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Plan Name | CAYUGA MEDICAL ASSOCIATES 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CAYUGA MEDICAL ASSOCIATES, P.C. |
Employer identification number (EIN): | 204356115 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about CAYUGA MEDICAL ASSOCIATES, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2006-02-17 |
Company Identification Number: | 3322419 |
Legal Registered Office Address: |
101 DATES DRIVE Tompkins ITHACA United States of America (USA) 14850 |
More information about CAYUGA MEDICAL ASSOCIATES, P.C.
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 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TONY VOTAW | |||
001 | 2016-01-01 | TONY VOTAW | |||
001 | 2015-01-01 | TONY VOTAW | |||
001 | 2014-01-01 | TONY VOTAW | TONY VOTAW | 2015-09-02 | |
001 | 2013-01-01 | TONY VOTAW | TONY VOTAW | 2014-10-14 | |
001 | 2012-01-01 | TONY VOTAW | 2013-07-26 | TONY VOTAW | 2013-07-26 |
001 | 2011-01-01 | TONY VOTAW | 2012-05-04 | TONY VOTAW | 2012-05-04 |
001 | 2010-01-01 | TONY VOTAW | 2011-05-03 | TONY VOTAW | 2011-05-03 |
Measure | Date | Value |
---|---|---|
2022: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 489 |
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 | 91 |
Total of all active and inactive participants | 2022-01-01 | 580 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 583 |
Number of participants with account balances | 2022-01-01 | 499 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 422 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 104 |
Total of all active and inactive participants | 2021-01-01 | 526 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 526 |
Number of participants with account balances | 2021-01-01 | 457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 381 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 74 |
Total of all active and inactive participants | 2020-01-01 | 455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 456 |
Number of participants with account balances | 2020-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 282 |
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 | 44 |
Total of all active and inactive participants | 2019-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 327 |
Number of participants with account balances | 2019-01-01 | 305 |
2018: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 294 |
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 | 41 |
Total of all active and inactive participants | 2018-01-01 | 335 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 335 |
Number of participants with account balances | 2018-01-01 | 252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 269 |
Number of participants with account balances | 2017-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 35 |
Total of all active and inactive participants | 2016-01-01 | 282 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 283 |
Number of participants with account balances | 2016-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 33 |
Total of all active and inactive participants | 2015-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 224 |
Number of participants with account balances | 2015-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 224 |
Number of participants with account balances | 2014-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 183 |
Number of participants with account balances | 2013-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CAYUGA MEDICAL ASSOCIATES 403(B) 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 | $3,381 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,749 |
Total income from all sources (including contributions) | 2022-12-31 | $-307,291 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,769,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,664,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,864,220 |
Value of total assets at end of year | 2022-12-31 | $34,459,461 |
Value of total assets at beginning of year | 2022-12-31 | $37,538,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $104,927 |
Total interest from all sources | 2022-12-31 | $6,851 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,083,328 |
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 | $1,083,328 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,905,094 |
Participant contributions at end of year | 2022-12-31 | $185,208 |
Participant contributions at beginning of year | 2022-12-31 | $122,759 |
Participant contributions at end of year | 2022-12-31 | $101,402 |
Participant contributions at beginning of year | 2022-12-31 | $74,702 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $669,269 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $3,381 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $5,749 |
Administrative expenses (other) incurred | 2022-12-31 | $1,815 |
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 | $-3,076,634 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,456,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,532,714 |
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 | $91,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,916,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,296,359 |
Interest on participant loans | 2022-12-31 | $6,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,261,690 |
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 | $2,289,857 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,256,042 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,044,643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,664,416 |
Contract administrator fees | 2022-12-31 | $11,618 |
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 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2022-12-31 | 161071694 |
2021 : CAYUGA MEDICAL ASSOCIATES 403(B) 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 | $5,749 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $184,151 |
Total income from all sources (including contributions) | 2021-12-31 | $9,966,584 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,159,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,060,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,060,021 |
Value of total assets at end of year | 2021-12-31 | $37,538,463 |
Value of total assets at beginning of year | 2021-12-31 | $29,910,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $99,601 |
Total interest from all sources | 2021-12-31 | $2,634 |
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 year | 2021-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,540,490 |
Participant contributions at end of year | 2021-12-31 | $122,759 |
Participant contributions at beginning of year | 2021-12-31 | $135,858 |
Participant contributions at end of year | 2021-12-31 | $74,702 |
Participant contributions at beginning of year | 2021-12-31 | $55,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $602,324 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $5,749 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $184,151 |
Administrative expenses (other) incurred | 2021-12-31 | $5,819 |
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 | $7,806,657 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,532,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,726,057 |
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 | $93,782 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,296,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,846,521 |
Interest on participant loans | 2021-12-31 | $2,634 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,903,929 |
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 | $1,917,207 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,044,643 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $872,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,060,326 |
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 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2021-12-31 | 161071694 |
2020 : CAYUGA MEDICAL ASSOCIATES 403(B) 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 | $184,151 |
