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Plan Name | HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | DOUGLAS WISSMANN | 2023-10-10 | DOUGLAS WISSMANN | 2023-10-10 |
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2018-08-02 | |
002 | 2016-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2017-10-12 | |
002 | 2015-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2016-10-11 | |
002 | 2014-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2015-10-15 | |
002 | 2013-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2014-10-13 | |
002 | 2012-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2013-10-03 | |
002 | 2011-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2012-10-11 | |
002 | 2010-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2011-10-14 | |
002 | 2009-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2010-10-15 | |
002 | 2009-01-01 | DOUGLAS WISSMANN | DOUGLAS WISSMANN | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 1,904,440 |
Acturial value of plan assets | 2022-12-31 | 1,904,440 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 367,139 |
Number of terminated vested participants | 2022-12-31 | 35 |
Fundng target for terminated vested participants | 2022-12-31 | 365,127 |
Active participant vested funding target | 2022-12-31 | 913,613 |
Number of active participants | 2022-12-31 | 90 |
Total funding liabilities for active participants | 2022-12-31 | 938,029 |
Total participant count | 2022-12-31 | 130 |
Total funding target for all participants | 2022-12-31 | 1,670,295 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 108,088 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 114,163 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 15,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 14,779 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 104,898 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 14,779 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 35 |
Total of all active and inactive participants | 2022-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 1,817,557 |
Acturial value of plan assets | 2021-12-31 | 1,817,557 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 322,584 |
Number of terminated vested participants | 2021-12-31 | 28 |
Fundng target for terminated vested participants | 2021-12-31 | 407,898 |
Active participant vested funding target | 2021-12-31 | 884,382 |
Number of active participants | 2021-12-31 | 106 |
Total funding liabilities for active participants | 2021-12-31 | 920,480 |
Total participant count | 2021-12-31 | 138 |
Total funding target for all participants | 2021-12-31 | 1,650,962 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 68,568 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 72,490 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 109,434 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 108,088 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 128,885 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 108,088 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 35 |
Total of all active and inactive participants | 2021-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,723,224 |
Acturial value of plan assets | 2020-12-31 | 1,723,224 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 325,654 |
Number of terminated vested participants | 2020-12-31 | 58 |
Fundng target for terminated vested participants | 2020-12-31 | 433,287 |
Active participant vested funding target | 2020-12-31 | 906,714 |
Number of active participants | 2020-12-31 | 107 |
Total funding liabilities for active participants | 2020-12-31 | 946,110 |
Total participant count | 2020-12-31 | 169 |
Total funding target for all participants | 2020-12-31 | 1,705,051 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 46 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 49 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 176,920 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 170,850 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 120,455 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 102,282 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 102,282 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 170,850 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 28 |
Total of all active and inactive participants | 2020-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,621,371 |
Acturial value of plan assets | 2019-12-31 | 1,621,371 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 341,920 |
Number of terminated vested participants | 2019-12-31 | 46 |
Fundng target for terminated vested participants | 2019-12-31 | 331,863 |
Active participant vested funding target | 2019-12-31 | 1,125,331 |
Number of active participants | 2019-12-31 | 117 |
Total funding liabilities for active participants | 2019-12-31 | 1,174,279 |
Total participant count | 2019-12-31 | 167 |
Total funding target for all participants | 2019-12-31 | 1,848,062 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 5,216 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,514 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 185,927 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 176,965 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 126,809 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 226,691 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 176,919 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 176,919 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 176,965 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 58 |
Total of all active and inactive participants | 2019-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,653,431 |
Acturial value of plan assets | 2018-12-31 | 1,653,431 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 291,541 |
Number of terminated vested participants | 2018-12-31 | 42 |
Fundng target for terminated vested participants | 2018-12-31 | 291,645 |
Active participant vested funding target | 2018-12-31 | 1,063,254 |
Number of active participants | 2018-12-31 | 124 |
Total funding liabilities for active participants | 2018-12-31 | 1,111,275 |
Total participant count | 2018-12-31 | 169 |
Total funding target for all participants | 2018-12-31 | 1,694,461 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 37,626 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 39,853 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 147,308 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 142,073 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 119,742 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 41,030 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 136,857 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 136,857 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 142,073 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 46 |
Total of all active and inactive participants | 2018-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
2017: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,491,974 |
Acturial value of plan assets | 2017-12-31 | 1,491,974 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 283,882 |
Number of terminated vested participants | 2017-12-31 | 45 |
Fundng target for terminated vested participants | 2017-12-31 | 261,316 |
Active participant vested funding target | 2017-12-31 | 1,126,235 |
Number of active participants | 2017-12-31 | 115 |
Total funding liabilities for active participants | 2017-12-31 | 1,153,279 |
Total participant count | 2017-12-31 | 162 |
Total funding target for all participants | 2017-12-31 | 1,698,477 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 37 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 39 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 190,995 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 184,932 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 108,059 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 206,503 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 147,306 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 147,306 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 184,932 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 42 |
Total of all active and inactive participants | 2017-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,443,721 |
Acturial value of plan assets | 2016-12-31 | 1,443,721 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 183,306 |
Number of terminated vested participants | 2016-12-31 | 42 |
Fundng target for terminated vested participants | 2016-12-31 | 186,621 |
Active participant vested funding target | 2016-12-31 | 1,226,048 |
Number of active participants | 2016-12-31 | 114 |
Total funding liabilities for active participants | 2016-12-31 | 1,248,735 |
Total participant count | 2016-12-31 | 158 |
