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HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 401k Plan overview

Plan NameHUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN
Plan identification number 002

HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

HUDSON VALLEY CARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HUDSON VALLEY CARE PARTNERS, LLC
Employer identification number (EIN):510491047
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about HUDSON VALLEY CARE PARTNERS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2003-12-30
Company Identification Number: 2993376
Legal Registered Office Address: 182-15 HILLSIDE AVENUE
Ulster
JAMAICA ESTATES
United States of America (USA)
11432

More information about HUDSON VALLEY CARE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DOUGLAS WISSMANN2023-10-10 DOUGLAS WISSMANN2023-10-10
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2018-08-02
0022016-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2017-10-12
0022015-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2016-10-11
0022014-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2015-10-15
0022013-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2014-10-13
0022012-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2013-10-03
0022011-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2012-10-11
0022010-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2011-10-14
0022009-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2010-10-15
0022009-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2010-10-14

Plan Statistics for HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN

401k plan membership statisitcs for HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN

Measure Date Value
2022: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,904,440
Acturial value of plan assets2022-12-311,904,440
Funding target for retired participants and beneficiaries receiving payment2022-12-31367,139
Number of terminated vested participants2022-12-3135
Fundng target for terminated vested participants2022-12-31365,127
Active participant vested funding target2022-12-31913,613
Number of active participants2022-12-3190
Total funding liabilities for active participants2022-12-31938,029
Total participant count2022-12-31130
Total funding target for all participants2022-12-311,670,295
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31108,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31114,163
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3115,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3114,779
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31104,898
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3114,779
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0176
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,817,557
Acturial value of plan assets2021-12-311,817,557
Funding target for retired participants and beneficiaries receiving payment2021-12-31322,584
Number of terminated vested participants2021-12-3128
Fundng target for terminated vested participants2021-12-31407,898
Active participant vested funding target2021-12-31884,382
Number of active participants2021-12-31106
Total funding liabilities for active participants2021-12-31920,480
Total participant count2021-12-31138
Total funding target for all participants2021-12-311,650,962
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3168,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3172,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31109,434
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31108,088
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31128,885
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31108,088
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,723,224
Acturial value of plan assets2020-12-311,723,224
Funding target for retired participants and beneficiaries receiving payment2020-12-31325,654
Number of terminated vested participants2020-12-3158
Fundng target for terminated vested participants2020-12-31433,287
Active participant vested funding target2020-12-31906,714
Number of active participants2020-12-31107
Total funding liabilities for active participants2020-12-31946,110
Total participant count2020-12-31169
Total funding target for all participants2020-12-311,705,051
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31176,920
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31170,850
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31120,455
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31102,282
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31102,282
Contributions allocatedtoward minimum required contributions for current year2020-12-31170,850
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,621,371
Acturial value of plan assets2019-12-311,621,371
Funding target for retired participants and beneficiaries receiving payment2019-12-31341,920
Number of terminated vested participants2019-12-3146
Fundng target for terminated vested participants2019-12-31331,863
Active participant vested funding target2019-12-311,125,331
Number of active participants2019-12-31117
Total funding liabilities for active participants2019-12-311,174,279
Total participant count2019-12-31167
Total funding target for all participants2019-12-311,848,062
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-315,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31185,927
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31176,965
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31126,809
Net shortfall amortization installment of oustanding balance2019-12-31226,691
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31176,919
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31176,919
Contributions allocatedtoward minimum required contributions for current year2019-12-31176,965
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,653,431
Acturial value of plan assets2018-12-311,653,431
Funding target for retired participants and beneficiaries receiving payment2018-12-31291,541
Number of terminated vested participants2018-12-3142
Fundng target for terminated vested participants2018-12-31291,645
Active participant vested funding target2018-12-311,063,254
Number of active participants2018-12-31124
Total funding liabilities for active participants2018-12-311,111,275
Total participant count2018-12-31169
Total funding target for all participants2018-12-311,694,461
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3137,626
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3139,853
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31147,308
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31142,073
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31119,742
Net shortfall amortization installment of oustanding balance2018-12-3141,030
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31136,857
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31136,857
Contributions allocatedtoward minimum required contributions for current year2018-12-31142,073
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-311,491,974
Acturial value of plan assets2017-12-311,491,974
Funding target for retired participants and beneficiaries receiving payment2017-12-31283,882
Number of terminated vested participants2017-12-3145
Fundng target for terminated vested participants2017-12-31261,316
Active participant vested funding target2017-12-311,126,235
Number of active participants2017-12-31115
Total funding liabilities for active participants2017-12-311,153,279
Total participant count2017-12-31162
Total funding target for all participants2017-12-311,698,477
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3139
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31190,995
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31184,932
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31108,059
Net shortfall amortization installment of oustanding balance2017-12-31206,503
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31147,306
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31147,306
Contributions allocatedtoward minimum required contributions for current year2017-12-31184,932
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,443,721
Acturial value of plan assets2016-12-311,443,721
Funding target for retired participants and beneficiaries receiving payment2016-12-31183,306
Number of terminated vested participants2016-12-3142
Fundng target for terminated vested participants2016-12-31186,621
Active participant vested funding target2016-12-311,226,048
Number of active participants2016-12-31114
Total funding liabilities for active participants2016-12-311,248,735
Total participant count2016-12-31158
Total funding target for all participants2016-12-311,618,662
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31136,355
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31130,594
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31100,010
Net shortfall amortization installment of oustanding balance2016-12-31174,941
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31130,557
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31130,557
Contributions allocatedtoward minimum required contributions for current year2016-12-31130,594
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01166
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01125
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN

