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OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 401k Plan overview

Plan NameOB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN
Plan identification number 003

OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 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.
  • 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

OB-GYN ASSOCIATES OF ERIE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:OB-GYN ASSOCIATES OF ERIE, P.C.
Employer identification number (EIN):251653555
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MICHAEL SCUTELLA
0032016-01-01MICHAEL SCUTELLA
0032015-01-01MICHAEL SCUTELLA2016-06-15
0032014-01-01MICHAEL SCUTELLA2015-06-29
0032013-01-01MICHAEL SCUTELLA2014-02-24 MICHAEL SCUTELLA2014-02-24
0032012-01-01MICHAEL SCUTELLA2013-04-18 MICHAEL SCUTELLA2013-04-18
0032011-01-01MICHAEL SCUTELLA2012-05-15 MICHAEL SCUTELLA2012-05-15
0032010-01-01MICHAEL SCUTELLA2011-05-12 MICHAEL SCUTELLA2011-05-12
0032009-01-01MICHAEL SCUTELLA MICHAEL SCUTELLA2010-05-04

Plan Statistics for OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN

401k plan membership statisitcs for OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN

Measure Date Value
2022: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-01129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01211
Number of participants with account balances2022-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01201
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01178
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01154
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01133
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2009: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0166
Number of participants with account balances2009-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN

