401k Plan data: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST plan

NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST
Plan identification number	001

NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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

NORTH SHORE RHEUMATOLOGY, S.C. has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE RHEUMATOLOGY, S.C.

Employer identification number (EIN): 364440064

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 JENNIFER CAPEZIO
001 2017-01-01 JENNIFER CAPEZIO
001 2016-01-01 JENNIFER CAPEZIO
001 2015-01-01 JENNIFER CAPEZIO
001 2014-01-01 JENNIFER CAPEZIO
001 2013-01-01 JENNIFER CAPEZIO
001 2012-01-01 JENNIFER CAPEZIO
001 2011-01-01 JENNIFER CAPEZIO
001 2009-01-01 JENNIFER CAPEZIO

Plan Statistics for NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST

401k plan membership statisitcs for NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST

Measure Date Value
2019: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST

Measure	Date	Value
2019 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$378,199
Expenses. Total of all expenses incurred	2019-12-31	$2,680,623
Benefits paid (including direct rollovers)	2019-12-31	$2,662,062
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$2,302,424
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$25,725
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$347,639
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-2,302,424
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,302,424
Total contributions received or receivable from employer(s)	2019-12-31	$4,835
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$59,035
Expenses. Total of all expenses incurred	2018-12-31	$31,013
Benefits paid (including direct rollovers)	2018-12-31	$13,843
Total plan assets at end of year	2018-12-31	$2,302,424
Total plan assets at beginning of year	2018-12-31	$2,274,402
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$80,994
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-81,728
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$28,022
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,302,424
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,274,402
Total contributions received or receivable from employer(s)	2018-12-31	$59,769
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$17,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$439,011
Expenses. Total of all expenses incurred	2017-12-31	$43,157
Benefits paid (including direct rollovers)	2017-12-31	$31,400
Total plan assets at end of year	2017-12-31	$2,274,402
Total plan assets at beginning of year	2017-12-31	$1,878,548
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$85,970
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$284,368
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$395,854
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,274,402
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,878,548
Total contributions received or receivable from employer(s)	2017-12-31	$68,673
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$303,528
Expenses. Total of all expenses incurred	2016-12-31	$12,000
Benefits paid (including direct rollovers)	2016-12-31	$11,905
Total plan assets at end of year	2016-12-31	$1,878,548
Total plan assets at beginning of year	2016-12-31	$1,587,020
Value of fidelity bond covering the plan	2016-12-31	$160,000
Total contributions received or receivable from participants	2016-12-31	$78,850
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$154,992
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$291,528
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,878,548
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,587,020
Total contributions received or receivable from employer(s)	2016-12-31	$69,686
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$119,260
Expenses. Total of all expenses incurred	2015-12-31	$11,755
Benefits paid (including direct rollovers)	2015-12-31	$11,470
Total plan assets at end of year	2015-12-31	$1,587,020
Total plan assets at beginning of year	2015-12-31	$1,479,515
Value of fidelity bond covering the plan	2015-12-31	$155,000
Total contributions received or receivable from participants	2015-12-31	$78,494
Expenses. Other expenses not covered elsewhere	2015-12-31	$285
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-12,767
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$107,505
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,587,020
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,479,515
Total contributions received or receivable from employer(s)	2015-12-31	$53,533
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$229,734
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,479,515
Total plan assets at beginning of year	2014-12-31	$1,249,781
Value of fidelity bond covering the plan	2014-12-31	$155,000
Total contributions received or receivable from participants	2014-12-31	$58,044
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$11,860
Other income received	2014-12-31	$97,104
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$229,734
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,479,515
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,249,781
Total contributions received or receivable from employer(s)	2014-12-31	$62,726
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$356,915
Expenses. Total of all expenses incurred	2013-12-31	$32,978
Benefits paid (including direct rollovers)	2013-12-31	$32,838
Total plan assets at end of year	2013-12-31	$1,249,781
Total plan assets at beginning of year	2013-12-31	$925,844
Value of fidelity bond covering the plan	2013-12-31	$155,000
Total contributions received or receivable from participants	2013-12-31	$56,643
Expenses. Other expenses not covered elsewhere	2013-12-31	$140
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$245,338
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$323,937
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,249,781
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$925,844
Total contributions received or receivable from employer(s)	2013-12-31	$54,934
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$228,103
Expenses. Total of all expenses incurred	2012-12-31	$250,528
Benefits paid (including direct rollovers)	2012-12-31	$250,458
Total plan assets at end of year	2012-12-31	$925,844
Total plan assets at beginning of year	2012-12-31	$948,269
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$52,772
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$122,257
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-22,425
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$925,844
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$948,269
Total contributions received or receivable from employer(s)	2012-12-31	$53,074
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$105,607
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$948,269
Total plan assets at beginning of year	2011-12-31	$842,662
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$75,052
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-16,061
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$105,607
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$948,269
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$842,662
Total contributions received or receivable from employer(s)	2011-12-31	$46,616
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$198,339
Expenses. Total of all expenses incurred	2010-12-31	$56,970
Benefits paid (including direct rollovers)	2010-12-31	$56,970
Total plan assets at end of year	2010-12-31	$842,662
Total plan assets at beginning of year	2010-12-31	$701,293
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$52,346
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$67,609
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$141,369
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$842,662
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$701,293
Total contributions received or receivable from employer(s)	2010-12-31	$78,384
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST

2019: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTH SHORE RHEUMATOLOGY, S.C. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH SHORE RHEUMATOLOGY, S.C.
Employer identification number (EIN):	364440064
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	JENNIFER CAPEZIO
001	2017-01-01	JENNIFER CAPEZIO
001	2016-01-01	JENNIFER CAPEZIO
001	2015-01-01	JENNIFER CAPEZIO
001	2014-01-01	JENNIFER CAPEZIO
001	2013-01-01	JENNIFER CAPEZIO
001	2012-01-01	JENNIFER CAPEZIO
001	2011-01-01	JENNIFER CAPEZIO
001	2009-01-01	JENNIFER CAPEZIO