401k Plan data: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN plan

ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 401k Plan overview

Plan Name	ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN
Plan identification number	001

ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ONONDAGA CASE MANAGEMENT SERVICES, INC. DBA CIRCARE has sponsored the creation of one or more 401k plans.

Company Name: ONONDAGA CASE MANAGEMENT SERVICES, INC. DBA CIRCARE

Employer identification number (EIN): 161363413

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ONONDAGA CASE MANAGEMENT SERVICES, INC. DBA CIRCARE

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1990-04-02

Company Identification Number: 1435951

Legal Registered Office Address: 220 HERALD PLACE
Onondaga
SYRACUSE
United States of America (USA)
13202

More information about ONONDAGA CASE MANAGEMENT SERVICES, INC. DBA CIRCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SCOTT L. EBNER
001 2017-01-01 SCOTT L. EBNER 2018-03-27
001 2016-01-01 SCOTT L. EBNER 2017-03-13
001 2015-01-01 SCOTT L. EBNER 2016-03-11
001 2014-01-01 SCOTT L. EBNER 2015-02-24
001 2013-01-01 SCOTT L. EBNER 2014-05-27
001 2012-01-01 SCOTT L. EBNER 2013-07-19 SCOTT EBNER 2013-07-19
001 2011-01-01 DEBORAH DONAHUE 2012-07-11
001 2010-01-01 DEBORAH DONAHUE 2011-05-17
001 2009-01-01 DEBORAH DONAHUE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SCOTT L. EBNER
001	2017-01-01	SCOTT L. EBNER	2018-03-27
001	2016-01-01	SCOTT L. EBNER	2017-03-13
001	2015-01-01	SCOTT L. EBNER	2016-03-11
001	2014-01-01	SCOTT L. EBNER	2015-02-24
001	2013-01-01	SCOTT L. EBNER	2014-05-27
001	2012-01-01	SCOTT L. EBNER	2013-07-19	SCOTT EBNER	2013-07-19
001	2011-01-01	DEBORAH DONAHUE	2012-07-11
001	2010-01-01	DEBORAH DONAHUE	2011-05-17
001	2009-01-01	DEBORAH DONAHUE

Plan Statistics for ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN

401k plan membership statisitcs for ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN

Measure Date Value
2022: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 102
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 45
Total of all active and inactive participants 2022-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 148
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 118
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 118
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 113
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2009: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 89
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 102
Number of participants with account balances 2009-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2022: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	102
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	45
Total of all active and inactive participants	2022-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	148
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	118
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	118
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	113
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2009: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	89
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	102
Number of participants with account balances	2009-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN