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 | $8,272,163 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,486,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,422,548 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,271 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,102,332 |
Value of total assets at end of year | 2020-12-31 | $29,910,208 |
Value of total assets at beginning of year | 2020-12-31 | $22,940,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,289 |
Total interest from all sources | 2020-12-31 | $4,150 |
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 year | 2020-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,157,243 |
Participant contributions at end of year | 2020-12-31 | $135,858 |
Participant contributions at beginning of year | 2020-12-31 | $121,446 |
Participant contributions at end of year | 2020-12-31 | $55,281 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $384,608 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $184,151 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $56,289 |
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 | $6,786,055 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,726,057 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,940,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $28,846,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,113,317 |
Interest on participant loans | 2020-12-31 | $4,150 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,165,681 |
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 | $1,560,481 |
Employer contributions (assets) at end of year | 2020-12-31 | $872,548 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $705,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,422,548 |
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 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2020-12-31 | 161071694 |
2019 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 | $7,257 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,257 |
Total income from all sources (including contributions) | 2019-12-31 | $7,082,552 |
Total income from all sources (including contributions) | 2019-12-31 | $7,082,552 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $568,356 |
Total of all expenses incurred | 2019-12-31 | $568,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $529,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $529,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,229,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,229,047 |
Value of total assets at end of year | 2019-12-31 | $22,940,002 |
Value of total assets at end of year | 2019-12-31 | $22,940,002 |
Value of total assets at beginning of year | 2019-12-31 | $16,433,063 |
Value of total assets at beginning of year | 2019-12-31 | $16,433,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,513 |
Total interest from all sources | 2019-12-31 | $6,033 |
Total interest from all sources | 2019-12-31 | $6,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 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 | $1,587,119 |
Contributions received from participants | 2019-12-31 | $1,587,119 |
Participant contributions at end of year | 2019-12-31 | $121,446 |
Participant contributions at end of year | 2019-12-31 | $121,446 |
Participant contributions at beginning of year | 2019-12-31 | $78,498 |
Participant contributions at beginning of year | 2019-12-31 | $78,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $306,053 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $306,053 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $7,257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $7,257 |
Administrative expenses (other) incurred | 2019-12-31 | $38,513 |
Administrative expenses (other) incurred | 2019-12-31 | $38,513 |
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 |
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 | $6,514,196 |
Value of net income/loss | 2019-12-31 | $6,514,196 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,940,002 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,940,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,425,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,425,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,113,317 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,113,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,329,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,329,805 |
Interest on participant loans | 2019-12-31 | $6,033 |
Interest on participant loans | 2019-12-31 | $6,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,847,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,847,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $1,335,875 |
Contributions received in cash from employer | 2019-12-31 | $1,335,875 |
Employer contributions (assets) at end of year | 2019-12-31 | $705,239 |
Employer contributions (assets) at end of year | 2019-12-31 | $705,239 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $24,760 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $24,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $529,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $529,843 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm name | 2019-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2019-12-31 | 161071694 |
Accountancy firm EIN | 2019-12-31 | 161071694 |
2018 : CAYUGA MEDICAL ASSOCIATES 403(B) 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 | $7,257 |
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 | $995,503 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,079,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,042,468 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $2,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,941,138 |
Value of total assets at end of year | 2018-12-31 | $16,433,063 |
Value of total assets at beginning of year | 2018-12-31 | $16,509,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $34,342 |
Total interest from all sources | 2018-12-31 | $3,846 |
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 year | 2018-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,229,058 |
Participant contributions at end of year | 2018-12-31 | $78,498 |
Participant contributions at beginning of year | 2018-12-31 | $79,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $153,977 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $7,257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $34,342 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-83,523 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,425,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,509,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $16,329,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,419,021 |
Interest on participant loans | 2018-12-31 | $3,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-949,481 |
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 | $558,103 |
Employer contributions (assets) at end of year | 2018-12-31 | $24,760 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $11,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,042,468 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2018-12-31 | 161071694 |
2017 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,433,873 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $491,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $432,711 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $924 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,336,162 |
Value of total assets at end of year | 2017-12-31 | $16,509,329 |
Value of total assets at beginning of year | 2017-12-31 | $11,566,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $57,416 |
Total interest from all sources | 2017-12-31 | $3,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $499,141 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $499,141 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,028,605 |
Participant contributions at end of year | 2017-12-31 | $79,248 |
Participant contributions at beginning of year | 2017-12-31 | $66,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,801,609 |
