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ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ALLIED PHYSICIANS GROUP PLLC has sponsored the creation of one or more 401k plans.

Company Name:ALLIED PHYSICIANS GROUP PLLC
Employer identification number (EIN):204762421
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MEGAN MILLEVOY2019-10-15
0012018-01-01MEGAN MILLEVOY2019-11-08
0012017-01-01MEGAN MILLEVOY
0012016-01-01CORINNE FRIEDMAN CORINNE FRIEDMAN2018-06-26
0012016-01-01
0012015-01-01MEGAN MILLEVOY MEGAN MILLEVOY2016-10-17
0012015-01-01MEGAN MILLEVOY MEGAN MILLEVOY2017-10-18
0012014-01-01MEGAN MILLEVOY MEGAN MILLEVOY2015-10-14
0012013-01-01SHERYL BLUMBERG SHERYL BLUMBERG2015-01-02
0012012-01-01SHERYL BLUMBERG SHERYL BLUMBERG2013-10-15
0012011-01-01SHERYL BLUMBERG SHERYL BLUMBERG2013-05-09
0012010-01-01LESLIE RUSSO LESLIE RUSSO2011-10-14
0012009-01-01LESLIE RUSSO LESLIE RUSSO2010-10-14

Plan Statistics for ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01514
Total number of active participants reported on line 7a of the Form 55002022-01-01332
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01209
Total of all active and inactive participants2022-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01541
Number of participants with account balances2022-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01573
Total number of active participants reported on line 7a of the Form 55002021-01-01373
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01514
Number of participants with account balances2021-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01577
Total number of active participants reported on line 7a of the Form 55002020-01-01388
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01573
Number of participants with account balances2020-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01516
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01164
Total of all active and inactive participants2019-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01577
Number of participants with account balances2019-01-01577
2018: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01454
Total number of active participants reported on line 7a of the Form 55002018-01-01414
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01516
Number of participants with account balances2018-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01449
Total number of active participants reported on line 7a of the Form 55002017-01-01419
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01454
Number of participants with account balances2017-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01428
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01412
Number of participants with account balances2016-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01433
Total number of active participants reported on line 7a of the Form 55002015-01-01358
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01403
Number of participants with account balances2015-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01421
Total number of active participants reported on line 7a of the Form 55002014-01-01367
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01385
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01293
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-01265
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01218
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01217
Number of participants with account balances2011-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01219
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01220
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01228
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,237,660
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,124,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$824,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,677,778
Value of total assets at end of year2022-12-31$46,634,553
Value of total assets at beginning of year2022-12-31$51,997,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$299,968
Total interest from all sources2022-12-31$13,432
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,316,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,316,132
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,724,952
Participant contributions at end of year2022-12-31$235,941
Participant contributions at beginning of year2022-12-31$267,953
Participant contributions at end of year2022-12-31$27,000
Participant contributions at beginning of year2022-12-31$40,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,660,050
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,396,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,362,505
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,634,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,997,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,388,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,317,572
Interest on participant loans2022-12-31$13,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$832,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$831,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,245,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,952,826
Employer contributions (assets) at end of year2022-12-31$1,490,852
Employer contributions (assets) at beginning of year2022-12-31$1,142,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$824,877
Contract administrator fees2022-12-31$299,968
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,486,434
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,391,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,057,068
Expenses. Certain deemed distributions of participant loans2021-12-31$13,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,868,643
Value of total assets at end of year2021-12-31$51,997,058
Value of total assets at beginning of year2021-12-31$43,901,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$320,620
Total interest from all sources2021-12-31$16,195
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,648,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,648,340
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,504,195
Participant contributions at end of year2021-12-31$267,953
Participant contributions at beginning of year2021-12-31$316,283
Participant contributions at end of year2021-12-31$40,000
Participant contributions at beginning of year2021-12-31$40,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,396,604
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,797,423
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$617,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,095,228
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,997,058
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,901,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,317,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,323,620
Interest on participant loans2021-12-31$16,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$831,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,151,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$953,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,746,541
Employer contributions (assets) at end of year2021-12-31$1,142,923
Employer contributions (assets) at beginning of year2021-12-31$1,273,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,057,068
Contract administrator fees2021-12-31$320,620
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,624,913
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,730,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,491,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,031,387
Value of total assets at end of year2020-12-31$43,901,830
Value of total assets at beginning of year2020-12-31$35,007,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$239,230
Total interest from all sources2020-12-31$22,840
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,063,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,063,425
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,218,582
Participant contributions at end of year2020-12-31$316,283
Participant contributions at beginning of year2020-12-31$413,454
