?>
Plan Name | HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-06-01 |
Measure | Date | Value |
---|---|---|
2022: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 66 |
Total of all active and inactive participants | 2022-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 88 |
Number of participants with account balances | 2022-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 148 |
Total of all active and inactive participants | 2021-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 167 |
Number of participants with account balances | 2021-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 44 |
Total of all active and inactive participants | 2020-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 152 |
Number of participants with account balances | 2020-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 24 |
Total of all active and inactive participants | 2019-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 129 |
Number of participants with account balances | 2019-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 109 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 34 |
Total of all active and inactive participants | 2018-06-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
Total participants | 2018-06-01 | 143 |
Number of participants with account balances | 2018-06-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
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 | $-1,977,074 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,106,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,083,754 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,027,697 |
Value of total assets at end of year | 2022-12-31 | $15,006,749 |
Value of total assets at beginning of year | 2022-12-31 | $19,090,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,792 |
Total interest from all sources | 2022-12-31 | $3,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $217,101 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $217,101 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $422,821 |
Participant contributions at end of year | 2022-12-31 | $19,150 |
Participant contributions at beginning of year | 2022-12-31 | $53,322 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,530,490 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,598,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $68,623 |
Other income not declared elsewhere | 2022-12-31 | $-1,103,560 |
Administrative expenses (other) incurred | 2022-12-31 | $125 |
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 | $-4,083,620 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,006,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,090,369 |
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 | $9,760,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,572,744 |
Interest on participant loans | 2022-12-31 | $1,134 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $160,110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $33,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $33,903 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,121,602 |
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 | $536,253 |
Employer contributions (assets) at end of year | 2022-12-31 | $536,253 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $831,625 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,083,754 |
Contract administrator fees | 2022-12-31 | $22,667 |
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 | KDP CERTIFIED PUBLIC ACCOUNTANTS,LL |
Accountancy firm EIN | 2022-12-31 | 930745639 |
2021 : HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $3,940,500 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $696,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $678,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,527,494 |
Value of total assets at end of year | 2021-12-31 | $19,090,369 |
Value of total assets at beginning of year | 2021-12-31 | $15,846,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,093 |
Total interest from all sources | 2021-12-31 | $3,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $216,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $216,470 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Contributions received from participants | 2021-12-31 | $679,952 |
Participant contributions at end of year | 2021-12-31 | $53,322 |
Participant contributions at beginning of year | 2021-12-31 | $54,449 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $5,598,775 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $4,662,321 |
Other income not declared elsewhere | 2021-12-31 | $911,954 |
Administrative expenses (other) incurred | 2021-12-31 | $100 |
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 | $3,243,544 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,090,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,846,825 |
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 | $12,572,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,356,984 |
Interest on participant loans | 2021-12-31 | $2,631 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $33,903 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $107,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $107,112 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,281,575 |
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 | $847,542 |
Employer contributions (assets) at end of year | 2021-12-31 | $831,625 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $665,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $678,863 |
Contract administrator fees | 2021-12-31 | $17,993 |
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 | KDP CERTIFIED PUBLIC ACCOUNTANTS,LL |
Accountancy firm EIN | 2021-12-31 | 930745639 |
2020 : HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $3,413,929 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $450,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $433,627 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,248,979 |
Value of total assets at end of year | 2020-12-31 | $15,846,825 |
Value of total assets at beginning of year | 2020-12-31 | $12,883,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,165 |
Total interest from all sources | 2020-12-31 | $3,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $185,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $185,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 |
Contributions received from participants | 2020-12-31 | $584,015 |
Participant contributions at end of year | 2020-12-31 | $54,449 |
Participant contributions at beginning of year | 2020-12-31 | $47,454 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,662,321 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $3,785,388 |
Other income not declared elsewhere | 2020-12-31 | $871,219 |
Administrative expenses (other) incurred | 2020-12-31 | $75 |
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 | $2,963,137 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,846,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,883,688 |
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 | $10,356,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,391,211 |
Interest on participant loans | 2020-12-31 | $3,491 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $107,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $36,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $36,457 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $381 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,104,859 |
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 | $664,964 |
Employer contributions (assets) at end of year | 2020-12-31 | $665,959 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $623,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $433,627 |
Contract administrator fees | 2020-12-31 | $17,090 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | KDP CERTIFIED PUBLIC ACCOUNTANTS,LL |
Accountancy firm EIN | 2020-12-31 | 930745639 |
2019 : HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $3,502,325 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $418,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $401,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,269,113 |
Value of total assets at end of year | 2019-12-31 | $12,883,688 |
Value of total assets at beginning of year | 2019-12-31 | $9,799,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,234 |
Total interest from all sources | 2019-12-31 | $5,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $196,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $196,736 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Contributions received from participants | 2019-12-31 | $535,105 |
Participant contributions at end of year | 2019-12-31 | $47,454 |
Participant contributions at beginning of year | 2019-12-31 | $46,782 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $13,321 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $3,785,388 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,935,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $110,830 |
Other income not declared elsewhere | 2019-12-31 | $844,273 |
Administrative expenses (other) incurred | 2019-12-31 | $235 |
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 | $3,083,943 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,883,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,799,745 |
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 | $8,391,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,996,713 |
Interest on participant loans | 2019-12-31 | $2,871 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $36,457 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $195,473 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $195,473 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,186,368 |
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 | $623,178 |
Employer contributions (assets) at end of year | 2019-12-31 | $623,178 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $612,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $401,148 |
Contract administrator fees | 2019-12-31 | $16,999 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KDP CERTIFIED PUBLIC ACCOUNTANTS,LL |
Accountancy firm EIN | 2019-12-31 | 930745639 |
2018 : HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $9,346,198 |
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 | $459,243 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,220,818 |
Value of total assets at end of year | 2018-12-31 | $9,799,745 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,552 |
Total interest from all sources | 2018-12-31 | $1,826 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $142,206 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $142,206 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
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 |
Contributions received from participants | 2018-12-31 | $356,273 |
Participant contributions at end of year | 2018-12-31 | $46,782 |
Participant contributions at end of year | 2018-12-31 | $13,321 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,935,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $251,350 |
Other income not declared elsewhere | 2018-12-31 | $-324,211 |
Administrative expenses (other) incurred | 2018-12-31 | $335 |
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 | $453,547 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,799,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
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 | $5,996,713 |
Interest on participant loans | 2018-12-31 | $1,734 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $195,473 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $92 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-581,396 |
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 | $613,195 |
Employer contributions (assets) at end of year | 2018-12-31 | $612,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,144 |
Contract administrator fees | 2018-12-31 | $4,217 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KDP CERTIFIED PUBLIC ACCOUNTANTS,LL |
Accountancy firm EIN | 2018-12-31 | 930745639 |
2022: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) 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: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) 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: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) 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: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) 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: HEMATOLOGY ONCOLOGY ASSOCIATES PC 401(K) PLAN 2018 form 5500 responses | ||
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | First time form 5500 has been submitted | Yes |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |