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HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 401k Plan overview

Plan NameHEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN
Plan identification number 001

HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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 ASSOCIATES OF NORTHEASTERN PA has sponsored the creation of one or more 401k plans.

Company Name:HEMATOLOGY & ONCOLOGY ASSOCIATES OF NORTHEASTERN PA
Employer identification number (EIN):232137083
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 ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01ADAM STOMP2024-11-14
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01WILLIAM HEIM2015-11-20
0012013-07-01WILLIAM HEIM2014-12-08
0012012-07-01WILLIAM HEIM
0012011-07-01SALVATORE SCIALLA

Plan Statistics for HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN

401k plan membership statisitcs for HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN

Measure Date Value
2024: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-14107
Total number of particpants at end of year2024-11-14111
Number of Participants With Account Balances2024-11-1494
2023: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2023 401k membership
Total number of particpants at beginning of year2023-03-3098
Total number of particpants at end of year2023-03-30103
Number of Participants With Account Balances2023-03-30103
2012: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01102
Total number of active participants reported on line 7a of the Form 55002012-07-0166
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0193
Number of participants with account balances2012-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0116
2011: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01116
Total number of active participants reported on line 7a of the Form 55002011-07-0173
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0195
Number of participants with account balances2011-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0115

Financial Data on HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN

Measure Date Value
2024 : HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-141817714
Net assets as of the end of the plan year2024-11-1414970657
Total assets as of the beginning of the plan year2024-11-1414206478
Value of plan covered by a fidelity bond2024-11-14500000
Participant contributions to plan in this plan year2024-11-14329266
Value of participant loans at end of plan year2024-11-1485160
Other contributions to plan in this plan year2024-11-1479464
Other income to plan in this plan year2024-11-142173163
Plan net income in this plan year2024-11-14764179
Net assets as of the end of the plan year2024-11-1414970657
Net assets as of the beginning of the plan year2024-11-1414206478
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-1447880
2023 : HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-03-301135062
Net assets as of the end of the plan year2023-03-3012702155
Total assets as of the beginning of the plan year2023-03-3014793013
Value of plan covered by a fidelity bond2023-03-30500000
Participant contributions to plan in this plan year2023-03-30283623
Value of participant loans at end of plan year2023-03-30130232
Other income to plan in this plan year2023-03-30-1662298
Plan net income in this plan year2023-03-30-2090858
Net assets as of the end of the plan year2023-03-3012702155
Net assets as of the beginning of the plan year2023-03-3014793013
Employer contributions to plan in this plan year2023-03-30422879
Fees paid to broker by Benefit Provider2023-03-3049662
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-3044494
2013 : HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$897
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,771,323
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,293,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,292,140
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$581,101
Value of total assets at end of year2013-06-30$8,457,311
Value of total assets at beginning of year2013-06-30$7,977,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$875
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$346
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Assets. Real estate other than employer real property at end of year2013-06-30$0
Assets. Real estate other than employer real property at beginning of year2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$234,897
Participant contributions at end of year2013-06-30$8,196
Participant contributions at beginning of year2013-06-30$7,163
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$3,692
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$53,099
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Assets. Loans (other than to participants) at end of year2013-06-30$0
Assets. Loans (other than to participants) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$2,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$897
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$875
Liabilities. Value of operating payables at end of year2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$478,308
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,454,651
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,976,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$0
Assets. partnership/joint venture interests at beginning of year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$6,831,731
Value of interest in pooled separate accounts at beginning of year2013-06-30$6,199,415
Interest on participant loans2013-06-30$223
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$0
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$0
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$123
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,398,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,562,621
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$46,945
Net investment gain/loss from pooled separate accounts2013-06-30$1,142,931
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Assets. Value of employer real property at end of year2013-06-30$0
Assets. Value of employer real property at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$293,105
Employer contributions (assets) at end of year2013-06-30$218,437
Employer contributions (assets) at beginning of year2013-06-30$204,349
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,292,140
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$0
Contract administrator fees2013-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGRAIL MERKEL QUINN & ASSOC, P.C.
Accountancy firm EIN2013-06-30232226550
2012 : HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$612
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$340,720
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,110,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,109,353
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$521,885
Value of total assets at end of year2012-06-30$7,977,240
Value of total assets at beginning of year2012-06-30$8,746,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$850
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$1,146
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$238,611
Participant contributions at end of year2012-06-30$7,163
Participant contributions at beginning of year2012-06-30$32,035
Participant contributions at end of year2012-06-30$3,692
Participant contributions at beginning of year2012-06-30$28,615
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$612
Other income not declared elsewhere2012-06-30$36,733
Administrative expenses (other) incurred2012-06-30$850
Liabilities. Value of operating payables at end of year2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$-769,483
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,976,343
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,745,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$0
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$6,199,415
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,914,485
Interest on participant loans2012-06-30$1,138
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest in master investment trust accounts at end of year2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$8
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,562,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$491,783
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-219,044
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at end of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$278,636
Employer contributions (assets) at end of year2012-06-30$204,349
Employer contributions (assets) at beginning of year2012-06-30$279,520
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,109,353
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGRAIL MERKEL QUINN & ASSOC, P.C.
Accountancy firm EIN2012-06-30232226550
2011 : HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,858
Total income from all sources (including contributions)2011-06-30$2,339,440
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,698,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,698,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$633,029
Value of total assets at end of year2011-06-30$8,746,438
Value of total assets at beginning of year2011-06-30$9,109,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$650
Total interest from all sources2011-06-30$1,712
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$267,519
Participant contributions at end of year2011-06-30$32,035
Participant contributions at beginning of year2011-06-30$44,169
Participant contributions at end of year2011-06-30$28,615
Participant contributions at beginning of year2011-06-30$23,304
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$4,858
Other income not declared elsewhere2011-06-30$57,259
Administrative expenses (other) incurred2011-06-30$650
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$-359,258
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,745,826
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,105,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$7,914,485
Value of interest in pooled separate accounts at beginning of year2011-06-30$6,364,086
Interest on participant loans2011-06-30$1,674
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$38
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$491,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,328,248
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,647,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$365,510
Employer contributions (assets) at end of year2011-06-30$279,520
Employer contributions (assets) at beginning of year2011-06-30$350,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,698,048
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGRAIL MERKEL QUINN & ASSOC, P.C.
Accountancy firm EIN2011-06-30232226550

Form 5500 Responses for HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN

2012: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HEMATOLOGY & ONCOLOGY ASSOC. OF NORTHEASTERN PA RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878530
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878530
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878530
Policy instance 1

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