Administrative expenses (other) incurred | 2017-12-31 | $57,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $4,942,822 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,509,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,566,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,419,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,034,073 |
Interest on participant loans | 2017-12-31 | $3,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,594,877 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $505,948 |
Employer contributions (assets) at end of year | 2017-12-31 | $11,060 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $466,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $432,711 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2017-12-31 | 161071694 |
2016 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $2,547,326 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,478,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,396,441 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $35,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,869,973 |
Value of total assets at end of year | 2016-12-31 | $11,566,507 |
Value of total assets at beginning of year | 2016-12-31 | $10,497,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $45,697 |
Total interest from all sources | 2016-12-31 | $3,769 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $255,562 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $255,562 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $957,642 |
Participant contributions at end of year | 2016-12-31 | $66,056 |
Participant contributions at beginning of year | 2016-12-31 | $105,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $5,079 |
Value of net income/loss | 2016-12-31 | $1,069,189 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,566,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,497,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,034,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,960,123 |
Interest on participant loans | 2016-12-31 | $3,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $418,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $907,252 |
Employer contributions (assets) at end of year | 2016-12-31 | $466,378 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $432,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,396,441 |
Contract administrator fees | 2016-12-31 | $45,697 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2016-12-31 | 161071694 |
2015 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,595,719 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $179,593 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $145,420 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,812,400 |
Value of total assets at end of year | 2015-12-31 | $10,497,318 |
Value of total assets at beginning of year | 2015-12-31 | $9,081,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,173 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $4,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $758,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $758,926 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $965,621 |
Participant contributions at end of year | 2015-12-31 | $105,143 |
Participant contributions at beginning of year | 2015-12-31 | $113,251 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $14,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $26,729 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,416,126 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,497,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,081,192 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,960,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,537,701 |
Interest on participant loans | 2015-12-31 | $4,627 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-980,234 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $820,050 |
Employer contributions (assets) at end of year | 2015-12-31 | $432,052 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $415,297 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $145,420 |
Contract administrator fees | 2015-12-31 | $34,173 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2015-12-31 | 161071694 |
2014 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,342,657 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $221,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $180,583 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $4,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,960,591 |
Value of total assets at end of year | 2014-12-31 | $9,081,192 |
Value of total assets at beginning of year | 2014-12-31 | $6,960,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $36,735 |
Total interest from all sources | 2014-12-31 | $2,356 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $636,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $636,208 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $861,519 |
Participant contributions at end of year | 2014-12-31 | $113,251 |
Participant contributions at beginning of year | 2014-12-31 | $34,463 |
Participant contributions at end of year | 2014-12-31 | $14,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $317,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,120,673 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,081,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,960,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,537,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,553,033 |
Interest on participant loans | 2014-12-31 | $2,356 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-256,498 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $781,501 |
Employer contributions (assets) at end of year | 2014-12-31 | $415,297 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $373,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $180,583 |
Contract administrator fees | 2014-12-31 | $36,735 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2014-12-31 | 161071694 |
2013 : CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $2,833,710 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $110,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $68,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,907,662 |
Value of total assets at end of year | 2013-12-31 | $6,960,519 |
Value of total assets at beginning of year | 2013-12-31 | $4,237,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $42,003 |
Total interest from all sources | 2013-12-31 | $937 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $319,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $319,526 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $790,243 |
Participant contributions at end of year | 2013-12-31 | $34,463 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $413,016 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $2,722,743 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,960,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,237,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,553,033 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,237,776 |
Interest on participant loans | 2013-12-31 | $937 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $605,585 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $704,403 |
Employer contributions (assets) at end of year | 2013-12-31 | $373,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $68,964 |
Contract administrator fees | 2013-12-31 | $42,003 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCIARABBA WALKER AND CO LLP |
Accountancy firm EIN | 2013-12-31 | 161071694 |
2022: CAYUGA MEDICAL ASSOCIATES 403(B) 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: CAYUGA MEDICAL ASSOCIATES 403(B) 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: CAYUGA MEDICAL ASSOCIATES 403(B) 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: CAYUGA MEDICAL ASSOCIATES 403(B) 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: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CAYUGA MEDICAL ASSOCIATES 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |