UROLOGY PROFESSIONAL ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 24 |
| Total of all active and inactive participants | 2021-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 68 |
| Number of participants with account balances | 2021-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
| Total of all active and inactive participants | 2020-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 60 |
| Number of participants with account balances | 2020-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
| 2019: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31 |
| 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 | 24 |
| Total of all active and inactive participants | 2019-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 55 |
| Number of participants with account balances | 2019-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
| 2018: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 38 |
| 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 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 47 |
| Number of participants with account balances | 2018-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 41 |
| 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 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 47 |
| Number of participants with account balances | 2017-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
| 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 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 41 |
| Number of participants with account balances | 2016-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 37 |
| 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 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 40 |
| Number of participants with account balances | 2015-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
| 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 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 45 |
| Number of participants with account balances | 2014-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 45 |
| Total participants | 2013-01-01 | 45 |
| Number of participants with account balances | 2013-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2021 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,556,881 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $497,480 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $455,113 |
| Total plan assets at end of year | 2021-12-31 | $15,849,146 |
| Total plan assets at beginning of year | 2021-12-31 | $13,789,745 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $208,398 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $281,475 |
| Other income received | 2021-12-31 | $1,757,434 |
| Net income (gross income less expenses) | 2021-12-31 | $2,059,401 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,849,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,789,745 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $309,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $42,367 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,002,674 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $680,511 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $645,977 |
| Total plan assets at end of year | 2020-12-31 | $13,789,745 |
| Total plan assets at beginning of year | 2020-12-31 | $12,467,582 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $247,075 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $250,977 |
| Other income received | 2020-12-31 | $1,139,259 |
| Net income (gross income less expenses) | 2020-12-31 | $1,322,163 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $13,789,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,467,582 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $365,363 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $34,534 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,338,875 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $421,212 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $388,924 |
| Total plan assets at end of year | 2019-12-31 | $12,467,582 |
| Total plan assets at beginning of year | 2019-12-31 | $10,549,919 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $210,385 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $12,737 |
| Other income received | 2019-12-31 | $1,995,711 |
| Net income (gross income less expenses) | 2019-12-31 | $1,917,663 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,467,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,549,919 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $120,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $32,288 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-245,872 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $382,434 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $358,652 |
| Total plan assets at end of year | 2018-12-31 | $10,549,919 |
| Total plan assets at beginning of year | 2018-12-31 | $11,178,225 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $189,685 |
| Other income received | 2018-12-31 | $-796,776 |
| Net income (gross income less expenses) | 2018-12-31 | $-628,306 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,549,919 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,178,225 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $361,219 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $23,782 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,711,985 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $130,382 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $102,931 |
| Total plan assets at end of year | 2017-12-31 | $11,178,225 |
| Total plan assets at beginning of year | 2017-12-31 | $9,596,622 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $184,292 |
| Other income received | 2017-12-31 | $1,146,415 |
| Net income (gross income less expenses) | 2017-12-31 | $1,581,603 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,178,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,596,622 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $381,278 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,451 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,104,346 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $224,368 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $224,368 |
| Total plan assets at end of year | 2016-12-31 | $9,596,622 |
| Total plan assets at beginning of year | 2016-12-31 | $8,716,644 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $178,354 |
| Other income received | 2016-12-31 | $589,979 |
| Net income (gross income less expenses) | 2016-12-31 | $879,978 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,596,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,716,644 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $150,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $336,013 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-284,922 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $480,451 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $480,451 |
| Total plan assets at end of year | 2015-12-31 | $8,716,644 |
| Total plan assets at beginning of year | 2015-12-31 | $9,482,017 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $166,031 |
| Other income received | 2015-12-31 | $-769,608 |
| Net income (gross income less expenses) | 2015-12-31 | $-765,373 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,716,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,482,017 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $120,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $318,655 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $980,030 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,171,127 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,171,127 |
| Total plan assets at end of year | 2014-12-31 | $9,482,017 |
| Total plan assets at beginning of year | 2014-12-31 | $9,673,114 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $184,400 |
| Other income received | 2014-12-31 | $438,020 |
| Net income (gross income less expenses) | 2014-12-31 | $-191,097 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,482,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,673,114 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $120,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $357,610 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,790,660 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $303,369 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $284,667 |
| Total plan assets at end of year | 2013-12-31 | $9,673,114 |
| Total plan assets at beginning of year | 2013-12-31 | $8,185,823 |
| Total contributions received or receivable from participants | 2013-12-31 | $174,586 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $50,000 |
| Other income received | 2013-12-31 | $1,304,348 |
| Net income (gross income less expenses) | 2013-12-31 | $1,487,291 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,673,114 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,185,823 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $120,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $311,726 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $18,702 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2021: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING 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: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING 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: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING 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: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING 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: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UROLOGY P. A. , SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 503099-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 503099-01 | | Number of Individuals Covered | 8 | | 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 503099-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 503099-01 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,407 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $4,407 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA-834943 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-834943 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,153 | | Total amount of fees paid to insurance company | USD $1,288 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 $5,153 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 953 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | | Insurance broker name | AZALEA ADMINISTRATION, LLC |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 503099-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 503099-01 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA-834943 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-834943 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $4,922 | | Total amount of fees paid to insurance company | USD $1,230 | | 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? | No | | 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 $4,922 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 1230 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | | Insurance broker name | PENSION PARTNERS, INC. |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA-834943 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-834943 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,488 | | Total amount of fees paid to insurance company | USD $348 | | 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? | No | | 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 $4,688 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 348 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | | Insurance broker name | PENSION PARTNERS, INC. |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA-834943 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-834943 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $24,328 | | Total amount of fees paid to insurance company | USD $7,500 | | 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? | No | | 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 $24,328 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 7500 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker name | PENSION PARTNERS, INC. |
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