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STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 401k Plan overview

Plan NameSTONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU
Plan identification number 002

STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

STONY BROOK FAMILY MED. GROUP has sponsored the creation of one or more 401k plans.

Company Name:STONY BROOK FAMILY MED. GROUP
Employer identification number (EIN):112552321
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-07-01MARIA BARLOWE JEFFREY S. TRILLING MD2011-07-20
0022009-07-01MARIA BARLOWE JEFFREY S. TRILLING, MD, TRUSTEE2010-12-14

Plan Statistics for STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU

401k plan membership statisitcs for STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU

Measure Date Value
2010: STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 2010 401k membership
Total participants, beginning-of-year2010-07-0112
Total number of active participants reported on line 7a of the Form 55002010-07-010
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-010
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 2009 401k membership
Total participants, beginning-of-year2009-07-0121
Total number of active participants reported on line 7a of the Form 55002009-07-0112
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0112
Number of participants with account balances2009-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU

Measure Date Value
2010 : STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 2010 401k financial data
Total income from all sources2010-12-13$388
Expenses. Total of all expenses incurred2010-12-13$1,141,668
Benefits paid (including direct rollovers)2010-12-13$1,138,081
Total plan assets at end of year2010-12-13$0
Total plan assets at beginning of year2010-12-13$1,141,280
Value of fidelity bond covering the plan2010-12-13$300,000
Total contributions received or receivable from participants2010-12-13$0
Expenses. Other expenses not covered elsewhere2010-12-13$0
Contributions received from other sources (not participants or employers)2010-12-13$0
Other income received2010-12-13$388
Net income (gross income less expenses)2010-12-13$-1,141,280
Net plan assets at end of year (total assets less liabilities)2010-12-13$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-13$1,141,280
Total contributions received or receivable from employer(s)2010-12-13$0
Value of certain deemed distributions of participant loans2010-12-13$0
Value of corrective distributions2010-12-13$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-13$3,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-13$0
Funding deficiency by the employer to the plan for this plan year2010-12-13$0
Minimum employer required contribution for this plan year2010-12-13$0
Amount contributed by the employer to the plan for this plan year2010-12-13$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU

2010: STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingYes
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: STONY BROOK FAMILY MEDICAL GROUP, UNIVERSITY FACU 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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