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SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN
Plan identification number 003

SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Life insurance

401k Sponsoring company profile

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

Company Name:SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.
Employer identification number (EIN):112657566
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-10-07
Company Identification Number: 872676
Legal Registered Office Address: 242 MERRICK RD
STE 301
ROCKVILLE CENTRE
United States of America (USA)
11570

More information about SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-10-01
0032015-10-01
0032015-10-01LEONARD KESSLER, MD2017-06-07
0032014-10-01
0032013-10-01
0032012-10-01LEONARD KESSLER, MD2014-04-09 LEONARD KESSLER, MD2014-04-09
0032011-10-01LEONARD KESSLER, MD2013-06-14 LEONARD KESSLER, MD2013-06-14
0032010-10-01LEONARD KESSLER, MD2012-07-02 LEONARD KESSLER, MD2012-07-02
0032008-10-01

Plan Statistics for SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2016: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012
Total number of active participants reported on line 7a of the Form 55002015-10-011
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0117
Total number of active participants reported on line 7a of the Form 55002014-10-012
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0115
Total of all active and inactive participants2014-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010

Financial Data on SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2017 : SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$0
Expenses. Total of all expenses incurred2017-09-30$292,180
Benefits paid (including direct rollovers)2017-09-30$292,180
Total plan assets at end of year2017-09-30$0
Total plan assets at beginning of year2017-09-30$292,180
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$0
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$-292,180
Net plan assets at end of year (total assets less liabilities)2017-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$292,180
Total contributions received or receivable from employer(s)2017-09-30$0
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
2016 : SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$50,038
Expenses. Total of all expenses incurred2016-09-30$2,803,177
Benefits paid (including direct rollovers)2016-09-30$2,784,875
Total plan assets at end of year2016-09-30$292,180
Total plan assets at beginning of year2016-09-30$3,045,319
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$532
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$50,038
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$-2,753,139
Net plan assets at end of year (total assets less liabilities)2016-09-30$292,180
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,045,319
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$17,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Transfers to/from the plan2016-08-18$0
Total plan liabilities at end of year2016-08-18$0
Total plan liabilities at beginning of year2016-08-18$0
Total income from all sources2016-08-18$292,689
Expenses. Total of all expenses incurred2016-08-18$3,338,008
Benefits paid (including direct rollovers)2016-08-18$3,319,706
Total plan assets at end of year2016-08-18$0
Total plan assets at beginning of year2016-08-18$3,045,319
Value of fidelity bond covering the plan2016-08-18$500,000
Total contributions received or receivable from participants2016-08-18$0
Expenses. Other expenses not covered elsewhere2016-08-18$532
Contributions received from other sources (not participants or employers)2016-08-18$0
Other income received2016-08-18$292,689
Noncash contributions received2016-08-18$0
Net income (gross income less expenses)2016-08-18$-3,045,319
Net plan assets at end of year (total assets less liabilities)2016-08-18$0
Net plan assets at beginning of year (total assets less liabilities)2016-08-18$3,045,319
Total contributions received or receivable from employer(s)2016-08-18$0
Value of certain deemed distributions of participant loans2016-08-18$0
Value of corrective distributions2016-08-18$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-18$17,770
2015 : SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total income from all sources2015-09-30$58,285
Expenses. Total of all expenses incurred2015-09-30$30,043
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$3,045,319
Total plan assets at beginning of year2015-09-30$3,017,077
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$58,285
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$28,242
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,045,319
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,017,077
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$30,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0

Form 5500 Responses for SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN

2016: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingYes
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2008: SOUTH SHORE HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number1700380
Policy instance 1
Insurance contract or identification number1700380
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $600
Commission paid to Insurance BrokerUSD $600
Insurance broker organization code?3
Insurance broker nameJOEL BOYARSKY

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