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FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 401k Plan overview

Plan NameFINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN
Plan identification number 001

FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

FINGER LAKES MEDICAL ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:FINGER LAKES MEDICAL ASSOCIATES, LLP
Employer identification number (EIN):061640335
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about FINGER LAKES MEDICAL ASSOCIATES, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-07-29
Company Identification Number: 2794423
Legal Registered Office Address: 200 NORTH ST
STE 101
GENEVA
United States of America (USA)
14456

More information about FINGER LAKES MEDICAL ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01LEWIS IRVIN LEWIS IRVIN2014-10-09
0012012-01-01MARK RYAN MARK RYAN2013-10-15
0012011-01-01LEWIS IRVIN MARK RYAN2012-10-13
0012009-01-01LEWIS IRVIN MARK RYAN2010-10-15
0012009-01-01LEWIS IRVIN MARK RYAN2010-10-15
0012009-01-01LEWIS IRVIN MARK RYAN2011-10-18

Plan Statistics for FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN

401k plan membership statisitcs for FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN

Measure Date Value
2015: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01116
Number of participants with account balances2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01122
Total participants2013-01-01122
Number of participants with account balances2013-01-01120
2012: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Number of participants with account balances2012-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01119
Total participants2009-01-01119
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN

Measure Date Value
2015 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,281
Total income from all sources (including contributions)2015-12-31$798,813
Total of all expenses incurred2015-12-31$15,156,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,991,169
Expenses. Certain deemed distributions of participant loans2015-12-31$144,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$660,492
Value of total assets at end of year2015-12-31$111,609
Value of total assets at beginning of year2015-12-31$14,479,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,163
Total interest from all sources2015-12-31$9,327
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$30,654
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$800,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$422,499
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$241,445
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$212,123
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$804,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-14,357,414
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,609
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,469,023
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$111,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,890,155
Interest on participant loans2015-12-31$9,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$98,340
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
Contributions received in cash from employer2015-12-31$237,993
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$331,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,991,169
Contract administrator fees2015-12-31$20,163
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 PBGC2015-12-31No
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 name2015-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2015-12-31161092347
2014 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,281
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,752,624
Total of all expenses incurred2014-12-31$436,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$429,779
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$872,039
Value of total assets at end of year2014-12-31$14,479,304
Value of total assets at beginning of year2014-12-31$13,152,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,625
Total interest from all sources2014-12-31$10,713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$340,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$340,041
Administrative expenses professional fees incurred2014-12-31$6,625
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$800,000
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$428,163
Participant contributions at end of year2014-12-31$241,445
Participant contributions at beginning of year2014-12-31$182,843
Participant contributions at end of year2014-12-31$212,123
Participant contributions at beginning of year2014-12-31$243,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$804,405
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$911,526
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,281
Other income not declared elsewhere2014-12-31$0
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$1,316,220
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,469,023
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,152,803
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$12,890,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,485,569
Interest on participant loans2014-12-31$10,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$529,831
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
Contributions received in cash from employer2014-12-31$443,876
Employer contributions (assets) at end of year2014-12-31$331,176
Employer contributions (assets) at beginning of year2014-12-31$329,865
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$429,779
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 name2014-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2014-12-31161092347
2013 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,659,185
Total of all expenses incurred2013-12-31$1,190,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,182,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,516
Value of total assets at end of year2013-12-31$13,152,803
Value of total assets at beginning of year2013-12-31$11,683,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,552
Total interest from all sources2013-12-31$5,858
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$236,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$236,999
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$800,000
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$375,428
Participant contributions at end of year2013-12-31$182,843
Participant contributions at beginning of year2013-12-31$97,122
Participant contributions at end of year2013-12-31$243,000
Participant contributions at beginning of year2013-12-31$258,500
Assets. Other investments not covered elsewhere at end of year2013-12-31$911,526
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$626,597
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$1,469,082
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,152,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,683,721
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$11,485,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,354,104
Interest on participant loans2013-12-31$5,858
Income. Interest from loans (other than to participants)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,615,812
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
Contributions received in cash from employer2013-12-31$425,088
Employer contributions (assets) at end of year2013-12-31$329,865
