?>
Logo

COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN
Plan identification number 001

COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C.
Employer identification number (EIN):043296910
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MICHAEL ANDERSON MICHAEL ANDERSON2016-10-11
0012014-01-01MICHAEL J ANDERSON MICHAEL J ANDERSON2015-10-15
0012013-01-01MICHAEL ANDERSON, MD MICHAEL ANDERSON, MD2014-10-14
0012012-01-01ANDERSON, MICHAEL ANDERSON, MICHAEL2013-10-15
0012011-01-01MICHAEL ANDERSON MICHAEL ANDERSON2012-10-09
0012009-01-01MJ ANDERSON MJ ANDERSON2010-10-05

Plan Statistics for COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2015: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01219
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01106
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01154
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01222
Total participants2012-01-01222
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01232
Number of participants with account balances2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2015 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$115,114
Total of all expenses incurred2015-12-31$8,701,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,657,775
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$8,586,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$14,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$8,657,775
Administrative expenses (other) incurred2015-12-31$44,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,586,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,586,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,538,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,033,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$115,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$955,380
Total of all expenses incurred2014-12-31$7,692,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,571,060
Expenses. Certain deemed distributions of participant loans2014-12-31$30,453
Value of total corrective distributions2014-12-31$77,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$298,990
Value of total assets at end of year2014-12-31$8,586,832
Value of total assets at beginning of year2014-12-31$15,324,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,521
Total interest from all sources2014-12-31$1,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$298,990
Participant contributions at end of year2014-12-31$14,255
Participant contributions at beginning of year2014-12-31$66,241
Administrative expenses (other) incurred2014-12-31$13,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,737,264
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,586,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,324,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,538,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,979,727
Interest on participant loans2014-12-31$1,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,033,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,278,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$654,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,571,060
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,281,548
Total of all expenses incurred2013-12-31$1,575,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,553,137
Value of total corrective distributions2013-12-31$17,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$720,555
Value of total assets at end of year2013-12-31$15,324,096
Value of total assets at beginning of year2013-12-31$13,617,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,501
Total interest from all sources2013-12-31$3,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$720,555
Participant contributions at end of year2013-12-31$66,241
Participant contributions at beginning of year2013-12-31$74,613
Administrative expenses (other) incurred2013-12-31$4,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,706,246
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,324,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,617,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,979,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,325,774
Interest on participant loans2013-12-31$3,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,278,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,217,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,557,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,553,137
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,486,102
Total of all expenses incurred2012-12-31$2,428,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,400,054
Expenses. Certain deemed distributions of participant loans2012-12-31$4,895
Value of total corrective distributions2012-12-31$17,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$726,635
Value of total assets at end of year2012-12-31$13,617,850
Value of total assets at beginning of year2012-12-31$13,560,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,789
Total interest from all sources2012-12-31$3,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$726,635
Participant contributions at end of year2012-12-31$74,613
Participant contributions at beginning of year2012-12-31$64,473
Other income not declared elsewhere2012-12-31$4,126
Administrative expenses (other) incurred2012-12-31$5,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$57,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,617,850
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,560,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,325,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,305,036
Interest on participant loans2012-12-31$3,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,217,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,190,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,752,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,400,054
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,719
Total income from all sources (including contributions)2011-12-31$512,506
Total of all expenses incurred2011-12-31$833,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$797,595
Expenses. Certain deemed distributions of participant loans2011-12-31$16,957
Value of total corrective distributions2011-12-31$14,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$915,705
Value of total assets at end of year2011-12-31$13,560,150
Value of total assets at beginning of year2011-12-31$13,886,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,151
Total interest from all sources2011-12-31$3,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$881,001
Participant contributions at end of year2011-12-31$64,473
Participant contributions at beginning of year2011-12-31$75,834
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$34,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,719
Other income not declared elsewhere2011-12-31$2,110
Administrative expenses (other) incurred2011-12-31$4,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-321,013
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,560,150
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,881,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,305,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,528,141
Interest on participant loans2011-12-31$3,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,190,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,282,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-409,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$797,595
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,478,564
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$724,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$718,262
Expenses. Certain deemed distributions of participant loans2010-12-31$3,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$853,052
Value of total assets at end of year2010-12-31$13,886,882
Value of total assets at beginning of year2010-12-31$12,127,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,863
Total interest from all sources2010-12-31$2,661
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$826,843
Participant contributions at end of year2010-12-31$75,834
Participant contributions at beginning of year2010-12-31$45,898
Participant contributions at beginning of year2010-12-31$73,560
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,753,972
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,881,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,127,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,528,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,680,941
Interest on participant loans2010-12-31$2,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,282,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,326,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,622,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$718,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & 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 COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN

2015: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 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 filingYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMONWEALTH HEMATOLOGY-ONCOLOGY, P.C. 401(K) & PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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 S3