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SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 005

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) 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.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC.
Employer identification number (EIN):330100747
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-07-01JANET D. HAKE2024-03-19
0052021-07-01JANET D. HAKE2023-01-26
0052020-07-01JANET D. HAKE2022-01-19
0052019-07-01JANET D. HAKE2020-12-10
0052018-07-01JANET D. HAKE2020-01-09
0052017-07-01JANET HAKE
0052016-07-01JANET HAKE
0052015-07-01JANET HAKE
0052014-07-01JANET HAKE
0052013-07-01JANET HAKE
0052012-07-01JANET HAKE
0052011-07-01JANET HAKE
0052010-07-01JANET HAKE2012-04-13 JANET HAKE2012-04-13
0052007-07-01JANET HAKE JANET HAKE2010-06-03

Plan Statistics for SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0156
Total number of active participants reported on line 7a of the Form 55002017-07-0141
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0155
Number of participants with account balances2017-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0158
Total number of active participants reported on line 7a of the Form 55002016-07-0137
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0117
Total of all active and inactive participants2016-07-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0154
Number of participants with account balances2016-07-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0155
Total number of active participants reported on line 7a of the Form 55002015-07-0138
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0158
Number of participants with account balances2015-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0153
Total number of active participants reported on line 7a of the Form 55002014-07-0138
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0114
Total of all active and inactive participants2014-07-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0152
Number of participants with account balances2014-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0150
Total number of active participants reported on line 7a of the Form 55002013-07-0144
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-019
Total of all active and inactive participants2013-07-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0153
Number of participants with account balances2013-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0153
Total number of active participants reported on line 7a of the Form 55002012-07-0143
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-017
Total of all active and inactive participants2012-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0150
Number of participants with account balances2012-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0148
Total number of active participants reported on line 7a of the Form 55002011-07-0149
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-014
Total of all active and inactive participants2011-07-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0153
Number of participants with account balances2011-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2007: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-0154
Total number of active participants reported on line 7a of the Form 55002007-07-0142
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-0112
Total of all active and inactive participants2007-07-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-0154
Number of participants with account balances2007-07-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-012

Financial Data on SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$857,106
Expenses. Total of all expenses incurred2018-06-30$509,590
Benefits paid (including direct rollovers)2018-06-30$471,760
Total plan assets at end of year2018-06-30$5,359,312
Total plan assets at beginning of year2018-06-30$5,011,796
Value of fidelity bond covering the plan2018-06-30$500,000
Total contributions received or receivable from participants2018-06-30$251,276
Contributions received from other sources (not participants or employers)2018-06-30$899
Other income received2018-06-30$359,482
Net income (gross income less expenses)2018-06-30$347,516
Net plan assets at end of year (total assets less liabilities)2018-06-30$5,359,312
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$5,011,796
Assets. Value of participant loans2018-06-30$40,623
Total contributions received or receivable from employer(s)2018-06-30$245,449
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$37,830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$832,360
Expenses. Total of all expenses incurred2017-06-30$1,883,535
Benefits paid (including direct rollovers)2017-06-30$1,814,430
Total plan assets at end of year2017-06-30$5,011,796
Total plan assets at beginning of year2017-06-30$6,062,971
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$259,848
Contributions received from other sources (not participants or employers)2017-06-30$10,473
Other income received2017-06-30$311,897
Net income (gross income less expenses)2017-06-30$-1,051,175
Net plan assets at end of year (total assets less liabilities)2017-06-30$5,011,796
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$6,062,971
Assets. Value of participant loans2017-06-30$73,204
Total contributions received or receivable from employer(s)2017-06-30$250,142
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$69,105
2016 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$611,797
Expenses. Total of all expenses incurred2016-06-30$2,581,978
Benefits paid (including direct rollovers)2016-06-30$2,494,941
Total plan assets at end of year2016-06-30$6,062,971
Total plan assets at beginning of year2016-06-30$8,033,152
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$210,754
Other income received2016-06-30$175,566
Net income (gross income less expenses)2016-06-30$-1,970,181
Net plan assets at end of year (total assets less liabilities)2016-06-30$6,062,971
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$8,033,152
Assets. Value of participant loans2016-06-30$63,842
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-06-30$4,782
Total contributions received or receivable from employer(s)2016-06-30$225,477
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$87,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$663,601
Expenses. Total of all expenses incurred2015-06-30$1,493,049
Benefits paid (including direct rollovers)2015-06-30$1,367,857
Total plan assets at end of year2015-06-30$8,033,152
Total plan assets at beginning of year2015-06-30$8,862,600
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$188,325
Other income received2015-06-30$230,584
Net income (gross income less expenses)2015-06-30$-829,448
Net plan assets at end of year (total assets less liabilities)2015-06-30$8,033,152
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$8,862,600
Assets. Value of participant loans2015-06-30$36,487
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-06-30$4,782
Total contributions received or receivable from employer(s)2015-06-30$244,692
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$125,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,115,284
Expenses. Total of all expenses incurred2014-06-30$1,509,824
Benefits paid (including direct rollovers)2014-06-30$1,374,897
Total plan assets at end of year2014-06-30$8,862,600
Total plan assets at beginning of year2014-06-30$9,257,140
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$210,895
Other income received2014-06-30$668,123
Net income (gross income less expenses)2014-06-30$-394,540
Net plan assets at end of year (total assets less liabilities)2014-06-30$8,862,600
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$9,257,140
Assets. Value of participant loans2014-06-30$52,010
Total contributions received or receivable from employer(s)2014-06-30$236,266
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$134,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$925,254
Expenses. Total of all expenses incurred2013-06-30$373,156
Benefits paid (including direct rollovers)2013-06-30$256,399
Total plan assets at end of year2013-06-30$9,257,140
Total plan assets at beginning of year2013-06-30$8,705,042
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$224,632
Other income received2013-06-30$475,943
Net income (gross income less expenses)2013-06-30$552,098
Net plan assets at end of year (total assets less liabilities)2013-06-30$9,257,140
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$8,705,042
Assets. Value of participant loans2013-06-30$52,577
Total contributions received or receivable from employer(s)2013-06-30$224,679
Value of corrective distributions2013-06-30$7,947
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$108,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$556,379
Expenses. Total of all expenses incurred2012-06-30$626,295
Benefits paid (including direct rollovers)2012-06-30$508,820
Total plan assets at end of year2012-06-30$8,705,042
Total plan assets at beginning of year2012-06-30$8,774,958
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$224,057
Other income received2012-06-30$99,604
Net income (gross income less expenses)2012-06-30$-69,916
Net plan assets at end of year (total assets less liabilities)2012-06-30$8,705,042
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$8,774,958
Assets. Value of participant loans2012-06-30$66,432
Total contributions received or receivable from employer(s)2012-06-30$232,718
Value of corrective distributions2012-06-30$6,653
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$110,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2008 : SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-06-30$0

Form 5500 Responses for SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2017: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2007: SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes

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