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MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameMIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST
Plan identification number 001

MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MIDDLETOWN MEDICAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MIDDLETOWN MEDICAL, P.C.
Employer identification number (EIN):061127657
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MIDDLETOWN MEDICAL, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1984-11-23
Company Identification Number: 894909
Legal Registered Office Address: 111 MALTESE DRIVE
Orange
MIDDLETOWN
United States of America (USA)
10940

More information about MIDDLETOWN MEDICAL, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KAREN DAVEY2020-10-15 KAREN DAVEY2020-10-15
0012017-01-01RAJAN GULATI RAJAN GULATI2018-10-15
0012016-01-01RAJAN GULATI RAJAN GULATI2017-10-16
0012015-01-01RAJAN GULATI RAJAN GULATI2016-10-18
0012014-01-01RAJAN GULATI RAJAN GULATI2015-10-15
0012013-01-01RAJAN GULATI RAJAN GULATI2014-10-15
0012012-01-01RAJAN GULATI RAJAN GULATI2013-10-09
0012011-01-01RAJAN GULATI RAJAN GULATI2013-05-01
0012009-01-01RAJAN GULATI RAJAN GULATI2010-10-14
0012009-01-01RAJAN GULATI RAJAN GULATI2011-01-04

Plan Statistics for MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST

401k plan membership statisitcs for MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST

Measure Date Value
2022: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01541
Total number of active participants reported on line 7a of the Form 55002022-01-01523
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01596
Number of participants with account balances2022-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01492
Total number of active participants reported on line 7a of the Form 55002021-01-01446
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01532
Number of participants with account balances2021-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01505
Total number of active participants reported on line 7a of the Form 55002020-01-01461
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01492
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01454
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01507
Number of participants with account balances2019-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01481
Total number of active participants reported on line 7a of the Form 55002018-01-01439
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01501
Number of participants with account balances2018-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01410
Total number of active participants reported on line 7a of the Form 55002017-01-01409
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01442
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01375
Total number of active participants reported on line 7a of the Form 55002016-01-01366
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01390
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01352
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01308
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01291
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01282
Total number of active participants reported on line 7a of the Form 55002013-01-01253
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01282
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01256
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01198
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01165
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST

