ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
401k plan membership statisitcs for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
Measure | Date | Value |
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2023: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
Total of all active and inactive participants | 2023-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 23 |
Number of participants with account balances | 2023-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 23 |
Number of participants with account balances | 2022-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 23 |
Number of participants with account balances | 2021-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 21 |
Number of participants with account balances | 2020-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 22 |
Number of participants with account balances | 2019-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 19 |
Number of participants with account balances | 2017-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 18 |
Number of participants with account balances | 2016-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 19 |
Number of participants with account balances | 2012-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 19 |
Number of participants with account balances | 2011-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $761,987 |
Expenses. Total of all expenses incurred | 2023-12-31 | $25,338 |
Benefits paid (including direct rollovers) | 2023-12-31 | $3,823 |
Total plan assets at end of year | 2023-12-31 | $5,059,353 |
Total plan assets at beginning of year | 2023-12-31 | $4,322,704 |
Value of fidelity bond covering the plan | 2023-12-31 | $432,270 |
Total contributions received or receivable from participants | 2023-12-31 | $82,500 |
Other income received | 2023-12-31 | $611,787 |
Net income (gross income less expenses) | 2023-12-31 | $736,649 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,059,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,322,704 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $67,700 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $21,515 |
2022 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $1,148 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $1,399 |
Total income from all sources | 2022-12-31 | $-727,340 |
Expenses. Total of all expenses incurred | 2022-12-31 | $90,588 |
Benefits paid (including direct rollovers) | 2022-12-31 | $72,419 |
Total plan assets at end of year | 2022-12-31 | $4,269,532 |
Total plan assets at beginning of year | 2022-12-31 | $5,087,711 |
Value of fidelity bond covering the plan | 2022-12-31 | $336,000 |
Total contributions received or receivable from participants | 2022-12-31 | $74,500 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $-89,529 |
Other income received | 2022-12-31 | $-858,388 |
Net income (gross income less expenses) | 2022-12-31 | $-817,928 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,269,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,086,312 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $56,548 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $18,169 |
2021 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $1,399 |
Total plan liabilities at beginning of year | 2021-12-31 | $1,399 |
Total income from all sources | 2021-12-31 | $894,677 |
Expenses. Total of all expenses incurred | 2021-12-31 | $48,240 |
Benefits paid (including direct rollovers) | 2021-12-31 | $13,728 |
Total plan assets at end of year | 2021-12-31 | $5,087,711 |
Total plan assets at beginning of year | 2021-12-31 | $4,241,274 |
Value of fidelity bond covering the plan | 2021-12-31 | $508,632 |
Total contributions received or receivable from participants | 2021-12-31 | $71,500 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $89,528 |
Other income received | 2021-12-31 | $622,367 |
Net income (gross income less expenses) | 2021-12-31 | $846,437 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,086,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,239,875 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $149,736 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $111,282 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $34,512 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $1,399 |
Total plan liabilities at beginning of year | 2020-12-31 | $1,658 |
Total income from all sources | 2020-12-31 | $281,809 |
Expenses. Total of all expenses incurred | 2020-12-31 | $92,528 |
Benefits paid (including direct rollovers) | 2020-12-31 | $74,509 |
Total plan assets at end of year | 2020-12-31 | $4,241,274 |
Total plan assets at beginning of year | 2020-12-31 | $4,052,252 |
Value of fidelity bond covering the plan | 2020-12-31 | $405,059 |
Total contributions received or receivable from participants | 2020-12-31 | $71,500 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $183,482 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $189,281 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,239,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,050,594 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $149,736 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $26,827 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,019 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $1,658 |
Total plan liabilities at beginning of year | 2019-12-31 | $1,399 |
Total income from all sources | 2019-12-31 | $708,519 |
Expenses. Total of all expenses incurred | 2019-12-31 | $885,678 |
Benefits paid (including direct rollovers) | 2019-12-31 | $866,413 |
Total plan assets at end of year | 2019-12-31 | $4,052,252 |
Total plan assets at beginning of year | 2019-12-31 | $4,229,152 |
Value of fidelity bond covering the plan | 2019-12-31 | $422,775 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $0 |
Noncash contributions received | 2019-12-31 | $701,520 |
Net income (gross income less expenses) | 2019-12-31 | $-177,159 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,050,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,227,753 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $152,635 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $6,999 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $19,265 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $1,399 |
Total plan liabilities at beginning of year | 2018-12-31 | $1,399 |
Total income from all sources | 2018-12-31 | $-296,538 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,082 |
Benefits paid (including direct rollovers) | 2018-12-31 | $8,832 |
Total plan assets at end of year | 2018-12-31 | $4,229,152 |
Total plan assets at beginning of year | 2018-12-31 | $4,534,772 |
Value of fidelity bond covering the plan | 2018-12-31 | $453,337 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-296,538 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-305,620 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,227,753 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,533,373 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $149,182 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $250 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $1,399 |