Total funding target for all participants | 2016-12-31 | 1,618,662 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 20 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 21 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 136,355 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 130,594 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 100,010 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 174,941 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 130,557 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 130,557 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 130,594 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 45 |
Total of all active and inactive participants | 2016-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 42 |
Total of all active and inactive participants | 2015-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 32 |
Total of all active and inactive participants | 2014-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 24 |
Total of all active and inactive participants | 2012-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 6 |
2009: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-306,733 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $107,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $1,531,138 |
Value of total assets at beginning of year | 2022-12-31 | $1,899,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,506 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $7,506 |
Total non interest bearing cash at end of year | 2022-12-31 | $49,268 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,421,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,780,883 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $60,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $83,477 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $83,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $15,000 |
Income. Dividends from common stock | 2022-12-31 | $31,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $99,754 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2022-12-31 | 465416249 |
2021 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $151,234 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $211,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $1,899,087 |
Value of total assets at beginning of year | 2021-12-31 | $1,817,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,216 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $8,216 |
Total non interest bearing cash at end of year | 2021-12-31 | $34,727 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,780,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,738,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $83,477 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $24,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $24,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $109,434 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $32,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $203,293 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2021-12-31 | 465416249 |
2020 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $182,857 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $292,090 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $1,817,557 |
Value of total assets at beginning of year | 2020-12-31 | $1,724,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,832 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $7,832 |
Total non interest bearing cash at end of year | 2020-12-31 | $54,463 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,738,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,588,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $24,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $22,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $22,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $176,920 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $83,285 |
Income. Dividends from common stock | 2020-12-31 | $25,134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $284,258 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2020-12-31 | 465416249 |
2019 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $224,901 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $340,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $1,724,736 |
Value of total assets at beginning of year | 2019-12-31 | $1,621,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,117 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $7,117 |
Total non interest bearing cash at end of year | 2019-12-31 | $29,835 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,588,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,378,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $22,740 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $66,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $66,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $185,927 |
Employer contributions (assets) at end of year | 2019-12-31 | $83,285 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $36,827 |
Income. Dividends from common stock | 2019-12-31 | $32,724 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $333,126 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2019-12-31 | 465416249 |
2018 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-106,236 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $101,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $1,621,427 |
Value of total assets at beginning of year | 2018-12-31 | $1,652,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,779 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $3,779 |
Total non interest bearing cash at end of year | 2018-12-31 | $139,124 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,378,655 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,497,506 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $66,821 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $28,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $28,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $147,308 |
Employer contributions (assets) at end of year | 2018-12-31 | $36,827 |
Income. Dividends from common stock | 2018-12-31 | $29,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $97,792 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2018-12-31 | 465416249 |
2017 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $181,661 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $240,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $1,652,826 |
Value of total assets at beginning of year | 2017-12-31 | $1,492,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,624 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $3,624 |
Total non interest bearing cash at end of year | 2017-12-31 | $126,787 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,497,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,278,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $28,533 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $40,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $40,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $190,995 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $42,464 |
Income. Dividends from common stock | 2017-12-31 | $28,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $236,703 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2017-12-31 | 465416249 |
2016 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $39,010 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $150,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $1,492,408 |
Value of total assets at beginning of year | 2016-12-31 | $1,447,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,612 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $19,985 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $3,612 |
Total non interest bearing cash at end of year | 2016-12-31 | $130,580 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,278,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,179,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $40,773 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $83,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $83,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $136,355 |
Employer contributions (assets) at end of year | 2016-12-31 | $42,464 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $138,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $146,821 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2016-12-31 | 465416249 |
2015 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-29,650 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $82,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $1,447,491 |
Value of total assets at beginning of year | 2015-12-31 | $1,399,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,692 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $21,525 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $4,692 |
Total non interest bearing cash at end of year | 2015-12-31 | $45,419 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,179,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,199,995 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $83,433 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $75,832 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $75,832 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $138,701 |