Participant contributions at end of year2020-12-31$40,000
Participant contributions at beginning of year2020-12-31$49,130
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,797,423
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,000,701
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,894,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,901,830
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,007,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,323,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,424,600
Interest on participant loans2020-12-31$22,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,151,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$837,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,507,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,799,859
Employer contributions (assets) at end of year2020-12-31$1,273,337
Employer contributions (assets) at beginning of year2020-12-31$1,276,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,491,005
Contract administrator fees2020-12-31$239,230
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,040,981
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,227,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,025,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,191,090
Value of total assets at end of year2019-12-31$35,007,152
Value of total assets at beginning of year2019-12-31$26,193,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,278
Total interest from all sources2019-12-31$23,354
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,147,796
Participant contributions at end of year2019-12-31$413,454
Participant contributions at beginning of year2019-12-31$394,744
Participant contributions at end of year2019-12-31$49,130
Participant contributions at beginning of year2019-12-31$126,204
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,000,701
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$670,269
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$367,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,813,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,007,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,193,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,424,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,118,701
Interest on participant loans2019-12-31$23,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$837,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$436,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,826,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,675,538
Employer contributions (assets) at end of year2019-12-31$1,276,915
Employer contributions (assets) at beginning of year2019-12-31$1,439,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,025,352
Contract administrator fees2019-12-31$202,278
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,766,021
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,353,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,321,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,017,862
Value of total assets at end of year2018-12-31$26,193,800
Value of total assets at beginning of year2018-12-31$25,781,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,885
Total interest from all sources2018-12-31$18,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$31,885
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,060,781
Participant contributions at end of year2018-12-31$394,743
Participant contributions at beginning of year2018-12-31$324,633
Participant contributions at end of year2018-12-31$126,204
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$670,269
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$850,862
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$149,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$412,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,193,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,781,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,118,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,688,279
Interest earned on other investments2018-12-31$18,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$436,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$449,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,270,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,807,115
Employer contributions (assets) at end of year2018-12-31$1,439,333
Employer contributions (assets) at beginning of year2018-12-31$1,468,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,321,591
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,056,149
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$628,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$621,511
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,979,777
Value of total assets at end of year2017-12-31$25,781,255
Value of total assets at beginning of year2017-12-31$19,353,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,094
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$17,668
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$239,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$239,033
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,749,788
Participant contributions at end of year2017-12-31$324,633
Participant contributions at beginning of year2017-12-31$205,404
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$850,862
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$655,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$383,284
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$6,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$172,821
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,427,544
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,781,255
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,353,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$11,344
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,688,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,049,409
Interest on participant loans2017-12-31$13,427
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$4,241
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$449,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$395,210
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,646,850
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,846,705
Employer contributions (assets) at end of year2017-12-31$1,468,244
Employer contributions (assets) at beginning of year2017-12-31$1,036,419
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$614,816
Contract administrator fees2017-12-31$7,094
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GETTRY MARCUS
Accountancy firm EIN2017-12-31133418879
2016 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,156
Total unrealized appreciation/depreciation of assets2016-12-31$1,156
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,278,640
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,253,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,246,763
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,044,193
Value of total assets at end of year2016-12-31$19,353,711
Value of total assets at beginning of year2016-12-31$17,328,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,479
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$15,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$196,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$196,524
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,335,107
Participant contributions at end of year2016-12-31$205,404
Participant contributions at beginning of year2016-12-31$338,667
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$81,733
Assets. Other investments not covered elsewhere at end of year2016-12-31$655,925
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$591,561
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$163,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$19,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$23,683
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,025,398
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,353,711
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,328,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Assets. partnership/joint venture interests at end of year2016-12-31$11,344
Assets. partnership/joint venture interests at beginning of year2016-12-31$10,188
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,049,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,884,935
Interest on participant loans2016-12-31$10,679
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$4,492
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$395,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$349,928
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$997,913
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,545,114
Employer contributions (assets) at end of year2016-12-31$1,036,419
Employer contributions (assets) at beginning of year2016-12-31$1,071,301
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,227,015
Contract administrator fees2016-12-31$6,479
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GETTRY MARCUS
Accountancy firm EIN2016-12-31133418879
2015 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,227
Total unrealized appreciation/depreciation of assets2015-12-31$-2,227
Total transfer of assets to this plan2015-12-31$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 paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,453,562
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,048,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,042,940
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,356,668
Value of total assets at end of year2015-12-31$17,328,313
Value of total assets at beginning of year2015-12-31$14,923,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,784
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$17,339
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$224,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$224,505
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,461,239
Participant contributions at end of year2015-12-31$338,667
Participant contributions at beginning of year2015-12-31$341,123
Participant contributions at end of year2015-12-31$81,733
Participant contributions at beginning of year2015-12-31$16,536
Assets. Other investments not covered elsewhere at end of year2015-12-31$591,561
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$535,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2,475
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$2,404,838
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,328,313
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,923,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Assets. partnership/joint venture interests at end of year2015-12-31$10,188
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,884,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,139,920
Interest on participant loans2015-12-31$13,346
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$3,993
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$349,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$232,342
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,198
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,360,045
Employer contributions (assets) at end of year2015-12-31$1,071,301
Employer contributions (assets) at beginning of year2015-12-31$844,023
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,042,940
Contract administrator fees2015-12-31$5,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$349,531
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2015-12-31133418879
2014 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-11,840
Total unrealized appreciation/depreciation of assets2014-12-31$-11,840
Total transfer of assets to this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,504,468
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$725,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$719,918
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,606,598
Value of total assets at end of year2014-12-31$14,923,475
Value of total assets at beginning of year2014-12-31$12,144,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,912
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$14,713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$171,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,928
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,193,451
Participant contributions at end of year2014-12-31$341,123
Participant contributions at beginning of year2014-12-31$208,407
Participant contributions at end of year2014-12-31$16,536
Participant contributions at beginning of year2014-12-31$31,875
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$101,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$284
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$2,778,638
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,923,475
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,144,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,139,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,921,408
Interest on participant loans2014-12-31$12,074
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$2,639
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$38
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$232,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$170,537
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$723,517
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,312,112
Employer contributions (assets) at end of year2014-12-31$844,023
Employer contributions (assets) at beginning of year2014-12-31$502,489
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$1,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$719,918
Contract administrator fees2014-12-31$5,912
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$349,531
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$310,083
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GETTRY MARCUS, CPA,P.C.
Accountancy firm EIN2014-12-31133418879
2013 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$118,447
Total unrealized appreciation/depreciation of assets2013-12-31$118,447
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,126,691
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$324,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$320,356
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,337,904
Value of total assets at end of year2013-12-31$12,144,837
Value of total assets at beginning of year2013-12-31$8,342,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,756
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$9,304
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$118,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$116,883
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,190,351
Participant contributions at end of year2013-12-31$208,407
Participant contributions at beginning of year2013-12-31$188,071
Participant contributions at end of year2013-12-31$31,875
Participant contributions at beginning of year2013-12-31$82,866
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$8,164
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,802,579
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,144,837
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,342,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,921,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,199,718
Interest on participant loans2013-12-31$6,997
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$2,307
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$38
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$170,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$154,563
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,534,301
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,132,847
Employer contributions (assets) at end of year2013-12-31$502,489
Employer contributions (assets) at beginning of year2013-12-31$606,304
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$1,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$318,773
Contract administrator fees2013-12-31$3,756
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$310,083
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$110,736
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GETTRY MARCUS CPA, P.C.
