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ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 401k Plan overview

Plan NameANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN
Plan identification number 003

ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 covering Self-Employed individuals.
  • 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

ANIMAL HOSPITAL OF PITTSFORD INC has sponsored the creation of one or more 401k plans.

Company Name:ANIMAL HOSPITAL OF PITTSFORD INC
Employer identification number (EIN):161150649
NAIC Classification:541940
NAIC Description:Veterinary Services

Additional information about ANIMAL HOSPITAL OF PITTSFORD INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1980-09-17
Company Identification Number: 651287
Legal Registered Office Address: 2816 MONROE AVENUE
Monroe
ROCHESTER
United States of America (USA)
14618

More information about ANIMAL HOSPITAL OF PITTSFORD INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01TODD WIHLEN2022-06-22
0032020-01-01TODD WIHLEN2021-08-11
0032019-01-01
0032018-01-01
0032017-01-01AMY LAUKAITIS
0032016-01-01AMY LAUKAITIS
0032015-01-01AMY LAUKAITIS
0032014-01-01AMY LAUKAITIS
0032013-01-01AMY LAUKAITIS
0032012-01-01AMY LAUKAITIS
0032011-01-01AMY LAUKAITIS
0032010-01-01AMY LAUKAITIS
0032009-01-01AMY LAUKAITIS

Plan Statistics for ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN

401k plan membership statisitcs for ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN

Measure Date Value
2021: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01567
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01554
Total number of active participants reported on line 7a of the Form 55002020-01-01409
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01141
Total of all active and inactive participants2020-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01550
Number of participants with account balances2020-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01529
Total number of active participants reported on line 7a of the Form 55002019-01-01411
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01532
Number of participants with account balances2019-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01408
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01499
Number of participants with account balances2018-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01445
Total number of active participants reported on line 7a of the Form 55002017-01-01386
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01458
Number of participants with account balances2017-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01368
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01424
Number of participants with account balances2016-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01350
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01399
Number of participants with account balances2015-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01390
Total number of active participants reported on line 7a of the Form 55002014-01-01352
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01393
Number of participants with account balances2014-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01369
Total number of active participants reported on line 7a of the Form 55002013-01-01343
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01379
Number of participants with account balances2013-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01370
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01362
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01379
Total number of active participants reported on line 7a of the Form 55002011-01-01331
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01360
Number of participants with account balances2011-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01356
Total number of active participants reported on line 7a of the Form 55002010-01-01335
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01366
Number of participants with account balances2010-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01338
Total number of active participants reported on line 7a of the Form 55002009-01-01316
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01345
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN

Measure Date Value
2021 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,220,633
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$32,249,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,003,044
Value of total corrective distributions2021-12-31$102,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$828,253
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$28,028,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,625
Total interest from all sources2021-12-31$6,250
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
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$708,979
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$176,271
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$69
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$25,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-28,028,596
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,028,596
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,347,056
Interest on participant loans2021-12-31$3,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,170,928
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$61,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,386,130
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
Contributions received in cash from employer2021-12-31$115,872
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$247,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,003,044
Contract administrator fees2021-12-31$143,625
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2021-12-31161182991
2020 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,762,528
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$927,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$636,953
Value of total corrective distributions2020-12-31$130,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,644,946
Value of total assets at end of year2020-12-31$28,028,596
Value of total assets at beginning of year2020-12-31$20,193,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160,306
Total interest from all sources2020-12-31$18,541
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$1,458,335
Participant contributions at end of year2020-12-31$176,271
Participant contributions at beginning of year2020-12-31$154,801
Participant contributions at end of year2020-12-31$69
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$939,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$25,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$160,306
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$7,834,931
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,028,596
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,193,665
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$26,347,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,947,553
Interest on participant loans2020-12-31$9,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,170,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$824,363
Asset value of US Government securities at end of year2020-12-31$61,652
Asset value of US Government securities at beginning of year2020-12-31$47,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,099,041
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$247,366
Employer contributions (assets) at end of year2020-12-31$247,366
Employer contributions (assets) at beginning of year2020-12-31$218,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$636,953
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2020-12-31161182991
2019 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,357,703
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$710,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$503,290
Value of total corrective distributions2019-12-31$74,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,738,628
Value of total assets at end of year2019-12-31$20,193,665
Value of total assets at beginning of year2019-12-31$15,546,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,027
Total interest from all sources2019-12-31$21,681
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,261,968
Participant contributions at end of year2019-12-31$154,801
Participant contributions at beginning of year2019-12-31$210,224
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$399
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,677
Administrative expenses (other) incurred2019-12-31$133,027
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$4,646,758
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,193,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,546,907
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 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$18,947,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,439,064
Interest on participant loans2019-12-31$9,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$824,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$590,229
Asset value of US Government securities at end of year2019-12-31$47,965
Asset value of US Government securities at beginning of year2019-12-31$143,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,597,394
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$218,983
Employer contributions (assets) at end of year2019-12-31$218,983
Employer contributions (assets) at beginning of year2019-12-31$163,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$503,290
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2019-12-31161182991
2018 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$959,976
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,658,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,492,690
Value of total corrective distributions2018-12-31$23,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,619,229
Value of total assets at end of year2018-12-31$15,546,907
Value of total assets at beginning of year2018-12-31$17,245,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$143,219
Total interest from all sources2018-12-31$21,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,113,763
Participant contributions at end of year2018-12-31$210,224
Participant contributions at beginning of year2018-12-31$193,334
Participant contributions at end of year2018-12-31$399
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$341,332
Administrative expenses (other) incurred2018-12-31$143,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,699,019
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,546,907
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,245,926
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$14,439,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,306,122
Interest on participant loans2018-12-31$10,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$590,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$527,953
Asset value of US Government securities at end of year2018-12-31$143,851
Asset value of US Government securities at beginning of year2018-12-31$67,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-680,584
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$164,134
Employer contributions (assets) at end of year2018-12-31$163,140
Employer contributions (assets) at beginning of year2018-12-31$151,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,492,690
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 name2018-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2018-12-31161182991
2017 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$4,594,939
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,998,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,845,350
Value of total corrective distributions2017-12-31$14,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,260,750
Value of total assets at end of year2017-12-31$17,245,926
Value of total assets at beginning of year2017-12-31$14,649,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,756
Total interest from all sources2017-12-31$16,489
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,053,343
Participant contributions at end of year2017-12-31$193,334
Participant contributions at beginning of year2017-12-31$154,228
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$31,939
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,109
Administrative expenses (other) incurred2017-12-31$138,756
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$2,596,499
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,245,926
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,649,427
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$16,306,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,639,290
Interest on participant loans2017-12-31$7,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$527,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$557,123
Asset value of US Government securities at end of year2017-12-31$67,219
Asset value of US Government securities at beginning of year2017-12-31$118,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,317,700
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$151,298
Employer contributions (assets) at end of year2017-12-31$151,298
Employer contributions (assets) at beginning of year2017-12-31$148,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,845,350
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 name2017-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2017-12-31161182991
2016 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$2,167,032
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$806,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$679,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,154,312
Value of total assets at end of year2016-12-31$14,649,427
Value of total assets at beginning of year2016-12-31$13,288,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126,522
Total interest from all sources2016-12-31$14,926
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$972,977
Participant contributions at end of year2016-12-31$154,228
Participant contributions at beginning of year2016-12-31$173,516
Participant contributions at end of year2016-12-31$31,939
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,810
Administrative expenses (other) incurred2016-12-31$126,522
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$1,360,654
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,649,427
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,288,773
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$13,639,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,451,418
Interest on participant loans2016-12-31$7,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$557,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$532,183
Asset value of US Government securities at end of year2016-12-31$118,347
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$997,794
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$148,525
Employer contributions (assets) at end of year2016-12-31$148,500
Employer contributions (assets) at beginning of year2016-12-31$131,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$679,856
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 name2016-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2016-12-31161182991
2015 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$0
Total income from all sources (including contributions)2015-12-31$1,248,445
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$875,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$751,511
Value of total corrective distributions2015-12-31$1,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,025,395
Value of total assets at end of year2015-12-31$13,288,773
Value of total assets at beginning of year2015-12-31$12,915,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$122,609
Total interest from all sources2015-12-31$14,570
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$876,319
Participant contributions at end of year2015-12-31$173,516
Participant contributions at beginning of year2015-12-31$190,112
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,420
Administrative expenses (other) incurred2015-12-31$122,609
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$373,074
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,288,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,915,699
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$12,451,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,073,635
Interest on participant loans2015-12-31$7,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$532,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$523,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$208,480
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$131,656
Employer contributions (assets) at end of year2015-12-31$131,656
Employer contributions (assets) at beginning of year2015-12-31$128,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$751,511
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 name2015-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2015-12-31161182991
2014 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,886,650
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$679,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$568,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,002,711
Value of total assets at end of year2014-12-31$12,915,699
Value of total assets at beginning of year2014-12-31$11,708,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$111,028
Total interest from all sources2014-12-31$8,923
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$871,726
Participant contributions at end of year2014-12-31$190,112
Participant contributions at beginning of year2014-12-31$166,472
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,143
Administrative expenses (other) incurred2014-12-31$111,028
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$1,207,061
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,915,699
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,708,638
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$12,073,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,809,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$523,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$606,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$875,016
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$128,842
Employer contributions (assets) at end of year2014-12-31$128,842
Employer contributions (assets) at beginning of year2014-12-31$126,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$568,561
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 name2014-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2014-12-31161182991
2013 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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$0
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$3,186,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$497,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$388,837
Value of total corrective distributions2013-12-31$25,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$992,581
Value of total assets at end of year2013-12-31$11,708,638
Value of total assets at beginning of year2013-12-31$9,019,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$83,159
Total interest from all sources2013-12-31$6,032
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$852,814
Participant contributions at end of year2013-12-31$166,472
Participant contributions at beginning of year2013-12-31$146,522
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,141
Administrative expenses (other) incurred2013-12-31$83,159
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$2,689,065
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,708,638
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,019,573
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$10,809,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,456,599
Income. Interest from loans (other than to participants)2013-12-31$6,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$606,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$292,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,188,080
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$126,626
Employer contributions (assets) at end of year2013-12-31$126,626
Employer contributions (assets) at beginning of year2013-12-31$123,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$388,837
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 name2013-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2013-12-31161182991
2012 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$295
Total income from all sources (including contributions)2012-12-31$2,059,465
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,236,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,153,573
Value of total corrective distributions2012-12-31$15,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,035,972
Value of total assets at end of year2012-12-31$9,019,573
Value of total assets at beginning of year2012-12-31$8,196,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,175
Total interest from all sources2012-12-31$6,225
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$500,000
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$846,368
Participant contributions at end of year2012-12-31$146,522
Participant contributions at beginning of year2012-12-31$156,321
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$65,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$295
Administrative expenses (other) incurred2012-12-31$67,175
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$822,956
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,019,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,196,617
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$8,456,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,438,359
Interest on participant loans2012-12-31$6,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$292,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$473,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,017,268
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$123,641
Employer contributions (assets) at end of year2012-12-31$123,641
Employer contributions (assets) at beginning of year2012-12-31$128,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,153,573
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 name2012-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2012-12-31161182991
2011 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$295
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$1,010,115
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$396,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$321,897
Value of total corrective distributions2011-12-31$11,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,078,407
Value of total assets at end of year2011-12-31$8,196,912
Value of total assets at beginning of year2011-12-31$7,583,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,784
Total interest from all sources2011-12-31$6,388
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$890,266
Participant contributions at end of year2011-12-31$156,321
Participant contributions at beginning of year2011-12-31$144,791
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$59,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$295
Administrative expenses (other) incurred2011-12-31$62,784
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$613,605
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,196,617
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,583,012
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,438,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,935,148
Interest on participant loans2011-12-31$6,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$473,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$381,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-74,680
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$128,454
Employer contributions (assets) at end of year2011-12-31$128,454
Employer contributions (assets) at beginning of year2011-12-31$121,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$321,897
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 name2011-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2011-12-31161182991
2010 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,776,874
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$547,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$476,832
Value of total corrective distributions2010-12-31$17,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$968,066
Value of total assets at end of year2010-12-31$7,583,012
Value of total assets at beginning of year2010-12-31$6,353,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,164
Total interest from all sources2010-12-31$5,945
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$821,374
Participant contributions at end of year2010-12-31$144,791
Participant contributions at beginning of year2010-12-31$111,766
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$12,600
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,193
Administrative expenses (other) incurred2010-12-31$53,164
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$1,229,060
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,583,012
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,353,952
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$6,935,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,825,729
Interest on participant loans2010-12-31$5,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$381,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$295,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$802,863
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$121,499
Employer contributions (assets) at end of year2010-12-31$121,499
Employer contributions (assets) at beginning of year2010-12-31$108,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$476,832
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DAVIE KAPLAN CPA PC
Accountancy firm EIN2010-12-31161182991
2009 : ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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 ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN

2021: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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 filingYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2010: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANIMAL HOSPITAL OF PITTSFORD PC SECTION 401K SAVINGS PLAN 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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,893
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,893
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,128
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,712
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,712
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,546
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,546
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered361
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,680
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,680
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FY0F
Policy instance 1
Insurance contract or identification numberGAP-CP-FY0F
Number of Individuals Covered349
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,703
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,703
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-JL04
Policy instance 1
Insurance contract or identification numberGAP-D2-JL04
Number of Individuals Covered328
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,614
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-JL04
Policy instance 1
Insurance contract or identification numberGAP-D2-JL04
Number of Individuals Covered308
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,217
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,217
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-JL04
Policy instance 1
Insurance contract or identification numberGAP-D2-JL04
Number of Individuals Covered306
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,568
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-JL04
Policy instance 1
Insurance contract or identification numberGAP-D2-JL04
Number of Individuals Covered303
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,237
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,237
Insurance broker organization code?4
Insurance broker nameCADARET GRANT & COMPANY INC.

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