Measure Date Value
2022 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-306,733
Total unrealized appreciation/depreciation of assets2022-12-31$-306,733
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$0
Total income from all sources (including contributions)2022-12-31$-260,689
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$107,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$99,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,000
Value of total assets at end of year2022-12-31$1,531,138
Value of total assets at beginning of year2022-12-31$1,899,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,506
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$7,506
Total non interest bearing cash at end of year2022-12-31$49,268
Total non interest bearing cash at beginning of year2022-12-31$34,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-367,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,531,138
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,899,087
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$1,421,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,780,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$60,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$83,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$83,477
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$15,000
Income. Dividends from common stock2022-12-31$31,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$99,754
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 name2022-12-31HMM, CPAS LLP
Accountancy firm EIN2022-12-31465416249
2021 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$151,234
Total unrealized appreciation/depreciation of assets2021-12-31$151,234
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$0
Total income from all sources (including contributions)2021-12-31$293,039
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$211,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$203,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$109,434
Value of total assets at end of year2021-12-31$1,899,087
Value of total assets at beginning of year2021-12-31$1,817,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,216
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
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
Administrative expenses (other) incurred2021-12-31$8,216
Total non interest bearing cash at end of year2021-12-31$34,727
Total non interest bearing cash at beginning of year2021-12-31$54,463
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$81,530
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,899,087
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,817,557
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$1,780,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,738,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$83,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$24,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$24,410
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$109,434
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from common stock2021-12-31$32,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$203,293
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31HMM, CPAS LLP
Accountancy firm EIN2021-12-31465416249
2020 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$182,857
Total unrealized appreciation/depreciation of assets2020-12-31$182,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$384,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$292,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$284,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$176,920
Value of total assets at end of year2020-12-31$1,817,557
Value of total assets at beginning of year2020-12-31$1,724,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,832
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
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
Administrative expenses (other) incurred2020-12-31$7,832
Total non interest bearing cash at end of year2020-12-31$54,463
Total non interest bearing cash at beginning of year2020-12-31$29,835
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$92,821
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,817,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,724,736
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$1,738,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,588,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$24,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$22,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$22,740
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$176,920
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$83,285
Income. Dividends from common stock2020-12-31$25,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$284,258
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31HMM, CPAS LLP
Accountancy firm EIN2020-12-31465416249
2019 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$224,901
Total unrealized appreciation/depreciation of assets2019-12-31$224,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$443,552
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$340,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$185,927
Value of total assets at end of year2019-12-31$1,724,736
Value of total assets at beginning of year2019-12-31$1,621,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,117
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
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
Administrative expenses (other) incurred2019-12-31$7,117
Total non interest bearing cash at end of year2019-12-31$29,835
Total non interest bearing cash at beginning of year2019-12-31$139,124
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
Value of net income/loss2019-12-31$103,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,724,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,621,427
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,588,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,378,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$22,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$66,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$66,821
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$185,927
Employer contributions (assets) at end of year2019-12-31$83,285
Employer contributions (assets) at beginning of year2019-12-31$36,827
Income. Dividends from common stock2019-12-31$32,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$333,126
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm EIN2019-12-31465416249
2018 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-106,236
Total unrealized appreciation/depreciation of assets2018-12-31$-106,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$70,172
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$101,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$97,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$147,308
Value of total assets at end of year2018-12-31$1,621,427
Value of total assets at beginning of year2018-12-31$1,652,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,779
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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
Administrative expenses (other) incurred2018-12-31$3,779
Total non interest bearing cash at end of year2018-12-31$139,124
Total non interest bearing cash at beginning of year2018-12-31$126,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,399
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,621,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,652,826
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,378,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,497,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$66,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,533
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$147,308
