401k Plan data: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN plan

SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 401k Plan overview

Plan Name	SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN
Plan identification number	001

SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SCHENECTADY FAMILY HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name: SCHENECTADY FAMILY HEALTH SERVICES

Employer identification number (EIN): 141636222

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GEORGE WILHELM
001 2016-01-01 GEORGE WILHELM 2017-09-20
001 2015-01-01 KATHY MESSORE 2016-10-06
001 2014-01-01 MARIE ROCHE 2015-10-13 MARIE ROCHE 2015-10-13
001 2013-01-01 MARIE ROCHE 2014-10-13 MARIE ROCHE 2014-10-13
001 2012-01-01 MARIE ROCHE SCHENECTADY FAMILY HEALTH SERVICES 2013-10-15
001 2011-01-01 MARIE M. ROCHE
001 2009-01-01 MARIE ROCHE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GEORGE WILHELM
001	2016-01-01	GEORGE WILHELM	2017-09-20
001	2015-01-01	KATHY MESSORE	2016-10-06
001	2014-01-01	MARIE ROCHE	2015-10-13	MARIE ROCHE	2015-10-13
001	2013-01-01	MARIE ROCHE	2014-10-13	MARIE ROCHE	2014-10-13
001	2012-01-01	MARIE ROCHE		SCHENECTADY FAMILY HEALTH SERVICES	2013-10-15
001	2011-01-01	MARIE M. ROCHE
001	2009-01-01	MARIE ROCHE

Plan Statistics for SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN

401k plan membership statisitcs for SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN

Measure Date Value
2022: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 156
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 193
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 157
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 166
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 198
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 193
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 116
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 128
Number of participants with account balances 2018-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 116
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2012: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 84
Number of participants with account balances 2012-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 48
Total of all active and inactive participants 2011-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 119
Number of participants with account balances 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 49
Total of all active and inactive participants 2009-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 134
Number of participants with account balances 2009-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	156
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	193
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	157
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	166
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	198
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	193
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	116
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	128
Number of participants with account balances	2018-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	116
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2012: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	84
Number of participants with account balances	2012-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	48
Total of all active and inactive participants	2011-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	119
Number of participants with account balances	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	49
Total of all active and inactive participants	2009-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	134
Number of participants with account balances	2009-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN

Measure	Date	Value
2022 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$24,983
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	$-43,368
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$228,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$168,657
Value of total corrective distributions	2022-12-31	$24,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,055,838
Value of total assets at end of year	2022-12-31	$6,378,984
Value of total assets at beginning of year	2022-12-31	$6,625,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,490
Total interest from all sources	2022-12-31	$10,459
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$160,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$160,671
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$517,567
Participant contributions at end of year	2022-12-31	$206,185
Participant contributions at beginning of year	2022-12-31	$150,982
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$203,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$24,983
Administrative expenses (other) incurred	2022-12-31	$34,490
Total non interest bearing cash at end of year	2022-12-31	$12
Total non interest bearing cash at beginning of year	2022-12-31	$2,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-271,498
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,354,001
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,625,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,704,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,143,807
Interest on participant loans	2022-12-31	$8,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$324,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$52,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$52,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,270,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$334,408
Employer contributions (assets) at end of year	2022-12-31	$143,565
Employer contributions (assets) at beginning of year	2022-12-31	$276,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$168,657
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2022-12-31	161131146
2021 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,064
Total income from all sources (including contributions)	2021-12-31	$1,608,571
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$234,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$206,062
Value of total corrective distributions	2021-12-31	$172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$852,400
Value of total assets at end of year	2021-12-31	$6,625,499
Value of total assets at beginning of year	2021-12-31	$5,252,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,349
Total interest from all sources	2021-12-31	$7,201
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$675,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$675,453
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$414,153
Participant contributions at end of year	2021-12-31	$150,982
Participant contributions at beginning of year	2021-12-31	$146,538
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$161,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,064
Administrative expenses (other) incurred	2021-12-31	$28,349
Total non interest bearing cash at end of year	2021-12-31	$2,325
Total non interest bearing cash at beginning of year	2021-12-31	$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,373,988
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,625,499
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,251,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,143,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,791,837
Interest on participant loans	2021-12-31	$7,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$52,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$21,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$21,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$73,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$276,259
Employer contributions (assets) at end of year	2021-12-31	$276,259
Employer contributions (assets) at beginning of year	2021-12-31	$292,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$206,062
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2021-12-31	161131146
2020 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,064
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	$1,352,387
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$178,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$153,126
Value of total corrective distributions	2020-12-31	$1,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$667,769
Value of total assets at end of year	2020-12-31	$5,252,575
Value of total assets at beginning of year	2020-12-31	$4,077,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,524
Total interest from all sources	2020-12-31	$7,706
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$134,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$134,204
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$375,269
Participant contributions at end of year	2020-12-31	$146,538
Participant contributions at beginning of year	2020-12-31	$160,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,064
Administrative expenses (other) incurred	2020-12-31	$24,524
Total non interest bearing cash at end of year	2020-12-31	$525
Total non interest bearing cash at beginning of year	2020-12-31	$6,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,173,673
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,251,511
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,077,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,791,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,661,709
Interest on participant loans	2020-12-31	$7,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$21,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$542,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$292,500
Employer contributions (assets) at end of year	2020-12-31	$292,500
Employer contributions (assets) at beginning of year	2020-12-31	$240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$153,126
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,564,612
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$132,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$110,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$980,215
Value of total assets at end of year	2019-12-31	$4,077,838
Value of total assets at beginning of year	2019-12-31	$2,645,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,560
Total interest from all sources	2019-12-31	$6,845
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$95,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$95,786
Administrative expenses professional fees incurred	2019-12-31	$8,700
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$324,819
Participant contributions at end of year	2019-12-31	$160,791
Participant contributions at beginning of year	2019-12-31	$127,046
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$415,396
Administrative expenses (other) incurred	2019-12-31	$12,860
Total non interest bearing cash at end of year	2019-12-31	$6,342
Total non interest bearing cash at beginning of year	2019-12-31	$615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,432,189
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,077,838
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,645,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,661,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,289,591
Interest on participant loans	2019-12-31	$6,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$26,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$26,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$481,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,000
Employer contributions (assets) at end of year	2019-12-31	$240,000
Employer contributions (assets) at beginning of year	2019-12-31	$202,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$110,863
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2019-12-31	161131146
2018 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$361,383
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$180,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$159,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$494,642
Value of total assets at end of year	2018-12-31	$2,645,649
Value of total assets at beginning of year	2018-12-31	$2,465,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,515
Total interest from all sources	2018-12-31	$5,418
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$82,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$82,402
Administrative expenses professional fees incurred	2018-12-31	$7,650
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$267,305
Participant contributions at end of year	2018-12-31	$127,046
Participant contributions at beginning of year	2018-12-31	$74,117
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,337
Administrative expenses (other) incurred	2018-12-31	$13,865
Total non interest bearing cash at end of year	2018-12-31	$615
Total non interest bearing cash at beginning of year	2018-12-31	$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$180,436
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,645,649
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,465,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,289,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,335,201
Interest on participant loans	2018-12-31	$5,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$26,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$55,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$55,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-221,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$202,000
Employer contributions (assets) at end of year	2018-12-31	$202,000
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$159,432
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$724,955
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$302,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$292,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$378,846
Value of total assets at end of year	2017-12-31	$2,465,213
Value of total assets at beginning of year	2017-12-31	$2,043,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,775
Total interest from all sources	2017-12-31	$2,919
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$55,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$55,691
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$254,281
Participant contributions at end of year	2017-12-31	$74,117
Participant contributions at beginning of year	2017-12-31	$75,967
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,565
Administrative expenses (other) incurred	2017-12-31	$10,775
Total non interest bearing cash at end of year	2017-12-31	$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$422,152
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,465,213
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,043,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,335,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,967,094
Interest on participant loans	2017-12-31	$2,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$55,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$287,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$122,000
Employer contributions (assets) at end of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$292,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2017-12-31	161131146
2012 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$197,750
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$118,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$115,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$112,488
Value of total assets at end of year	2012-12-31	$842,395
Value of total assets at beginning of year	2012-12-31	$763,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,871
Total interest from all sources	2012-12-31	$396
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,703
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$76,488
Participant contributions at end of year	2012-12-31	$9,944
Participant contributions at beginning of year	2012-12-31	$16,079
Participant contributions at beginning of year	2012-12-31	$2,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$79,208
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$842,395
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$763,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$784,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$678,171
Interest on participant loans	2012-12-31	$391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$48,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$66,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$66,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$74,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$36,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$115,671
Contract administrator fees	2012-12-31	$2,871
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	UHY
Accountancy firm EIN	2012-12-31	200694403
2011 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$74,722
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$65,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$64,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$83,550
Value of total assets at end of year	2011-12-31	$763,187
Value of total assets at beginning of year	2011-12-31	$754,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,220
Total interest from all sources	2011-12-31	$497
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$9,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$9,984
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$73,453
Participant contributions at end of year	2011-12-31	$16,079
Participant contributions at beginning of year	2011-12-31	$11,249
Participant contributions at end of year	2011-12-31	$2,777
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$8,766
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$763,187
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$754,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$678,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$677,839
Interest on participant loans	2011-12-31	$430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$66,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$65,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$65,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-19,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$64,736
Contract administrator fees	2011-12-31	$1,220
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	UHY
Accountancy firm EIN	2011-12-31	200694403
2010 : SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$157,568
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$21,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$20,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$90,054
Value of total assets at end of year	2010-12-31	$754,421
Value of total assets at beginning of year	2010-12-31	$618,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$625
Total interest from all sources	2010-12-31	$81
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$10,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$10,756
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$90,054
Participant contributions at end of year	2010-12-31	$11,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$-12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$136,170
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$754,421
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$618,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$677,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$544,312
Interest on participant loans	2010-12-31	$69
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$65,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$73,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$73,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$56,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$20,773
Contract administrator fees	2010-12-31	$625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JH COHN LLP
Accountancy firm EIN	2010-12-31	221478099

Form 5500 Responses for SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN

2022: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHENECTADY FAMILY HEALTH SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHENECTADY FAMILY HEALTH SERVICES 401(K) 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHENECTADY FAMILY HEALTH SERVICES 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHENECTADY FAMILY HEALTH SERVICES
Employer identification number (EIN):	141636222
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)