401k Plan data: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST plan

HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 401k Plan overview

Plan Name	HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST
Plan identification number	002

HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST Benefits

401k Plan Type

Defined 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: HEMATOLOGY ONCOLOGY, P.C.

Employer identification number (EIN): 060866691

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PAUL L. WEINSTEIN
002 2016-01-01 PAUL L. WEINSTEIN
002 2015-01-01 PAUL L. WEINSTEIN
002 2014-01-01 PAUL L. WEINSTEIN
002 2014-01-01 PAUL L. WEINSTEIN
002 2013-01-01 PAUL L. WEINSTEIN
002 2012-01-01 PAUL L. WEINSTEIN
002 2011-01-01 PAUL L. WEINSTEIN 2012-10-09
002 2010-01-01 PAUL L. WEINSTEIN 2011-10-13

Plan Statistics for HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST

401k plan membership statisitcs for HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST

Measure Date Value
2022: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 10
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 7
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
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 6
Total of all active and inactive participants 2019-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 19
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 6
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
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 6
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 8
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 6
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 39
Total of all active and inactive participants 2012-01-01 51
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 51

Measure	Date	Value
2022: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	10
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	7
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
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	6
Total of all active and inactive participants	2019-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	19
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	6
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
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	6
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	8
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	6
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	39
Total of all active and inactive participants	2012-01-01	51
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	51