Employer contributions (assets) at beginning of year2013-12-31$347,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,182,551
Contract administrator fees2013-12-31$7,552
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 name2013-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2013-12-31161092347
2012 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4
Total income from all sources (including contributions)2012-12-31$1,913,038
Total of all expenses incurred2012-12-31$74,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$70,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$827,231
Value of total assets at end of year2012-12-31$11,683,721
Value of total assets at beginning of year2012-12-31$9,845,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,780
Total interest from all sources2012-12-31$6,424
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$190,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$190,199
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$800,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$388,249
Participant contributions at end of year2012-12-31$97,122
Participant contributions at beginning of year2012-12-31$100,133
Participant contributions at end of year2012-12-31$258,500
Participant contributions at beginning of year2012-12-31$253,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$626,597
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$838,296
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4
Other income not declared elsewhere2012-12-31$71
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$1,838,722
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,683,721
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,844,999
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$10,354,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,313,367
Interest on participant loans2012-12-31$6,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$889,113
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
Contributions received in cash from employer2012-12-31$438,841
Employer contributions (assets) at end of year2012-12-31$347,398
Employer contributions (assets) at beginning of year2012-12-31$340,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$70,536
Contract administrator fees2012-12-31$3,780
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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 name2012-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2012-12-31161092347
2011 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$798,451
Total of all expenses incurred2011-12-31$412,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$405,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$824,362
Value of total assets at end of year2011-12-31$9,845,003
Value of total assets at beginning of year2011-12-31$9,458,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,931
Total interest from all sources2011-12-31$7,395
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$168,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$168,822
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$800,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$393,073
Participant contributions at end of year2011-12-31$100,133
Participant contributions at beginning of year2011-12-31$138,041
Participant contributions at end of year2011-12-31$253,000
Participant contributions at beginning of year2011-12-31$129,814
Assets. Other investments not covered elsewhere at end of year2011-12-31$838,296
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4
Other income not declared elsewhere2011-12-31$71
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$386,444
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,844,999
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,458,555
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$8,313,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,516,760
Interest on participant loans2011-12-31$7,395
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$97,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$97,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-202,199
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
Contributions received in cash from employer2011-12-31$431,289
Employer contributions (assets) at end of year2011-12-31$340,203
Employer contributions (assets) at beginning of year2011-12-31$338,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$405,076
Contract administrator fees2011-12-31$6,931
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$237,252
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 name2011-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2011-12-31161092347
2010 : FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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$0
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$1,655,845
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$288,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$284,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$706,307
Value of total assets at end of year2010-12-31$9,458,555
Value of total assets at beginning of year2010-12-31$8,091,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,417
Total interest from all sources2010-12-31$12,412
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,989
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 period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$268,072
Participant contributions at end of year2010-12-31$138,041
Participant contributions at beginning of year2010-12-31$189,669
Participant contributions at end of year2010-12-31$129,814
Participant contributions at beginning of year2010-12-31$248,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,673
Other income not declared elsewhere2010-12-31$136
Administrative expenses (other) incurred2010-12-31$0
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$1,367,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,458,555
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,091,391
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
Investment advisory and management fees2010-12-31$22
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,516,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,818,203
Interest on participant loans2010-12-31$12,402
Interest earned on other investments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$97,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$291,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$291,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$751,418
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$424,562
Employer contributions (assets) at end of year2010-12-31$338,795
Employer contributions (assets) at beginning of year2010-12-31$427,000
Income. Dividends from common stock2010-12-31$4,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$284,264
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$4,395
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$237,252
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$117,004
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 name2010-12-31MENGEL, METZGER BARR & CO., LLP
Accountancy firm EIN2010-12-31161092347

Form 5500 Responses for FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN

2015: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 filingNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FINGER LAKES MEDICAL ASSOCIATES, LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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