Measure	Date	Value
2022 : ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,253
Total income from all sources (including contributions)	2022-12-31	$-276,057
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$162,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$142,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$193,322
Value of total assets at end of year	2022-12-31	$2,446,651
Value of total assets at beginning of year	2022-12-31	$2,887,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,516
Total interest from all sources	2022-12-31	$1,254
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$37,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$37,082
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$134,386
Participant contributions at end of year	2022-12-31	$28,929
Participant contributions at beginning of year	2022-12-31	$13,567
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,913
Liabilities. Value of operating payables at beginning of year	2022-12-31	$2,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-438,628
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,446,651
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,885,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$18,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,282,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,792,837
Interest on participant loans	2022-12-31	$1,111
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$17,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-507,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$43,023
Employer contributions (assets) at end of year	2022-12-31	$117,838
Employer contributions (assets) at beginning of year	2022-12-31	$74,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$142,055
Contract administrator fees	2022-12-31	$1,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CUOMO, WINTERS & SCHMIDT, CPAS PLLC
Accountancy firm EIN	2022-12-31	473999292
2021 : ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$56
Total income from all sources (including contributions)	2021-12-31	$681,658
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$530,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$497,270
Value of total corrective distributions	2021-12-31	$1,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$299,163
Value of total assets at end of year	2021-12-31	$2,887,532
Value of total assets at beginning of year	2021-12-31	$2,733,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,028
Total interest from all sources	2021-12-31	$1,202
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$73,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$73,168
Administrative expenses professional fees incurred	2021-12-31	$6,930
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$145,888
Participant contributions at end of year	2021-12-31	$13,567
Participant contributions at beginning of year	2021-12-31	$20,772
Participant contributions at beginning of year	2021-12-31	$3,167
Liabilities. Value of operating payables at end of year	2021-12-31	$2,253
Liabilities. Value of operating payables at beginning of year	2021-12-31	$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$151,634
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,885,279
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,733,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$24,098
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,792,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,586,190
Interest on participant loans	2021-12-31	$1,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$43,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$43,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$308,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$153,275
Employer contributions (assets) at end of year	2021-12-31	$74,815
Employer contributions (assets) at beginning of year	2021-12-31	$80,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$497,270
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CUOMO, WINTERS & SCHMIDT, CPAS PLLC
Accountancy firm EIN	2021-12-31	473999292
2020 : ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$56
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$49
Total income from all sources (including contributions)	2020-12-31	$681,532
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$164,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$132,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$286,359
Value of total assets at end of year	2020-12-31	$2,733,701
Value of total assets at beginning of year	2020-12-31	$2,216,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,108
Total interest from all sources	2020-12-31	$1,236
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$83,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$83,514
Administrative expenses professional fees incurred	2020-12-31	$10,818
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$97,618
Participant contributions at end of year	2020-12-31	$20,772
Participant contributions at beginning of year	2020-12-31	$19,152
Participant contributions at end of year	2020-12-31	$3,167
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$32,016
Administrative expenses (other) incurred	2020-12-31	$8
Liabilities. Value of operating payables at end of year	2020-12-31	$56
Liabilities. Value of operating payables at beginning of year	2020-12-31	$49
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$517,114
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,733,645
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,216,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$21,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,586,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,152,185
Interest on participant loans	2020-12-31	$1,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$43,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$17,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$17,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$310,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$156,725
Employer contributions (assets) at end of year	2020-12-31	$80,300
Employer contributions (assets) at beginning of year	2020-12-31	$27,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$132,310
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CUOMO, WINTERS & SCHMIDT, CPAS PLLC
Accountancy firm EIN	2020-12-31	473999292
2019 : ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$49
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	$637,291
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$365,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$336,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$227,852
Value of total assets at end of year	2019-12-31	$2,216,580
Value of total assets at beginning of year	2019-12-31	$1,944,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,201
Total interest from all sources	2019-12-31	$1,563
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$81,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$81,563
Administrative expenses professional fees incurred	2019-12-31	$6,741
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$105,237
Participant contributions at end of year	2019-12-31	$19,152
Participant contributions at beginning of year	2019-12-31	$12,811
Participant contributions at beginning of year	2019-12-31	$3,008
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$37
Liabilities. Value of operating payables at end of year	2019-12-31	$49
Total non interest bearing cash at end of year	2019-12-31	$724
Total non interest bearing cash at beginning of year	2019-12-31	$1,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$272,209
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,216,531
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,944,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,460
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,152,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,879,077
Interest on participant loans	2019-12-31	$793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$17,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$24,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$24,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$326,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$122,413
Employer contributions (assets) at end of year	2019-12-31	$27,130
Employer contributions (assets) at beginning of year	2019-12-31	$24,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$336,881
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CUOMO, WINTERS & SCHMIDT, CPAS PLLC
Accountancy firm EIN	2019-12-31	473999292
2018 : ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$75
Total income from all sources (including contributions)	2018-12-31	$90,095
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$93,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$65,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$188,168
Value of total assets at end of year	2018-12-31	$1,944,322
Value of total assets at beginning of year	2018-12-31	$1,947,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,444
Total interest from all sources	2018-12-31	$612
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$120,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$120,978
Administrative expenses professional fees incurred	2018-12-31	$7,741
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$73,081
Participant contributions at end of year	2018-12-31	$12,811
Participant contributions at beginning of year	2018-12-31	$9,808
Participant contributions at end of year	2018-12-31	$3,008
Participant contributions at beginning of year	2018-12-31	$6,014
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$-62
Liabilities. Value of operating payables at beginning of year	2018-12-31	$75
Total non interest bearing cash at end of year	2018-12-31	$1,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,051
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,944,322
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,947,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$19,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,879,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,902,163
Interest on participant loans	2018-12-31	$374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$24,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-219,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$115,087
Employer contributions (assets) at end of year	2018-12-31	$24,087
Employer contributions (assets) at beginning of year	2018-12-31	$17,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$65,702
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CUOMO, WINTERS & SCHMIDT, CPAS PLLC
Accountancy firm EIN	2018-12-31	473999292

Form 5500 Responses for ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN

2022: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: ONONDAGA CASE MANAGEMENT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ONONDAGA CASE MANAGEMENT SERVICES, INC. DBA CIRCARE
Employer identification number (EIN):	161363413
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1990-04-02
Company Identification Number:	1435951
Legal Registered Office Address:	220 HERALD PLACE Onondaga SYRACUSE United States of America (USA) 13202