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SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING 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
  • 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.
  • 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

SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES
Employer identification number (EIN):752638688
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RODOLFO MARTINEZ2019-09-11 RODOLFO MARTINEZ2019-09-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RODOLFO MARTINEZ
0012011-01-01RODOLFO MARTINEZ
0012010-01-01RODOLFO MARTINEZ
0012009-01-01RODOLFO MARTINEZ

Plan Statistics for SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2018: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0113
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
2014: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0113
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
2013: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Total of all active and inactive participants2013-01-0115
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
2012: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Total of all active and inactive participants2012-01-0117
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
2011: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Total of all active and inactive participants2011-01-0117
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
2010: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Total of all active and inactive participants2010-01-0113
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
2009: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Total of all active and inactive participants2009-01-0115
Total participants2009-01-0115
Number of participants with account balances2009-01-0115

Financial Data on SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2018 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-99,541
Expenses. Total of all expenses incurred2018-12-31$22,835
Total plan assets at end of year2018-12-31$1,545,618
Total plan assets at beginning of year2018-12-31$1,667,994
Value of fidelity bond covering the plan2018-12-31$50,000
Expenses. Other expenses not covered elsewhere2018-12-31$0
Other income received2018-12-31$-99,541
Net income (gross income less expenses)2018-12-31$-122,376
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,545,618
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,667,994
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$22,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$238,116
Expenses. Total of all expenses incurred2017-12-31$41,039
Benefits paid (including direct rollovers)2017-12-31$16,564
Total plan assets at end of year2017-12-31$1,667,994
Total plan assets at beginning of year2017-12-31$1,470,917
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Other income received2017-12-31$238,116
Net income (gross income less expenses)2017-12-31$197,077
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,667,994
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,470,917
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,475
2016 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$92,244
Expenses. Total of all expenses incurred2016-12-31$208,072
Benefits paid (including direct rollovers)2016-12-31$190,487
Total plan assets at end of year2016-12-31$1,470,917
Total plan assets at beginning of year2016-12-31$1,586,745
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$853
Expenses. Other expenses not covered elsewhere2016-12-31$0
Other income received2016-12-31$91,178
Net income (gross income less expenses)2016-12-31$-115,828
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,470,917
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,586,745
Total contributions received or receivable from employer(s)2016-12-31$213
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$17,585
2015 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-24,527
Expenses. Total of all expenses incurred2015-12-31$31,794
Benefits paid (including direct rollovers)2015-12-31$10,200
Total plan assets at end of year2015-12-31$1,586,745
Total plan assets at beginning of year2015-12-31$1,643,066
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$2,218
Expenses. Other expenses not covered elsewhere2015-12-31$0
Other income received2015-12-31$-27,300
Net income (gross income less expenses)2015-12-31$-56,321
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,586,745
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,643,066
Total contributions received or receivable from employer(s)2015-12-31$555
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$21,594
2014 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$136,651
Expenses. Total of all expenses incurred2014-12-31$155,773
Benefits paid (including direct rollovers)2014-12-31$131,942
Total plan assets at end of year2014-12-31$1,643,066
Total plan assets at beginning of year2014-12-31$1,662,188
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$9,007
Expenses. Other expenses not covered elsewhere2014-12-31$1,533
Other income received2014-12-31$123,860
Net income (gross income less expenses)2014-12-31$-19,122
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,643,066
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,662,188
Total contributions received or receivable from employer(s)2014-12-31$3,784
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$22,298
2013 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$297,634
Expenses. Total of all expenses incurred2013-12-31$90,504
Benefits paid (including direct rollovers)2013-12-31$66,738
Total plan assets at end of year2013-12-31$1,662,188
Total plan assets at beginning of year2013-12-31$1,455,058
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$13,714
Expenses. Other expenses not covered elsewhere2013-12-31$2,179
Other income received2013-12-31$251,863
Net income (gross income less expenses)2013-12-31$207,130
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,662,188
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,455,058
Total contributions received or receivable from employer(s)2013-12-31$32,057
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$21,587
2012 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$185,299
Expenses. Total of all expenses incurred2012-12-31$46,824
Benefits paid (including direct rollovers)2012-12-31$23,977
Total plan assets at end of year2012-12-31$1,455,058
Total plan assets at beginning of year2012-12-31$1,316,583
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$11,856
Other income received2012-12-31$143,245
Net income (gross income less expenses)2012-12-31$138,475
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,455,058
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,316,583
Total contributions received or receivable from employer(s)2012-12-31$30,198
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$22,847
2011 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,240
Expenses. Total of all expenses incurred2011-12-31$222,623
Benefits paid (including direct rollovers)2011-12-31$200,051
Total plan assets at end of year2011-12-31$1,316,583
Total plan assets at beginning of year2011-12-31$1,526,966
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$26,208
Other income received2011-12-31$-46,961
Net income (gross income less expenses)2011-12-31$-210,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,316,583
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,526,966
Total contributions received or receivable from employer(s)2011-12-31$32,993
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,572
2010 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$277,284
Expenses. Total of all expenses incurred2010-12-31$21,486
Benefits paid (including direct rollovers)2010-12-31$2,571
Total plan assets at end of year2010-12-31$1,526,966
Total plan assets at beginning of year2010-12-31$1,271,168
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$35,969
Other income received2010-12-31$144,003
Net income (gross income less expenses)2010-12-31$255,798
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,526,966
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,271,168
Total contributions received or receivable from employer(s)2010-12-31$97,312
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,915
2009 : SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING 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 SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN

2018: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST HEMATOLOGY ONCOLOGY ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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