401k Plan data: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN plan

HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	001

HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C.

Employer identification number (EIN): 931272455

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

Additional information about HEMATOLOGY ONCOLOGY ASSOCIATES, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1999-07-06

Company Identification Number: 69903285

Legal Registered Office Address: 2828 BARNETT RD

MEDFORD
United States of America (USA)
97504

More information about HEMATOLOGY ONCOLOGY ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MUJAHID RIZVI MUJAHID RIZVI 2017-07-12
001 2015-01-01 TIM SCHIFFHAUER
001 2014-01-01 TIM SCHIFFHAUER
001 2013-01-01
001 2012-01-01 LAURIE HENNING 2013-07-29
001 2011-01-01 LAURIE HENNING 2012-10-03
001 2010-01-01 CHARLES R. DIBB, M.D. 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	MUJAHID RIZVI		MUJAHID RIZVI	2017-07-12
001	2015-01-01	TIM SCHIFFHAUER
001	2014-01-01	TIM SCHIFFHAUER
001	2013-01-01
001	2012-01-01	LAURIE HENNING	2013-07-29
001	2011-01-01	LAURIE HENNING	2012-10-03
001	2010-01-01	CHARLES R. DIBB, M.D.	2011-06-21

Plan Statistics for HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2016: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 52
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 16
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 45
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 70
Number of participants with account balances 2014-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2016: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	52
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	16
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	45
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	70
Number of participants with account balances	2014-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2016 : HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-15	$-8,761,702
Total plan liabilities at end of year	2016-09-15	$0
Total plan liabilities at beginning of year	2016-09-15	$0
Total income from all sources	2016-09-15	$793,959
Expenses. Total of all expenses incurred	2016-09-15	$242,102
Benefits paid (including direct rollovers)	2016-09-15	$232,835
Total plan assets at end of year	2016-09-15	$0
Total plan assets at beginning of year	2016-09-15	$8,209,845
Value of fidelity bond covering the plan	2016-09-15	$500,000
Total contributions received or receivable from participants	2016-09-15	$299,199
Expenses. Other expenses not covered elsewhere	2016-09-15	$0
Contributions received from other sources (not participants or employers)	2016-09-15	$0
Other income received	2016-09-15	$494,760
Noncash contributions received	2016-09-15	$0
Net income (gross income less expenses)	2016-09-15	$551,857
Net plan assets at end of year (total assets less liabilities)	2016-09-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-09-15	$8,209,845
Assets. Value of participant loans	2016-09-15	$0
Total contributions received or receivable from employer(s)	2016-09-15	$0
Value of certain deemed distributions of participant loans	2016-09-15	$0
Value of corrective distributions	2016-09-15	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-15	$9,267
2015 : HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$809,274
Expenses. Total of all expenses incurred	2015-12-31	$919,611
Benefits paid (including direct rollovers)	2015-12-31	$906,561
Total plan assets at end of year	2015-12-31	$8,209,845
Total plan assets at beginning of year	2015-12-31	$8,320,182
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$332,571
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-72,639
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-110,337
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,209,845
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,320,182
Assets. Value of participant loans	2015-12-31	$55,989
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	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$549,342
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	$13,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-7,624
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,155,193
Expenses. Total of all expenses incurred	2014-12-31	$1,511,405
Benefits paid (including direct rollovers)	2014-12-31	$1,496,312
Total plan assets at end of year	2014-12-31	$8,320,182
Total plan assets at beginning of year	2014-12-31	$8,684,018
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$266,792
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$429,341
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-356,212
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,320,182
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,684,018
Assets. Value of participant loans	2014-12-31	$76,077
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	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$459,060
Value of certain deemed distributions of participant loans	2014-12-31	$9,199
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,894

Form 5500 Responses for HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) PLAN

2016: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) 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: HEMATOLOGY ONCOLOGY ASSOCIATES, P.C. 401(K) 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

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Company Name:	HEMATOLOGY ONCOLOGY ASSOCIATES, P.C.
Employer identification number (EIN):	931272455
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1999-07-06
Company Identification Number:	69903285
Legal Registered Office Address:	2828 BARNETT RD MEDFORD United States of America (USA) 97504