Total plan liabilities at beginning of year | 2017-12-31 | $1,399 |
Total income from all sources | 2017-12-31 | $529,986 |
Expenses. Total of all expenses incurred | 2017-12-31 | $94,138 |
Benefits paid (including direct rollovers) | 2017-12-31 | $77,369 |
Total plan assets at end of year | 2017-12-31 | $4,534,772 |
Total plan assets at beginning of year | 2017-12-31 | $4,098,924 |
Value of fidelity bond covering the plan | 2017-12-31 | $409,752 |
Total contributions received or receivable from participants | 2017-12-31 | $38,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $478,517 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $435,848 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,533,373 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,097,525 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $158,147 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $13,469 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,769 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $1,399 |
Total plan liabilities at beginning of year | 2016-12-31 | $1,324 |
Total income from all sources | 2016-12-31 | $438,317 |
Expenses. Total of all expenses incurred | 2016-12-31 | $266,510 |
Benefits paid (including direct rollovers) | 2016-12-31 | $252,524 |
Total plan assets at end of year | 2016-12-31 | $4,098,924 |
Total plan assets at beginning of year | 2016-12-31 | $3,927,042 |
Value of fidelity bond covering the plan | 2016-12-31 | $409,778 |
Total contributions received or receivable from participants | 2016-12-31 | $85,090 |
Other income received | 2016-12-31 | $320,937 |
Net income (gross income less expenses) | 2016-12-31 | $171,807 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,097,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,925,718 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $156,206 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $32,290 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,986 |
2015 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $1,324 |
Total income from all sources | 2015-12-31 | $65,638 |
Expenses. Total of all expenses incurred | 2015-12-31 | $15,379 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,174 |
Total plan assets at end of year | 2015-12-31 | $3,927,042 |
Total plan assets at beginning of year | 2015-12-31 | $3,875,459 |
Value of fidelity bond covering the plan | 2015-12-31 | $387,546 |
Total contributions received or receivable from participants | 2015-12-31 | $100,268 |
Other income received | 2015-12-31 | $-34,630 |
Net income (gross income less expenses) | 2015-12-31 | $50,259 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,925,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,875,459 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $160,639 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,205 |
2014 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $419,182 |
Expenses. Total of all expenses incurred | 2014-12-31 | $366,268 |
Benefits paid (including direct rollovers) | 2014-12-31 | $352,590 |
Total plan assets at end of year | 2014-12-31 | $3,875,459 |
Total plan assets at beginning of year | 2014-12-31 | $3,822,545 |
Value of fidelity bond covering the plan | 2014-12-31 | $382,255 |
Total contributions received or receivable from participants | 2014-12-31 | $120,140 |
Other income received | 2014-12-31 | $299,042 |
Net income (gross income less expenses) | 2014-12-31 | $52,914 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,875,459 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,822,545 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $168,344 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13,678 |
2013 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $463,670 |
Expenses. Total of all expenses incurred | 2013-12-31 | $80,958 |
Benefits paid (including direct rollovers) | 2013-12-31 | $68,714 |
Total plan assets at end of year | 2013-12-31 | $3,822,545 |
Total plan assets at beginning of year | 2013-12-31 | $3,439,833 |
Value of fidelity bond covering the plan | 2013-12-31 | $343,983 |
Total contributions received or receivable from participants | 2013-12-31 | $169,093 |
Other income received | 2013-12-31 | $234,834 |
Net income (gross income less expenses) | 2013-12-31 | $382,712 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,822,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,439,833 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $131,490 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $59,743 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,244 |
2012 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $13,378 |
Total income from all sources | 2012-12-31 | $481,906 |
Expenses. Total of all expenses incurred | 2012-12-31 | $41,178 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,395 |
Total plan assets at end of year | 2012-12-31 | $3,439,833 |
Total plan assets at beginning of year | 2012-12-31 | $3,012,483 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $162,523 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $310,993 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $440,728 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,439,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,999,105 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $100,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $8,390 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $12,783 |
2011 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $13,378 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $198,563 |
Expenses. Total of all expenses incurred | 2011-12-31 | $37,002 |
Benefits paid (including direct rollovers) | 2011-12-31 | $25,000 |
Total plan assets at end of year | 2011-12-31 | $3,012,483 |
Total plan assets at beginning of year | 2011-12-31 | $2,837,544 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $174,190 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-56,042 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $161,561 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,999,105 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,837,544 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $248,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $80,415 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,002 |
2010 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $563,689 |
Expenses. Total of all expenses incurred | 2010-12-31 | $88,905 |
Benefits paid (including direct rollovers) | 2010-12-31 | $77,388 |
Total plan assets at end of year | 2010-12-31 | $2,837,544 |
Total plan assets at beginning of year | 2010-12-31 | $2,362,760 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $141,262 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $89,896 |
Other income received | 2010-12-31 | $241,464 |
Net income (gross income less expenses) | 2010-12-31 | $474,784 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,837,544 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,362,760 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $250,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $91,067 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,517 |