Expenses. Total of all expenses incurred2017-12-31$33,224
Benefits paid (including direct rollovers)2017-12-31$33,224
Total plan assets at end of year2017-12-31$2,100,696
Total plan assets at beginning of year2017-12-31$1,620,867
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$116,176
Other income received2017-12-31$296,523
Net income (gross income less expenses)2017-12-31$479,829
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,100,696
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,620,867
Assets. Value of participant loans2017-12-31$24,829
Total contributions received or receivable from employer(s)2017-12-31$100,354
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : NORTHTOWNS CARDIOLOGY, PLLC 2016 401k financial data
Total income from all sources2016-12-31$383,974
Expenses. Total of all expenses incurred2016-12-31$38,340
Benefits paid (including direct rollovers)2016-12-31$38,340
Total plan assets at end of year2016-12-31$1,620,867
Total plan assets at beginning of year2016-12-31$1,275,233
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$102,072
Other income received2016-12-31$142,914
Net income (gross income less expenses)2016-12-31$345,634
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,620,867
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,275,233
Assets. Value of participant loans2016-12-31$20,080
Total contributions received or receivable from employer(s)2016-12-31$138,988
2015 : NORTHTOWNS CARDIOLOGY, PLLC 2015 401k financial data
Total income from all sources2015-12-31$243,494
Expenses. Total of all expenses incurred2015-12-31$12,155
Benefits paid (including direct rollovers)2015-12-31$12,155
Total plan assets at end of year2015-12-31$1,275,233
Total plan assets at beginning of year2015-12-31$1,043,894
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$90,832
Other income received2015-12-31$-4,569
Net income (gross income less expenses)2015-12-31$231,339
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,275,233
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,043,894
Assets. Value of participant loans2015-12-31$1,991
Total contributions received or receivable from employer(s)2015-12-31$157,231
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : NORTHTOWNS CARDIOLOGY, PLLC 2014 401k financial data
Total income from all sources2014-12-31$287,409
Expenses. Total of all expenses incurred2014-12-31$165,441
Benefits paid (including direct rollovers)2014-12-31$165,441
Total plan assets at end of year2014-12-31$1,043,894
Total plan assets at beginning of year2014-12-31$921,926
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$75,291
Other income received2014-12-31$93,820
Net income (gross income less expenses)2014-12-31$121,968
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,043,894
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$921,926
Assets. Value of participant loans2014-12-31$5,094
Total contributions received or receivable from employer(s)2014-12-31$118,298
2013 : NORTHTOWNS CARDIOLOGY, PLLC 2013 401k financial data
Total income from all sources2013-12-31$709,756
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$921,926
Total plan assets at beginning of year2013-12-31$212,170
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$78,088
Contributions received from other sources (not participants or employers)2013-12-31$406,977
Other income received2013-12-31$114,407
Net income (gross income less expenses)2013-12-31$709,756
Net plan assets at end of year (total assets less liabilities)2013-12-31$921,926
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$212,170
Assets. Value of participant loans2013-12-31$12,950
Total contributions received or receivable from employer(s)2013-12-31$110,284
2012 : NORTHTOWNS CARDIOLOGY, PLLC 2012 401k financial data
Total income from all sources2012-12-31$200,402
Total plan assets at end of year2012-12-31$212,170
Total plan assets at beginning of year2012-12-31$11,768
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$74,872
Other income received2012-12-31$16,850
Net income (gross income less expenses)2012-12-31$200,402
Net plan assets at end of year (total assets less liabilities)2012-12-31$212,170
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$11,768
Total contributions received or receivable from employer(s)2012-12-31$108,680

Form 5500 Responses for NORTHTOWNS CARDIOLOGY, PLLC

2022: NORTHTOWNS CARDIOLOGY, PLLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHTOWNS CARDIOLOGY, PLLC 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHTOWNS CARDIOLOGY, PLLC 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: NORTHTOWNS CARDIOLOGY, PLLC 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: NORTHTOWNS CARDIOLOGY, PLLC 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: NORTHTOWNS CARDIOLOGY, PLLC 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: NORTHTOWNS CARDIOLOGY, PLLC 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHTOWNS CARDIOLOGY, PLLC 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHTOWNS CARDIOLOGY, PLLC 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHTOWNS CARDIOLOGY, PLLC 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: NORTHTOWNS CARDIOLOGY, PLLC 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,076
Total amount of fees paid to insurance companyUSD $1,093
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,076
Insurance broker organization code?3
Amount paid for insurance broker fees1093
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,053
Total amount of fees paid to insurance companyUSD $1,112
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,053
Insurance broker organization code?3
Amount paid for insurance broker fees1112
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,695
Total amount of fees paid to insurance companyUSD $1,150
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,695
Insurance broker organization code?3
Amount paid for insurance broker fees1150
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,108
Total amount of fees paid to insurance companyUSD $1,030
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,108
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,446
Total amount of fees paid to insurance companyUSD $892
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,446
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance broker0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343108-000
Policy instance 1
Insurance contract or identification number343108-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,928
Total amount of fees paid to insurance companyUSD $662
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,928
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMYLES R FIREY & CO., INC

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