Employer contributions (assets) at end of year2018-12-31$36,827
Income. Dividends from common stock2018-12-31$29,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$97,792
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HMM, CPAS LLP
Accountancy firm EIN2018-12-31465416249
2017 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$181,661
Total unrealized appreciation/depreciation of assets2017-12-31$181,661
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$400,745
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$240,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$236,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$190,995
Value of total assets at end of year2017-12-31$1,652,826
Value of total assets at beginning of year2017-12-31$1,492,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,624
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
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
Administrative expenses (other) incurred2017-12-31$3,624
Total non interest bearing cash at end of year2017-12-31$126,787
Total non interest bearing cash at beginning of year2017-12-31$130,580
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$160,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,652,826
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,492,408
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,497,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,278,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$40,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$40,773
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$190,995
Employer contributions (assets) at beginning of year2017-12-31$42,464
Income. Dividends from common stock2017-12-31$28,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$236,703
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HMM, CPAS LLP
Accountancy firm EIN2017-12-31465416249
2016 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$39,010
Total unrealized appreciation/depreciation of assets2016-12-31$39,010
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$195,350
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$150,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$136,355
Value of total assets at end of year2016-12-31$1,492,408
Value of total assets at beginning of year2016-12-31$1,447,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,612
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,985
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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
Administrative expenses (other) incurred2016-12-31$3,612
Total non interest bearing cash at end of year2016-12-31$130,580
Total non interest bearing cash at beginning of year2016-12-31$45,419
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$44,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,492,408
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,447,491
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,278,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,179,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$40,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$83,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$83,433
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$136,355
Employer contributions (assets) at end of year2016-12-31$42,464
Employer contributions (assets) at beginning of year2016-12-31$138,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$146,821
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HMM, CPAS LLP
Accountancy firm EIN2016-12-31465416249
2015 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-29,650
Total unrealized appreciation/depreciation of assets2015-12-31$-29,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$130,576
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$82,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$77,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$138,701
Value of total assets at end of year2015-12-31$1,447,491
Value of total assets at beginning of year2015-12-31$1,399,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,692
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$21,525
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$4,692
Total non interest bearing cash at end of year2015-12-31$45,419
Total non interest bearing cash at beginning of year2015-12-31$89,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$47,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,447,491
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,399,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,179,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,199,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$83,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$75,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$75,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$138,701
Employer contributions (assets) at end of year2015-12-31$138,701
Employer contributions (assets) at beginning of year2015-12-31$33,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,908
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HMM, CPAS LLP
Accountancy firm EIN2015-12-31465416249
2014 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,807
Total unrealized appreciation/depreciation of assets2014-12-31$15,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$128,353
Total loss/gain on sale of assets2014-12-31$-1,244
Total of all expenses incurred2014-12-31$72,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$95,213
Value of total assets at end of year2014-12-31$1,399,515
Value of total assets at beginning of year2014-12-31$1,343,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,030
Total interest from all sources2014-12-31$2,675
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,902
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$4,030
Total non interest bearing cash at end of year2014-12-31$89,906
Total non interest bearing cash at beginning of year2014-12-31$49,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$55,578
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,399,515
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,343,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,199,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,138,130
Income. Interest from US Government securities2014-12-31$1,781
Income. Interest from corporate debt instruments2014-12-31$894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$75,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,180
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$48,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$95,213
Employer contributions (assets) at end of year2014-12-31$33,782
Employer contributions (assets) at beginning of year2014-12-31$50,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,745
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$27,402
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$74,876
Aggregate carrying amount (costs) on sale of assets2014-12-31$76,120
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HMM, CPAS LLP
Accountancy firm EIN2014-12-31465416249
2013 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$99,229
Total unrealized appreciation/depreciation of assets2013-12-31$99,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$305,184
Total loss/gain on sale of assets2013-12-31$46,881
Total of all expenses incurred2013-12-31$135,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$137,292
Value of total assets at end of year2013-12-31$1,343,937
Value of total assets at beginning of year2013-12-31$1,174,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,546
Total interest from all sources2013-12-31$3,999
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,783
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$3,546
Total non interest bearing cash at end of year2013-12-31$49,434
