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| Plan Name | BUFFALO AMHERST ALLERGY ASSOICATES, P.C. 401K PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BUFFALO AMHERST ALLERGY ASSOICATES, P.C. |
| Employer identification number (EIN): | 161135077 |
| 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 |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | MARK ALDRICH | 2023-07-19 | MARK ALDRICH | 2023-07-19 |
| 002 | 2021-01-01 | MARK ALDRICH | 2022-09-30 | MARK ALDRICH | 2022-09-30 |
| 002 | 2020-01-01 | MARK ALDRICH | 2021-07-28 | MARK ALDRICH | 2021-07-28 |
| 002 | 2019-01-01 | MARK D ALDRICH | 2020-10-01 | MARK D ALDRICH | 2020-10-01 |
| 002 | 2018-01-01 | MARK ALDRICH | 2019-10-12 | MARK ALDRICH | 2019-10-12 |
| 002 | 2017-01-01 | MADELINE LILLIE | 2018-09-25 | MADELINE LILLIE | 2018-09-25 |
| 002 | 2016-01-01 | MADELINE LILLIE | 2017-07-18 | MADELINE LILLIE | 2017-07-18 |
| 002 | 2015-01-01 | MADELINE LILIE | 2016-06-02 | MADELINE LILIE | 2016-06-02 |
| 002 | 2014-01-01 | MADELINE LILLIE | 2015-06-11 | MADELINE LILLIE | 2015-06-11 |
| 002 | 2013-01-01 | MADELINE LILLIE | 2014-07-01 | MADELINE LILLIE | 2014-07-01 |
| 002 | 2012-01-01 | MARK ALDRICH | 2013-07-25 | MARK ALDRICH | 2013-07-25 |
| 002 | 2011-01-01 | MARK ALDRICH | MARK ALDRICH | 2012-08-21 | |
| 002 | 2010-01-01 | MARK ALDRICH | 2011-07-26 | MARK ALDRICH | 2011-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2011: BUFFALO AMHERST ALLERGY ASSOICATES, P.C. 401K PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
| 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 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 30 |
| Number of participants with account balances | 2011-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : BUFFALO AMHERST ALLERGY ASSOICATES, P.C. 401K PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $273,774 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,025,689 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,008,712 |
| Total plan assets at end of year | 2011-12-31 | $3,639,697 |
| Total plan assets at beginning of year | 2011-12-31 | $4,391,612 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $119,139 |
| Other income received | 2011-12-31 | $-22,537 |
| Net income (gross income less expenses) | 2011-12-31 | $-751,915 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,639,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,391,612 |
| Assets. Value of participant loans | 2011-12-31 | $6,504 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $177,172 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,977 |
| 2011: BUFFALO AMHERST ALLERGY ASSOICATES, P.C. 401K PROFIT SHARING 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 funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||
| Policy contract number | 99890 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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