Measure Date Value
2022 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-464,070
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$984,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$867,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,652,705
Value of total assets at end of year2022-12-31$11,742,921
Value of total assets at beginning of year2022-12-31$13,191,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,529
Total interest from all sources2022-12-31$5,836
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$283,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$283,837
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,566,730
Participant contributions at end of year2022-12-31$121,721
Participant contributions at beginning of year2022-12-31$112,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$85,975
Administrative expenses (other) incurred2022-12-31$117,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,448,893
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,742,921
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,191,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,621,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,079,322
Interest on participant loans2022-12-31$5,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,406,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$867,294
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALAN J GOLDBERGER
Accountancy firm EIN2022-12-31202044907
2021 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,091,196
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,330,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,229,788
Expenses. Certain deemed distributions of participant loans2021-12-31$798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,478,418
Value of total assets at end of year2021-12-31$13,191,814
Value of total assets at beginning of year2021-12-31$11,430,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,672
Total interest from all sources2021-12-31$7,938
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$702,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$702,052
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,257,115
Participant contributions at end of year2021-12-31$112,492
Participant contributions at beginning of year2021-12-31$117,670
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$221,303
Other income not declared elsewhere2021-12-31$24,225
Administrative expenses (other) incurred2021-12-31$99,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,760,938
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,191,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,430,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,079,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,313,206
Interest on participant loans2021-12-31$7,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$878,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,229,788
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALAN J GOLDBERGER
Accountancy firm EIN2021-12-31202044907
2020 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,377,553
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,021,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$932,662
Expenses. Certain deemed distributions of participant loans2020-12-31$762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,087,146
Value of total assets at end of year2020-12-31$11,430,876
Value of total assets at beginning of year2020-12-31$10,075,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,500
Total interest from all sources2020-12-31$9,265
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$366,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$366,593
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,042,566
Participant contributions at end of year2020-12-31$117,670
Participant contributions at beginning of year2020-12-31$136,793
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,029
Administrative expenses (other) incurred2020-12-31$88,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,355,629
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,430,876
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,075,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,313,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,938,454
Interest on participant loans2020-12-31$9,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$914,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$932,662
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALAN J GOLDBERGER
Accountancy firm EIN2020-12-31202044907
2019 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,815,722
Total income from all sources (including contributions)2019-12-31$2,815,722
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$219,130
Total of all expenses incurred2019-12-31$219,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,238
Expenses. Certain deemed distributions of participant loans2019-12-31$1,694
Expenses. Certain deemed distributions of participant loans2019-12-31$1,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,163,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,163,560
Value of total assets at end of year2019-12-31$10,075,247
Value of total assets at end of year2019-12-31$10,075,247
Value of total assets at beginning of year2019-12-31$7,478,655
Value of total assets at beginning of year2019-12-31$7,478,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,198
Total interest from all sources2019-12-31$10,066
Total interest from all sources2019-12-31$10,066
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,402
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,402
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,402
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,012,636
Contributions received from participants2019-12-31$1,012,636
Participant contributions at end of year2019-12-31$136,793
Participant contributions at end of year2019-12-31$136,793
Participant contributions at beginning of year2019-12-31$141,282
Participant contributions at beginning of year2019-12-31$141,282
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$150,924
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$150,924
Administrative expenses (other) incurred2019-12-31$76,198
Administrative expenses (other) incurred2019-12-31$76,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,596,592
Value of net income/loss2019-12-31$2,596,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,075,247
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,075,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,478,655
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,478,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,938,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,938,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,337,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,337,373
Interest on participant loans2019-12-31$10,066
Interest on participant loans2019-12-31$10,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,348,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,348,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,238
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALAN J GOLDBERGER
Accountancy firm name2019-12-31ALAN J GOLDBERGER
Accountancy firm EIN2019-12-31202044907
Accountancy firm EIN2019-12-31202044907
2018 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$512,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$651,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$567,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$942,768
Value of total assets at end of year2018-12-31$7,478,655
Value of total assets at beginning of year2018-12-31$7,617,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$84,025
Total interest from all sources2018-12-31$9,222
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$311,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$91,384
Participant contributions at end of year2018-12-31$141,282
Participant contributions at beginning of year2018-12-31$128,415
Administrative expenses (other) incurred2018-12-31$82,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-139,225
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,478,655
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,617,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,337,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,489,465
Interest on participant loans2018-12-31$9,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-751,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$851,384
Income. Dividends from common stock2018-12-31$311,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$567,222
Contract administrator fees2018-12-31$1,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2018-12-31202044907
2017 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$2,422,687
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$841,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$817,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$844,526
Value of total assets at end of year2017-12-31$7,617,880
Value of total assets at beginning of year2017-12-31$6,037,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,540
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$228,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$228,855
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$844,526
Participant contributions at end of year2017-12-31$128,415
Participant contributions at beginning of year2017-12-31$101,789
Participant contributions at beginning of year2017-12-31$12,518
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$1,349,306
Administrative expenses (other) incurred2017-12-31$24,540
Total non interest bearing cash at beginning of year2017-12-31$13,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,580,784
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,617,880
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,037,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,489,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,909,355
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$817,363
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STEINBERG, STECKLER & PICIURRO
Accountancy firm EIN2017-12-31470900880
2016 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,061,887
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$64,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$729,148
Value of total assets at end of year2016-12-31$6,037,096
Value of total assets at beginning of year2016-12-31$5,040,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$4,652
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$729,148
Participant contributions at end of year2016-12-31$101,789
Participant contributions at beginning of year2016-12-31$88,585
Participant contributions at end of year2016-12-31$12,518
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$13,434
Total non interest bearing cash at beginning of year2016-12-31$13,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$997,016
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,037,096
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,040,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,909,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,937,925
Interest on participant loans2016-12-31$4,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$328,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,871
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STEINBERG, STECKLER & PICIURRO
Accountancy firm EIN2016-12-31470900880
2015 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$17,500
Total income from all sources (including contributions)2015-12-31$534,520
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$127,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$591,850
Value of total assets at end of year2015-12-31$5,040,080
Value of total assets at beginning of year2015-12-31$4,650,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$6,257
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$591,850
Participant contributions at end of year2015-12-31$88,585
Participant contributions at beginning of year2015-12-31$145,380
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$17,500
Other income not declared elsewhere2015-12-31$-63,587
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$13,570
Total non interest bearing cash at beginning of year2015-12-31$13,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$407,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,040,080
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,632,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,937,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,491,322
Income. Interest from loans (other than to participants)2015-12-31$6,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,076
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2015-12-31119480028
2014 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,500
Total income from all sources (including contributions)2014-12-31$718,923
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$208,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$205,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$552,855
Value of total assets at end of year2014-12-31$4,650,136
Value of total assets at beginning of year2014-12-31$4,139,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,203
Total interest from all sources2014-12-31$7,637
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$510,754
Participant contributions at end of year2014-12-31$145,380
Participant contributions at beginning of year2014-12-31$167,202
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$17,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,500
Administrative expenses (other) incurred2014-12-31$2,203
Total non interest bearing cash at end of year2014-12-31$13,434
Total non interest bearing cash at beginning of year2014-12-31$13,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$510,737
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,632,636
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,121,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,491,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,958,513
Interest on participant loans2014-12-31$7,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$205,983
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2014-12-31119480028
2013 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,500
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$989,315
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$59,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$401,767
Value of total assets at end of year2013-12-31$4,139,399
Value of total assets at beginning of year2013-12-31$3,191,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$8,632
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$401,767
Participant contributions at end of year2013-12-31$167,202
Participant contributions at beginning of year2013-12-31$190,655
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$17,500
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$13,684
Total non interest bearing cash at beginning of year2013-12-31$14,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$930,211
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,121,899
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,191,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,958,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,946,240
Interest on participant loans2013-12-31$8,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$40,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$578,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$59,104
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2013-12-31119480028
2012 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$346,532
Total unrealized appreciation/depreciation of assets2012-12-31$346,532
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$736,834
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$391,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$391,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,170
Value of total assets at end of year2012-12-31$3,191,688
Value of total assets at beginning of year2012-12-31$2,846,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$6,132
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$384,170
Participant contributions at end of year2012-12-31$190,655
Participant contributions at beginning of year2012-12-31$185,049
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$14,031
Total non interest bearing cash at beginning of year2012-12-31$13,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$345,330
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,191,688
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,846,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,946,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,608,142
Interest on participant loans2012-12-31$6,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$40,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$39,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$391,504
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2012-12-31119480028
2011 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-118,544
Total unrealized appreciation/depreciation of assets2011-12-31$-118,544
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$187,297
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$138,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$138,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$296,516
Value of total assets at end of year2011-12-31$2,846,358
Value of total assets at beginning of year2011-12-31$2,797,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$9,325
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$296,516
Participant contributions at end of year2011-12-31$185,049
Participant contributions at beginning of year2011-12-31$131,626
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$13,531
Total non interest bearing cash at beginning of year2011-12-31$13,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$48,459
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,846,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,797,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,608,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,614,646
Interest on participant loans2011-12-31$9,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$39,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$138,838
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2011-12-31119480028
2010 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$291,913
Total unrealized appreciation/depreciation of assets2010-12-31$291,913
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$568,132
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$134,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$134,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$266,979
Value of total assets at end of year2010-12-31$2,797,899
Value of total assets at beginning of year2010-12-31$2,364,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$185
Total interest from all sources2010-12-31$9,240
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$266,979
Participant contributions at end of year2010-12-31$131,626
Participant contributions at beginning of year2010-12-31$146,942
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$13,530
Total non interest bearing cash at beginning of year2010-12-31$10,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$433,857
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,797,899
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,364,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,614,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,170,909
Interest on participant loans2010-12-31$9,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$36,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$134,090
Contract administrator fees2010-12-31$185
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALAN GOLDBERGER, CPA
Accountancy firm EIN2010-12-31119480028
2009 : MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST

2022: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDDLETOWN MEDICAL, P.C. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-12
Total amount of commissions paid to insurance brokerUSD $21,927
Total amount of fees paid to insurance companyUSD $975
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,927
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE MBA GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,285
Total amount of fees paid to insurance companyUSD $800
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $38,285
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE MBA GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,155
Total amount of fees paid to insurance companyUSD $1,625
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,318
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING
Insurance broker nameSIGNATOR INSURANCE AGENCY INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Number of Individuals Covered115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27,461
Total amount of fees paid to insurance companyUSD $625
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,461
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREIMBURSEMENT OF MARKETING EXPENSE.
Insurance broker nameTHE MBA GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,837
Total amount of fees paid to insurance companyUSD $1,175
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,209
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81179
Policy instance 1
Insurance contract or identification number81179
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,012
Total amount of fees paid to insurance companyUSD $990
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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