Financial Data on HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST

Measure	Date	Value
2022 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,105,370
Expenses. Total of all expenses incurred	2022-12-31	$1,484,962
Benefits paid (including direct rollovers)	2022-12-31	$1,410,887
Total plan assets at end of year	2022-12-31	$12,397,368
Total plan assets at beginning of year	2022-12-31	$15,987,700
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$185,333
Expenses. Other expenses not covered elsewhere	2022-12-31	$74,075
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,559,341
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,590,332
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,397,368
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$15,987,700
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$268,638
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,522,840
Expenses. Total of all expenses incurred	2021-12-31	$1,224,203
Benefits paid (including direct rollovers)	2021-12-31	$1,104,010
Total plan assets at end of year	2021-12-31	$15,987,700
Total plan assets at beginning of year	2021-12-31	$14,689,063
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$207,462
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,050,295
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,298,637
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,987,700
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$14,689,063
Assets. Value of participant loans	2021-12-31	$1,864
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$265,083
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$120,193
2020 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,513,300
Expenses. Total of all expenses incurred	2020-12-31	$2,469,568
Benefits paid (including direct rollovers)	2020-12-31	$2,389,719
Total plan assets at end of year	2020-12-31	$14,689,063
Total plan assets at beginning of year	2020-12-31	$14,645,331
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$209,790
Expenses. Other expenses not covered elsewhere	2020-12-31	$79,849
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,008,302
Net income (gross income less expenses)	2020-12-31	$43,732
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$14,689,063
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$14,645,331
Assets. Value of participant loans	2020-12-31	$13,632
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$295,208
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	$0
2019 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,842,747
Expenses. Total of all expenses incurred	2019-12-31	$346,613
Benefits paid (including direct rollovers)	2019-12-31	$239,518
Total plan assets at end of year	2019-12-31	$14,645,331
Total plan assets at beginning of year	2019-12-31	$12,149,197
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$181,350
Expenses. Other expenses not covered elsewhere	2019-12-31	$107,095
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,393,567
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,496,134
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$14,645,331
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$12,149,197
Assets. Value of participant loans	2019-12-31	$40,339
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$629
Total contributions received or receivable from employer(s)	2019-12-31	$267,830
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-433,567
Expenses. Total of all expenses incurred	2018-12-31	$291,156
Benefits paid (including direct rollovers)	2018-12-31	$176,100
Total plan assets at end of year	2018-12-31	$12,149,197
Total plan assets at beginning of year	2018-12-31	$12,873,920
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$179,470
Expenses. Other expenses not covered elsewhere	2018-12-31	$115,056
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-864,858
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-724,723
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$12,149,197
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,873,920
Assets. Value of participant loans	2018-12-31	$58,420
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$619
Total contributions received or receivable from employer(s)	2018-12-31	$251,821
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,933,407
Expenses. Total of all expenses incurred	2017-12-31	$2,323,318
Benefits paid (including direct rollovers)	2017-12-31	$2,220,859
Total plan assets at end of year	2017-12-31	$12,873,920
Total plan assets at beginning of year	2017-12-31	$13,263,831
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$172,960
Expenses. Other expenses not covered elsewhere	2017-12-31	$102,459
Other income received	2017-12-31	$1,513,660
Net income (gross income less expenses)	2017-12-31	$-389,911
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,873,920
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,263,831
Assets. Value of participant loans	2017-12-31	$84,547
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$93,294
Total contributions received or receivable from employer(s)	2017-12-31	$246,787
2016 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,153,997
Expenses. Total of all expenses incurred	2016-12-31	$226,197
Benefits paid (including direct rollovers)	2016-12-31	$155,620
Total plan assets at end of year	2016-12-31	$13,263,831
Total plan assets at beginning of year	2016-12-31	$12,336,031
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$179,350
Expenses. Other expenses not covered elsewhere	2016-12-31	$70,577
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$762,998
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$927,800
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,263,831
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$12,336,031
Assets. Value of participant loans	2016-12-31	$55,925
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$137,497
Total contributions received or receivable from employer(s)	2016-12-31	$211,649
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$834
Total income from all sources	2015-12-31	$-15,144
Expenses. Total of all expenses incurred	2015-12-31	$136,045
Benefits paid (including direct rollovers)	2015-12-31	$44,480
Total plan assets at end of year	2015-12-31	$12,336,031
Total plan assets at beginning of year	2015-12-31	$12,488,054
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$165,100
Expenses. Other expenses not covered elsewhere	2015-12-31	$91,565
Other income received	2015-12-31	$-417,830
Net income (gross income less expenses)	2015-12-31	$-151,189
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,336,031
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,487,220
Assets. Value of participant loans	2015-12-31	$76,166
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$136,539
Total contributions received or receivable from employer(s)	2015-12-31	$237,586
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$834
Total income from all sources	2014-12-31	$938,620
Expenses. Total of all expenses incurred	2014-12-31	$236,322
Benefits paid (including direct rollovers)	2014-12-31	$147,673
Total plan assets at end of year	2014-12-31	$12,487,902
Total plan assets at beginning of year	2014-12-31	$11,784,770
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$182,080
Other income received	2014-12-31	$518,418
Net income (gross income less expenses)	2014-12-31	$702,298
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,487,068
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,784,770
Assets. Value of participant loans	2014-12-31	$78,131
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$123,814
Total contributions received or receivable from employer(s)	2014-12-31	$238,122
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$88,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$2,435,825
Expenses. Total of all expenses incurred	2013-12-31	$624,958
Benefits paid (including direct rollovers)	2013-12-31	$550,354
Total plan assets at end of year	2013-12-31	$11,784,770
Total plan assets at beginning of year	2013-12-31	$9,973,903
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$181,084
Other income received	2013-12-31	$1,995,540
Net income (gross income less expenses)	2013-12-31	$1,810,867
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,784,770
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,973,903
Assets. Value of participant loans	2013-12-31	$100,141
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$90,444
Total contributions received or receivable from employer(s)	2013-12-31	$259,201
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$74,604
2012 : HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,402,984
Expenses. Total of all expenses incurred	2012-12-31	$1,044,449
Benefits paid (including direct rollovers)	2012-12-31	$988,572
Total plan assets at end of year	2012-12-31	$9,973,903
Total plan assets at beginning of year	2012-12-31	$9,615,368
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$177,565
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$964,400
Net income (gross income less expenses)	2012-12-31	$358,535
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,973,903
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,615,368
Assets. Value of participant loans	2012-12-31	$36,639
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$87,473
Total contributions received or receivable from employer(s)	2012-12-31	$261,019
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$55,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST

2022: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEMATOLOGY ONCOLOGY, P.C. RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

HEMATOLOGY ONCOLOGY, INC. 401(K) PROFIT SHARING PLAN [EIN = 310957876]

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Company Name:	HEMATOLOGY ONCOLOGY, P.C.
Employer identification number (EIN):	060866691
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)