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HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameHEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN
Plan identification number 001

HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A.
Employer identification number (EIN):223834540
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01TERRI URGO2022-07-27 MAHESH BIKKINA2022-07-27
0012020-01-01MAHESH BIKKINA2021-06-05
0012019-01-01MAHESH BIKKINA2020-07-23
0012018-01-01MAHESH BIKKINA2019-10-07
0012017-01-01MAHESH BIKKINA
0012016-01-01TERRI URGO URGO
0012015-01-01MAHESH BIKKINA
0012014-01-01MAHESH BIKKINA
0012014-01-01MAHESH BIKKINA
0012013-01-01MAHESH BIKKINA
0012012-01-01MAHESH BIKKINA MAHESH BIKKINA2013-11-08
0012011-01-01TERRI URGO
0012010-01-01MAHESH BIKKINA, M.D.2011-10-28 MAHESH BIKKINA, M.D.2011-10-28

Plan Statistics for HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN

Measure Date Value
2022: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01160
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2017: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0155
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0156
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0155
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0143
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0143
Total participants2014-01-0143
Number of participants with account balances2014-01-0135
2013: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-01103
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0175
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0188
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0174
Total number of active participants reported on line 7a of the Form 55002011-01-0165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0175
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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$0
Total income from all sources (including contributions)2022-12-31$-250,463
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$190,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$169,954
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,406,222
Value of total assets at end of year2022-12-31$7,501,729
Value of total assets at beginning of year2022-12-31$7,943,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,037
Total interest from all sources2022-12-31$3,350
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$450,266
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$450,266
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$1,026,925
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$298,388
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$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-441,454
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,501,729
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,943,183
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
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,247,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,698,652
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$254,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$244,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$244,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,350
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,110,301
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$80,909
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$169,954
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$21,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2017 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,079,169
Expenses. Total of all expenses incurred2017-12-31$196,851
Benefits paid (including direct rollovers)2017-12-31$73,695
Total plan assets at end of year2017-12-31$3,131,407
Total plan assets at beginning of year2017-12-31$2,249,089
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$458,082
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$156,266
Other income received2017-12-31$464,821
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$882,318
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,131,407
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,249,089
Assets. Value of participant loans2017-12-31$3,240
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$1,581
Value of corrective distributions2017-12-31$111,175
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10,400
2016 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$297,185
Expenses. Total of all expenses incurred2016-12-31$52,964
Benefits paid (including direct rollovers)2016-12-31$47,195
Total plan assets at end of year2016-12-31$2,249,089
Total plan assets at beginning of year2016-12-31$2,004,868
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$138,874
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$142,411
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$244,221
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,249,089
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,004,868
Assets. Value of participant loans2016-12-31$1,547
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$15,900
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,769
2015 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$262,144
Expenses. Total of all expenses incurred2015-12-31$88,252
Benefits paid (including direct rollovers)2015-12-31$88,152
Total plan assets at end of year2015-12-31$2,004,868
Total plan assets at beginning of year2015-12-31$1,830,976
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$278,779
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-16,635
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$173,892
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,004,868
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,830,976
Assets. Value of participant loans2015-12-31$1,498
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$100
2014 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$280,058
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$224,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$221,811
Expenses. Certain deemed distributions of participant loans2014-12-31$2,211
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$190,663
Value of total assets at end of year2014-12-31$1,830,976
Value of total assets at beginning of year2014-12-31$1,775,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$138
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$111,254
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$280,058
Expenses. Total of all expenses incurred2014-12-31$224,160
Benefits paid (including direct rollovers)2014-12-31$221,811
Total plan assets at end of year2014-12-31$1,830,976
Total plan assets at beginning of year2014-12-31$1,775,078
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$170,489
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$849
Other income received2014-12-31$89,395
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$55,898
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,830,976
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,775,078
Assets. Value of participant loans2014-12-31$1,450
Total contributions received or receivable from employer(s)2014-12-31$19,325
Value of certain deemed distributions of participant loans2014-12-31$2,211
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$138
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$111,254
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$170,489
Participant contributions at end of year2014-12-31$1,450
Participant contributions at beginning of year2014-12-31$6,894
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$849
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
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end 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$0
Administrative expenses (other) incurred2014-12-31$138
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash 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$55,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,830,976
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,775,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of 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$1,815,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,705,983
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$119
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$62,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$62,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-21,982
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$19,325
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$221,811
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation 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 end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountancy firm name2014-12-31GIOVANNIELLO
Accountancy firm EIN2014-12-31112519183
2013 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$549,558
Expenses. Total of all expenses incurred2013-12-31$102,695
Benefits paid (including direct rollovers)2013-12-31$102,361
Total plan assets at end of year2013-12-31$1,775,078
Total plan assets at beginning of year2013-12-31$1,328,215
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$282,267
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$76,412
Other income received2013-12-31$175,114
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$446,863
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,775,078
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,328,215
Assets. Value of participant loans2013-12-31$6,894
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$15,765
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$334
2012 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$330,341
Expenses. Total of all expenses incurred2012-12-31$710,353
Benefits paid (including direct rollovers)2012-12-31$710,238
Total plan assets at end of year2012-12-31$1,328,215
Total plan assets at beginning of year2012-12-31$1,708,227
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$156,441
Other income received2012-12-31$167,757
Net income (gross income less expenses)2012-12-31$-380,012
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,328,215
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,708,227
Assets. Value of participant loans2012-12-31$325
Total contributions received or receivable from employer(s)2012-12-31$6,143
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$77,138
Expenses. Total of all expenses incurred2011-12-31$28,685
Benefits paid (including direct rollovers)2011-12-31$28,579
Total plan assets at end of year2011-12-31$1,708,227
Total plan assets at beginning of year2011-12-31$1,659,774
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$251,806
Other income received2011-12-31$-174,668
Net income (gross income less expenses)2011-12-31$48,453
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,708,227
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,659,774
Assets. Value of participant loans2011-12-31$1,184
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN

2022: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2017: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEART & VASCULAR ASSOCIATES OF NORTHERN JERSEY, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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