Total non interest bearing cash at beginning of year2013-12-31$4,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$169,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,343,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,174,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,138,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$992,774
Income. Interest from US Government securities2013-12-31$2,780
Income. Interest from corporate debt instruments2013-12-31$1,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$39,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$39,617
Asset value of US Government securities at end of year2013-12-31$48,718
Asset value of US Government securities at beginning of year2013-12-31$76,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$137,292
Employer contributions (assets) at end of year2013-12-31$50,073
Employer contributions (assets) at beginning of year2013-12-31$31,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,041
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$27,402
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$29,201
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$21,531
Aggregate carrying amount (costs) on sale of assets2013-12-31$-25,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2013-12-31112528271
2012 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,402
Total unrealized appreciation/depreciation of assets2012-12-31$4,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$279,053
Total loss/gain on sale of assets2012-12-31$-1,105
Total of all expenses incurred2012-12-31$191,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$146,099
Value of total assets at end of year2012-12-31$1,174,340
Value of total assets at beginning of year2012-12-31$1,086,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,724
Total interest from all sources2012-12-31$5,795
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,196
Administrative expenses professional fees incurred2012-12-31$355
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$3,369
Total non interest bearing cash at end of year2012-12-31$4,290
Total non interest bearing cash at beginning of year2012-12-31$26,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$87,619
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,174,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,086,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$992,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$793,628
Income. Interest from US Government securities2012-12-31$4,576
Income. Interest from corporate debt instruments2012-12-31$1,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$39,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$95,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$95,572
Asset value of US Government securities at end of year2012-12-31$76,783
Asset value of US Government securities at beginning of year2012-12-31$94,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$104,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$146,099
Employer contributions (assets) at end of year2012-12-31$31,675
Employer contributions (assets) at beginning of year2012-12-31$48,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,710
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$29,201
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$27,091
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,168
Aggregate carrying amount (costs) on sale of assets2012-12-31$18,273
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2012-12-31112528271
2011 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$97,586
Total loss/gain on sale of assets2011-12-31$6,399
Total of all expenses incurred2011-12-31$117,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$132,693
Value of total assets at end of year2011-12-31$1,086,721
Value of total assets at beginning of year2011-12-31$1,106,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,937
Total interest from all sources2011-12-31$26,526
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$3,647
Total non interest bearing cash at end of year2011-12-31$26,975
Total non interest bearing cash at beginning of year2011-12-31$11,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-20,163
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,086,721
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,106,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$793,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$830,353
Interest earned on other investments2011-12-31$17,634
Income. Interest from US Government securities2011-12-31$7,663
Income. Interest from corporate debt instruments2011-12-31$1,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$95,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$54,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$54,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10
Asset value of US Government securities at end of year2011-12-31$94,831
Asset value of US Government securities at beginning of year2011-12-31$154,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-68,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$132,693
Employer contributions (assets) at end of year2011-12-31$48,624
Employer contributions (assets) at beginning of year2011-12-31$30,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,812
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$27,091
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$26,036
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$382,598
Aggregate carrying amount (costs) on sale of assets2011-12-31$376,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2011-12-31112528271
2010 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$129,254
Total unrealized appreciation/depreciation of assets2010-12-31$129,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$230,645
Total loss/gain on sale of assets2010-12-31$-41,083
Total of all expenses incurred2010-12-31$240,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$236,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$120,392
Value of total assets at end of year2010-12-31$1,106,884
Value of total assets at beginning of year2010-12-31$1,116,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,546
Total interest from all sources2010-12-31$22,082
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$117
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,429
Total non interest bearing cash at end of year2010-12-31$11,398
Total non interest bearing cash at beginning of year2010-12-31$83,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-9,427
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,106,884
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,116,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$830,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$608,830
Interest earned on other investments2010-12-31$10,251
Income. Interest from US Government securities2010-12-31$10,814
Income. Interest from corporate debt instruments2010-12-31$982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$54,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$74,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$74,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$35
Asset value of US Government securities at end of year2010-12-31$154,956
Asset value of US Government securities at beginning of year2010-12-31$215,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,392
Employer contributions (assets) at end of year2010-12-31$30,098
Employer contributions (assets) at beginning of year2010-12-31$133,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$236,526
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$26,036
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$-41,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2010-12-31112528271
2009 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN

2022: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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