Accountancy firm EIN2013-12-31133418879
2012 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,340
Total unrealized appreciation/depreciation of assets2012-12-31$8,340
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,087,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$175,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$172,580
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,375,514
Value of total assets at end of year2012-12-31$8,342,258
Value of total assets at beginning of year2012-12-31$5,430,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,307
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$10,176
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$125,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$123,366
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,098,463
Participant contributions at end of year2012-12-31$188,071
Participant contributions at beginning of year2012-12-31$193,990
Participant contributions at end of year2012-12-31$82,866
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$199,357
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$7,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,911,994
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,342,258
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,430,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,199,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,720,384
Interest on participant loans2012-12-31$7,795
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$2,381
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$154,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$112,045
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$568,126
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,077,694
Employer contributions (assets) at end of year2012-12-31$606,304
Employer contributions (assets) at beginning of year2012-12-31$297,747
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$2,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$165,101
Contract administrator fees2012-12-31$3,307
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$110,736
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$105,989
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GETTRY MARCUS CPA, PC
Accountancy firm EIN2012-12-31133418879
2011 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,283
Total unrealized appreciation/depreciation of assets2011-12-31$-6,283
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,623,861
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$182,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$179,902
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,641,947
Value of total assets at end of year2011-12-31$5,430,264
Value of total assets at beginning of year2011-12-31$3,989,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,083
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$9,226
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$71,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$68,862
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$931,435
Participant contributions at end of year2011-12-31$193,990
Participant contributions at beginning of year2011-12-31$122,084
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,440,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,430,264
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,989,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,720,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,594,311
Interest on participant loans2011-12-31$7,189
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$2,037
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$60
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$60
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$112,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$76,599
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,162
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$678,798
Employer contributions (assets) at end of year2011-12-31$297,747
Employer contributions (assets) at beginning of year2011-12-31$167,263
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$2,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$179,902
Contract administrator fees2011-12-31$3,083
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$105,989
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$29,071
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GETTRY MARCUS STERN & LEHRER, CPA P
Accountancy firm EIN2011-12-31133418879
2010 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,667
Total unrealized appreciation/depreciation of assets2010-12-31$1,667
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,689,077
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$166,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$165,350
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,352,499
Value of total assets at end of year2010-12-31$3,989,388
Value of total assets at beginning of year2010-12-31$2,467,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,414
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$4,820
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,118
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$839,171
Participant contributions at end of year2010-12-31$122,084
Participant contributions at beginning of year2010-12-31$23,516
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$42,472
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$185,476
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,522,313
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,989,388
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,467,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,594,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,249,584
Interest on participant loans2010-12-31$2,896
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,924
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$60
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$76,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$62,577
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$298,376
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$327,852
Employer contributions (assets) at end of year2010-12-31$167,263
Employer contributions (assets) at beginning of year2010-12-31$83,372
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,300
Contract administrator fees2010-12-31$1,414
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$29,071
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,548
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GETTRY MARCUS STERN & LEHRER
Accountancy firm EIN2010-12-31133418879
2009 : ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN

2022: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLIED PEDIATRICS OF NEW YORK 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KM7D
Policy instance 1
Insurance contract or identification numberGAP-CP-KM7D
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KM7D
Policy instance 1
Insurance contract or identification numberGAP-CP-KM7D
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KM7D
Policy instance 1
Insurance contract or identification numberGAP-CP-KM7D
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KM7D
Policy instance 1
Insurance contract or identification numberGAP-CP-KM7D
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-06-05
Total amount of commissions paid to insurance brokerUSD $250
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractCUSTODIAL GUARANTEED INTEREST CONTRACT
Commission paid to Insurance BrokerUSD $250
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-KM7D
Policy instance 2
Insurance contract or identification numberGAP-CP-KM7D
Number of Individuals Covered516
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered454
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $549
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractCUSTODIAL GUARANTEED INTEREST CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered403
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $514
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $355
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $355
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITY CORP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,553
Total amount of fees paid to insurance companyUSD $17,424
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,553
Amount paid for insurance broker fees17424
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITY CORP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,306
Total amount of fees paid to insurance companyUSD $9,396
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,306
Amount paid for insurance broker fees9396
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITY CORP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered217
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,153
Total amount of fees paid to insurance companyUSD $8,993
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered204
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,260
Total amount of fees paid to insurance companyUSD $2,872
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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