401k Plan data: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN plan

CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN
Plan identification number	003

CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALPINE HEMATOLOGY-ONCOLOGY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: ALPINE HEMATOLOGY-ONCOLOGY, LTD.

Employer identification number (EIN): 880152239

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 WESLEY FALCONER
003 2023-01-01 MICHAEL VANDERFORD 2024-10-01
003 2022-01-01 HEIDI HUNTER 2023-06-22
003 2021-01-01 HEIDI HUNTER 2022-08-25
003 2021-01-01 HEIDI HUNTER 2022-09-30
003 2020-01-01 HEIDI HUNTER 2021-08-04
003 2019-01-01
003 2018-01-01 DANIEL KALISH 2019-10-14 DANIEL KALISH 2019-10-14
003 2018-01-01 SOWJARYA REGANTI 2019-10-14 SOWJARYA REGANTI 2019-10-14
003 2017-01-01
003 2016-01-01
003 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2024-01-01	WESLEY FALCONER
003	2023-01-01	MICHAEL VANDERFORD	2024-10-01
003	2022-01-01	HEIDI HUNTER	2023-06-22
003	2021-01-01	HEIDI HUNTER	2022-08-25
003	2021-01-01	HEIDI HUNTER	2022-09-30
003	2020-01-01	HEIDI HUNTER	2021-08-04
003	2019-01-01
003	2018-01-01	DANIEL KALISH	2019-10-14	DANIEL KALISH	2019-10-14
003	2018-01-01	SOWJARYA REGANTI	2019-10-14	SOWJARYA REGANTI	2019-10-14
003	2017-01-01
003	2016-01-01
003	2015-01-01

Plan Statistics for CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-01 130
Total number of particpants at end of year 2024-10-01 137
Number of Participants With Account Balances 2024-10-01 137
2022: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-30 90
Total number of particpants at end of year 2022-09-30 112
Number of Participants With Account Balances 2022-09-30 112
2018: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 60
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 43
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 58
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4

Measure	Date	Value
2024: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-01	130
Total number of particpants at end of year	2024-10-01	137
Number of Participants With Account Balances	2024-10-01	137
2022: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-30	90
Total number of particpants at end of year	2022-09-30	112
Number of Participants With Account Balances	2022-09-30	112
2018: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	60
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	43
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	58
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4

Financial Data on CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2024 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-01	4154695
Net assets as of the end of the plan year	2024-10-01	11795024
Total assets as of the beginning of the plan year	2024-10-01	12515020
Value of plan covered by a fidelity bond	2024-10-01	500000
Participant contributions to plan in this plan year	2024-10-01	469307
Value of participant loans at end of plan year	2024-10-01	51312
Other expenses paid from plan in this plan year	2024-10-01	149655
Other income to plan in this plan year	2024-10-01	2431307
Plan net income in this plan year	2024-10-01	-719996
Net assets as of the end of the plan year	2024-10-01	11795024
Net assets as of the beginning of the plan year	2024-10-01	12515020
Employer contributions to plan in this plan year	2024-10-01	534085
2022 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-30	875515
Net assets as of the end of the plan year	2022-09-30	14647322
Total assets as of the beginning of the plan year	2022-09-30	12541353
Value of plan covered by a fidelity bond	2022-09-30	500000
Participant contributions to plan in this plan year	2022-09-30	406679
Value of participant loans at end of plan year	2022-09-30	1775
Other expenses paid from plan in this plan year	2022-09-30	111559
Other income to plan in this plan year	2022-09-30	2189705
Plan net income in this plan year	2022-09-30	2105969
Net assets as of the end of the plan year	2022-09-30	14647322
Net assets as of the beginning of the plan year	2022-09-30	12541353
Value of contributions failed to transmitted timely	2022-09-30	12674
Employer contributions to plan in this plan year	2022-09-30	385100
2018 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$105
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$91,347
Expenses. Total of all expenses incurred	2018-12-31	$3,478,714
Benefits paid (including direct rollovers)	2018-12-31	$3,373,516
Total plan assets at end of year	2018-12-31	$9,316,709
Total plan assets at beginning of year	2018-12-31	$12,703,971
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$243,805
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$20,779
Other income received	2018-12-31	$-572,484
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-3,387,367
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,316,604
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$12,703,971
Assets. Value of participant loans	2018-12-31	$39,027
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$11,659
Total contributions received or receivable from employer(s)	2018-12-31	$399,247
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$105,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$76,044
2017 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$15,715
Total income from all sources	2017-12-31	$2,754,838
Expenses. Total of all expenses incurred	2017-12-31	$4,572,957
Benefits paid (including direct rollovers)	2017-12-31	$4,496,909
Total plan assets at end of year	2017-12-31	$12,703,971
Total plan assets at beginning of year	2017-12-31	$14,537,805
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$222,561
Assets. Value of loans (other than to participants)	2017-12-31	$149,247
Expenses. Other expenses not covered elsewhere	2017-12-31	$34,432
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,160,903
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-1,818,119
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$12,703,971
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,522,090
Assets. Value of participant loans	2017-12-31	$61,202
Total contributions received or receivable from employer(s)	2017-12-31	$371,374
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$41,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$15,715
Total plan liabilities at beginning of year	2016-12-31	$15,728
Total income from all sources	2016-12-31	$1,618,863
Expenses. Total of all expenses incurred	2016-12-31	$1,095,630
Benefits paid (including direct rollovers)	2016-12-31	$1,059,057
Total plan assets at end of year	2016-12-31	$14,537,805
Total plan assets at beginning of year	2016-12-31	$14,014,585
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$238,114
Assets. Value of loans (other than to participants)	2016-12-31	$115,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,213
Contributions received from other sources (not participants or employers)	2016-12-31	$49,334
Other income received	2016-12-31	$910,507
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$523,233
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,522,090
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,998,857
Assets. Value of participant loans	2016-12-31	$76,855
Total contributions received or receivable from employer(s)	2016-12-31	$420,908
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$13,273,667
Total plan liabilities at end of year	2015-12-31	$15,728
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$737,256
Expenses. Total of all expenses incurred	2015-12-31	$12,066
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$14,014,585
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$158,141
Assets. Value of loans (other than to participants)	2015-12-31	$195,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$12,066
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$223,524
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$725,190
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,998,857
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of participant loans	2015-12-31	$80,022
Total contributions received or receivable from employer(s)	2015-12-31	$355,591
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0

Form 5500 Responses for CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN

2018: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	119470
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	119470
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALPINE HEMATOLOGY-ONCOLOGY, LTD.
Employer identification number (EIN):	880152239
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)