Measure Date Value
2022 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,787,044
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$664,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$560,680
Expenses. Certain deemed distributions of participant loans2022-12-31$2,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,125,080
Value of total assets at end of year2022-12-31$18,396,301
Value of total assets at beginning of year2022-12-31$20,847,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,168
Total interest from all sources2022-12-31$4,912
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$708,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$101,168
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$7,520
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$126,982
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$741,512
Participant contributions at end of year2022-12-31$79,477
Participant contributions at beginning of year2022-12-31$98,710
Participant contributions at end of year2022-12-31$-32
Participant contributions at beginning of year2022-12-31$54,277
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,451,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,396,301
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,847,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,470,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,602,066
Income. Interest from loans (other than to participants)2022-12-31$4,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$152,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$239,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$239,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$426,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$479,680
Asset value of US Government securities at end of year2022-12-31$388,778
Asset value of US Government securities at beginning of year2022-12-31$180,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,625,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$341,231
Employer contributions (assets) at end of year2022-12-31$341,231
Employer contributions (assets) at beginning of year2022-12-31$295,689
Income. Dividends from common stock2022-12-31$708,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$560,680
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,529,442
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,769,825
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2022-12-31251690617
2021 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$191
Total income from all sources (including contributions)2021-12-31$3,210,324
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$412,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$353,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$955,881
Value of total assets at end of year2021-12-31$20,847,636
Value of total assets at beginning of year2021-12-31$18,049,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,741
Total interest from all sources2021-12-31$4,303
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$867,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$58,741
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$126,982
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$12,299
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$648,862
Participant contributions at end of year2021-12-31$98,710
Participant contributions at beginning of year2021-12-31$57,467
Participant contributions at end of year2021-12-31$54,277
Participant contributions at beginning of year2021-12-31$-9
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,798,317
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,847,636
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,049,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,602,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,166,949
Income. Interest from loans (other than to participants)2021-12-31$4,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$239,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$509,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$509,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$479,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$453,750
Asset value of US Government securities at end of year2021-12-31$180,976
Asset value of US Government securities at beginning of year2021-12-31$25,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,382,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$278,195
Employer contributions (assets) at end of year2021-12-31$295,689
Employer contributions (assets) at beginning of year2021-12-31$266,390
Income. Dividends from common stock2021-12-31$867,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$353,266
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,769,825
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,557,793
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2021-12-31251690617
2020 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$559
Total income from all sources (including contributions)2020-12-31$2,654,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$300,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$255,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$995,183
Value of total assets at end of year2020-12-31$18,049,510
Value of total assets at beginning of year2020-12-31$15,695,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,554
Total interest from all sources2020-12-31$4,513
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$440,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$45,554
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$12,299
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$88,434
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$646,890
Participant contributions at end of year2020-12-31$57,467
Participant contributions at beginning of year2020-12-31$92,680
Participant contributions at end of year2020-12-31$-9
Participant contributions at beginning of year2020-12-31$11,544
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,353,975
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,049,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,695,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,166,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,355,667
Income. Interest from loans (other than to participants)2020-12-31$4,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$509,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$275,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$275,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$453,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$354,582
Asset value of US Government securities at end of year2020-12-31$25,275
Asset value of US Government securities at beginning of year2020-12-31$185,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,214,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$278,768
Employer contributions (assets) at end of year2020-12-31$266,390
Employer contributions (assets) at beginning of year2020-12-31$274,997
Income. Dividends from common stock2020-12-31$440,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$255,226
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,557,793
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,056,848
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2020-12-31251690617
2019 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88
Total income from all sources (including contributions)2019-12-31$3,437,877
Total income from all sources (including contributions)2019-12-31$3,437,877
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,473,648
Total of all expenses incurred2019-12-31$1,473,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,426,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,426,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$946,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$946,614
Value of total assets at end of year2019-12-31$15,695,903
Value of total assets at end of year2019-12-31$15,695,903
Value of total assets at beginning of year2019-12-31$13,731,203
Value of total assets at beginning of year2019-12-31$13,731,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,476
Total interest from all sources2019-12-31$5,087
Total interest from all sources2019-12-31$5,087
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$486,095
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$486,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$47,476
Administrative expenses professional fees incurred2019-12-31$47,476
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$88,434
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$88,434
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$594,316
Contributions received from participants2019-12-31$594,316
Participant contributions at end of year2019-12-31$92,680
Participant contributions at end of year2019-12-31$92,680
Participant contributions at beginning of year2019-12-31$94,629
Participant contributions at beginning of year2019-12-31$94,629
Participant contributions at end of year2019-12-31$11,544
Participant contributions at end of year2019-12-31$11,544
Participant contributions at beginning of year2019-12-31$1,700
Participant contributions at beginning of year2019-12-31$1,700
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,337
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$88
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,964,229
Value of net income/loss2019-12-31$1,964,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,695,344
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,695,344
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,731,115
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,731,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$395
Assets. partnership/joint venture interests at beginning of year2019-12-31$395
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,355,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,355,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,755,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,755,280
Income. Interest from loans (other than to participants)2019-12-31$5,087
Income. Interest from loans (other than to participants)2019-12-31$5,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$275,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$275,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$284,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$284,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$284,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$284,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$354,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$354,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$369,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$369,030
Asset value of US Government securities at end of year2019-12-31$185,789
Asset value of US Government securities at end of year2019-12-31$185,789
Asset value of US Government securities at beginning of year2019-12-31$228,493
Asset value of US Government securities at beginning of year2019-12-31$228,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,000,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,000,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$264,961
Contributions received in cash from employer2019-12-31$264,961
Employer contributions (assets) at end of year2019-12-31$274,997
Employer contributions (assets) at end of year2019-12-31$274,997
Employer contributions (assets) at beginning of year2019-12-31$237,944
Employer contributions (assets) at beginning of year2019-12-31$237,944
Income. Dividends from common stock2019-12-31$486,095
Income. Dividends from common stock2019-12-31$486,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,426,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,426,172
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,056,848
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,056,848
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,759,196
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,759,196
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm name2019-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2019-12-31251690617
Accountancy firm EIN2019-12-31251690617
2018 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$88
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$156,747
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$276,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$242,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$946,690
Value of total assets at end of year2018-12-31$13,731,203
Value of total assets at beginning of year2018-12-31$13,851,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,504
Total interest from all sources2018-12-31$5,110
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$573,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$34,504
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$103,160
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$550,087
Participant contributions at end of year2018-12-31$94,629
Participant contributions at beginning of year2018-12-31$101,304
Participant contributions at end of year2018-12-31$1,700
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$88
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-120,077
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,731,115
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,851,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$395
Assets. partnership/joint venture interests at beginning of year2018-12-31$449
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,755,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,721,161
Income. Interest from loans (other than to participants)2018-12-31$5,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$284,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$287,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$287,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$369,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$209,090
Asset value of US Government securities at end of year2018-12-31$228,493
Asset value of US Government securities at beginning of year2018-12-31$133,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,368,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$234,417
Employer contributions (assets) at end of year2018-12-31$237,944
Employer contributions (assets) at beginning of year2018-12-31$410,063
Income. Dividends from common stock2018-12-31$573,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$242,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,759,196
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,884,376
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2018-12-31251690617
2017 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,604,732
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,259,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,234,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$943,962
Value of total assets at end of year2017-12-31$13,851,192
Value of total assets at beginning of year2017-12-31$12,506,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,217
Total interest from all sources2017-12-31$5,727
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$432,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$25,217
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$103,160
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$108,287
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$513,869
Participant contributions at end of year2017-12-31$101,304
Participant contributions at beginning of year2017-12-31$96,467
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,345,143
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,851,192
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,506,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$449
Assets. partnership/joint venture interests at beginning of year2017-12-31$313
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,721,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,243,365
Interest on participant loans2017-12-31$5,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$287,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$690,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$690,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$209,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$171,572
Asset value of US Government securities at end of year2017-12-31$133,906
Asset value of US Government securities at beginning of year2017-12-31$94,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,222,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$398,127
Employer contributions (assets) at end of year2017-12-31$410,063
Employer contributions (assets) at beginning of year2017-12-31$525,163
Income. Dividends from common stock2017-12-31$432,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,234,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,884,376
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,575,676
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2017-12-31251690617
2016 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,086,788
Total loss/gain on sale of assets2016-12-31$-15,196
Total of all expenses incurred2016-12-31$192,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$165,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,087,767
Value of total assets at end of year2016-12-31$12,506,049
Value of total assets at beginning of year2016-12-31$10,611,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,949
Total interest from all sources2016-12-31$2,840
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$108,287
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$75,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$513,173
Participant contributions at end of year2016-12-31$96,467
Participant contributions at beginning of year2016-12-31$34,106
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$13,567
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$47,473
Other income not declared elsewhere2016-12-31$1,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,894,783
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,506,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,611,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$313
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$22,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,243,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,580,710
Interest on participant loans2016-12-31$2,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$690,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$497,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$497,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$171,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$94,855
Asset value of US Government securities at beginning of year2016-12-31$29,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$903,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$527,121
Employer contributions (assets) at end of year2016-12-31$525,163
Employer contributions (assets) at beginning of year2016-12-31$463,549
Income. Dividends from common stock2016-12-31$105,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$165,056
Contract administrator fees2016-12-31$4,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,575,676
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,917,194
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-15,196
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2016-12-31251690617
2009 : OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN

2022: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2009: OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING P AN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260150-01
Policy instance 1
Insurance contract or identification number1260150-01
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260150-01
Policy instance 1
Insurance contract or identification number1260150-01
Number of Individuals Covered170
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260150-01
Policy instance 1
Insurance contract or identification number1260150-01
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260150-01
Policy instance 1
Insurance contract or identification number1260150-01
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260150-01
Policy instance 1
Insurance contract or identification number1260150-01
Number of Individuals Covered113
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?3
Insurance broker nameROBERT M. CACCHIONE

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