Employer contributions (assets) at end of year | 2015-12-31 | $138,701 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $33,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $77,908 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2015-12-31 | 465416249 |
2014 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $15,807 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $-1,244 |
Total of all expenses incurred | 2014-12-31 | $72,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $1,399,515 |
Value of total assets at beginning of year | 2014-12-31 | $1,343,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,030 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $15,902 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $4,030 |
Total non interest bearing cash at end of year | 2014-12-31 | $89,906 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,199,995 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,138,130 |
Income. Interest from US Government securities | 2014-12-31 | $1,781 |
Income. Interest from corporate debt instruments | 2014-12-31 | $894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $75,832 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $30,180 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $30,180 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $48,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $95,213 |
Employer contributions (assets) at end of year | 2014-12-31 | $33,782 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $50,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $68,745 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $27,402 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $74,876 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $76,120 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | HMM, CPAS LLP |
Accountancy firm EIN | 2014-12-31 | 465416249 |
2013 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $99,229 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $46,881 |
Total of all expenses incurred | 2013-12-31 | $135,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $1,343,937 |
Value of total assets at beginning of year | 2013-12-31 | $1,174,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,546 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $17,783 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $3,546 |
Total non interest bearing cash at end of year | 2013-12-31 | $49,434 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,138,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $992,774 |
Income. Interest from US Government securities | 2013-12-31 | $2,780 |
Income. Interest from corporate debt instruments | 2013-12-31 | $1,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $30,180 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $39,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $39,617 |
Asset value of US Government securities at end of year | 2013-12-31 | $48,718 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $76,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $137,292 |
Employer contributions (assets) at end of year | 2013-12-31 | $50,073 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $31,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $132,041 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $27,402 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $29,201 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $21,531 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $-25,350 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | HORAN, MARTELLO, MORRONE, P.C. |
Accountancy firm EIN | 2013-12-31 | 112528271 |
2012 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,402 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $-1,105 |
Total of all expenses incurred | 2012-12-31 | $191,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $1,174,340 |
Value of total assets at beginning of year | 2012-12-31 | $1,086,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,724 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $19,196 |
Administrative expenses professional fees incurred | 2012-12-31 | $355 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $3,369 |
Total non interest bearing cash at end of year | 2012-12-31 | $4,290 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $992,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $793,628 |
Income. Interest from US Government securities | 2012-12-31 | $4,576 |
Income. Interest from corporate debt instruments | 2012-12-31 | $1,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $39,617 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $95,572 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $95,572 |
Asset value of US Government securities at end of year | 2012-12-31 | $76,783 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $146,099 |
Employer contributions (assets) at end of year | 2012-12-31 | $31,675 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $48,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $187,710 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $29,201 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $27,091 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $17,168 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $18,273 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | HORAN, MARTELLO, MORRONE, P.C. |
Accountancy firm EIN | 2012-12-31 | 112528271 |
2011 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $6,399 |
Total of all expenses incurred | 2011-12-31 | $117,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $1,086,721 |
Value of total assets at beginning of year | 2011-12-31 | $1,106,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,937 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $290 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $3,647 |
Total non interest bearing cash at end of year | 2011-12-31 | $26,975 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $793,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $830,353 |
Interest earned on other investments | 2011-12-31 | $17,634 |
Income. Interest from US Government securities | 2011-12-31 | $7,663 |
Income. Interest from corporate debt instruments | 2011-12-31 | $1,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $95,572 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $54,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $94,831 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $132,693 |
Employer contributions (assets) at end of year | 2011-12-31 | $48,624 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $30,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $113,812 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $27,091 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $26,036 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $382,598 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $376,199 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | HORAN, MARTELLO, MORRONE, P.C. |
Accountancy firm EIN | 2011-12-31 | 112528271 |
2010 : HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $129,254 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $-41,083 |
Total of all expenses incurred | 2010-12-31 | $240,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $1,106,884 |
Value of total assets at beginning of year | 2010-12-31 | $1,116,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,546 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $117 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $3,429 |
Total non interest bearing cash at end of year | 2010-12-31 | $11,398 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $830,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $608,830 |
Interest earned on other investments | 2010-12-31 | $10,251 |
Income. Interest from US Government securities | 2010-12-31 | $10,814 |
Income. Interest from corporate debt instruments | 2010-12-31 | $982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $54,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $74,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $154,956 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $215,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $120,392 |
Employer contributions (assets) at end of year | 2010-12-31 | $30,098 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $133,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $236,526 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $26,036 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $-41,083 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | HORAN, MARTELLO, MORRONE, P.C. |
Accountancy firm EIN | 2010-12-31 | 112528271 |
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 securities | 2009-12-31 | $0 |
2022: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HUDSON VALLEY CARE PARTNERS CASH BALANCE PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |