?>
Plan Name | BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. |
Employer identification number (EIN): | 112235755 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | BARRY KLEEMAN | 2015-06-07 | ||
003 | 2013-01-01 | BARRY KLEEMAN | 2014-09-01 | ||
003 | 2012-01-01 | BARRY KLEEMAN | 2013-04-12 | ||
003 | 2011-01-01 | BARRY KLEEMAN | |||
003 | 2010-01-01 | BARRY KLEEMAN | |||
003 | 2009-01-01 | BARRY KLEEMAN |
Measure | Date | Value |
---|---|---|
2011: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 18 |
Number of participants with account balances | 2011-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 16 |
Number of participants with account balances | 2010-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $49,361 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,422 |
Benefits paid (including direct rollovers) | 2011-12-31 | $830 |
Total plan assets at end of year | 2011-12-31 | $259,035 |
Total plan assets at beginning of year | 2011-12-31 | $215,096 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $60,563 |
Other income received | 2011-12-31 | $-12,202 |
Net income (gross income less expenses) | 2011-12-31 | $43,939 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $259,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $215,096 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $1,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,592 |
2010 : BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $74,313 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,460 |
Benefits paid (including direct rollovers) | 2010-12-31 | $4,081 |
Total plan assets at end of year | 2010-12-31 | $215,096 |
Total plan assets at beginning of year | 2010-12-31 | $148,243 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $46,001 |
Other income received | 2010-12-31 | $28,312 |
Net income (gross income less expenses) | 2010-12-31 | $66,853 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $215,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $148,243 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,379 |
2011: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: BROOKHAVEN ORTHOPEDIC ASSOCIATES, P.C. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 81189 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 81189 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
|