| Plan Name | CASH BALANCE PENSION PLAN AND TRUST FOR EMPLOYEES OF HALIFAX PATHOLOGY ASSOCIATES, P.A. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | HALIFAX PATHOLOGY ASSOCIATES, P.A. |
| Employer identification number (EIN): | 050576513 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about HALIFAX PATHOLOGY ASSOCIATES, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2003-07-08 |
| Company Identification Number: | P03000076983 |
| Legal Registered Office Address: |
5455 STATE ROAD 11 DE LEON SPRINGS 32130 |
More information about HALIFAX PATHOLOGY ASSOCIATES, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | LORA J. SHEHI | 2024-09-30 | ||
| 002 | 2022-01-01 | LORA J. SHEHI | 2023-10-02 | ||
| 002 | 2021-01-01 | LORA J. SHEHI | 2022-10-05 | ||
| 002 | 2020-01-01 | LORA J. SHEHI | 2021-10-05 | ||
| 002 | 2019-01-01 | LORA J. SHEHI | 2020-10-07 | ||
| 002 | 2018-01-01 | LORA J. SHEHI | 2019-09-20 | ||
| 002 | 2017-01-01 | LORA J. SHEHI | 2018-10-01 | ||
| 002 | 2016-01-01 | LORA J. SHEHI | 2017-06-13 | ||
| 002 | 2015-01-01 | LORA J. SHEHI | 2016-08-24 | ||
| 002 | 2014-01-01 | LORA J. SHEHI | 2015-09-24 | ||
| 002 | 2013-01-01 | LORA J. SHEHI | 2014-09-17 | ||
| 002 | 2012-01-01 | STEVEN POPOK | 2013-10-01 | ||
| 002 | 2011-01-01 | STEVEN POPOK | 2012-10-02 | ||
| 002 | 2010-01-01 | STEVEN POPOK | 2011-09-29 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CASH BALANCE PENSION PLAN AND TRUST FOR EMPLOYEES OF HALIFAX PATHOLOGY ASSOCIATES, P.A. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-30 | 3501851 |
| Net assets as of the end of the plan year | 2024-09-30 | 0 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 3406983 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 610000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 0 |
| Other contributions to plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 94868 |
| Plan net income in this plan year | 2024-09-30 | -3406983 |
| Net assets as of the end of the plan year | 2024-09-30 | 0 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 3406983 |
| Employer contributions to plan in this plan year | 2024-09-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 19711 |
| 2022 : CASH BALANCE PENSION PLAN AND TRUST FOR EMPLOYEES OF HALIFAX PATHOLOGY ASSOCIATES, P.A. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 22088 |
| Net assets as of the end of the plan year | 2022-10-05 | 3489466 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 3095593 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 610000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-05 | 0 |
| Other contributions to plan in this plan year | 2022-10-05 | 0 |
| Other income to plan in this plan year | 2022-10-05 | 241961 |
| Plan net income in this plan year | 2022-10-05 | 393873 |
| Net assets as of the end of the plan year | 2022-10-05 | 3489466 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 3095593 |
| Employer contributions to plan in this plan year | 2022-10-05 | 174000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 22088 |