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ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 401k Plan overview

Plan NameORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
Plan identification number 001

ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS has sponsored the creation of one or more 401k plans.

Company Name:ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS
Employer identification number (EIN):330638112
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN PALAFOX
0012016-01-01BRIAN PALAFOX
0012015-01-01BRIAN PALAFOX
0012014-01-01BRIAN PALAFOX
0012013-01-01BRIAN PALAFOX
0012012-01-01BRIAN PALAFOX
0012011-01-01BRIAN PALAFOX
0012010-01-01BRIAN PALAFOX
0012009-01-01BRIAN PALAFOX

Plan Statistics for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

401k plan membership statisitcs for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Measure Date Value
2023: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0110
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0111
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0123
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0123
Number of participants with account balances2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0123
Number of participants with account balances2021-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0122
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Number of participants with account balances2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0120
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Measure Date Value
2023 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$761,987
Expenses. Total of all expenses incurred2023-12-31$25,338
Benefits paid (including direct rollovers)2023-12-31$3,823
Total plan assets at end of year2023-12-31$5,059,353
Total plan assets at beginning of year2023-12-31$4,322,704
Value of fidelity bond covering the plan2023-12-31$432,270
Total contributions received or receivable from participants2023-12-31$82,500
Other income received2023-12-31$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
Transfers to/from the plan2022-12-31$1,148
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$1,399
Total income from all sources2022-12-31$-727,340
Expenses. Total of all expenses incurred2022-12-31$90,588
Benefits paid (including direct rollovers)2022-12-31$72,419
Total plan assets at end of year2022-12-31$4,269,532
Total plan assets at beginning of year2022-12-31$5,087,711
Value of fidelity bond covering the plan2022-12-31$336,000
Total contributions received or receivable from participants2022-12-31$74,500
Contributions received from other sources (not participants or employers)2022-12-31$-89,529
Other income received2022-12-31$-858,388
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$1,399
Total plan liabilities at beginning of year2021-12-31$1,399
Total income from all sources2021-12-31$894,677
Expenses. Total of all expenses incurred2021-12-31$48,240
Benefits paid (including direct rollovers)2021-12-31$13,728
Total plan assets at end of year2021-12-31$5,087,711
Total plan assets at beginning of year2021-12-31$4,241,274
Value of fidelity bond covering the plan2021-12-31$508,632
Total contributions received or receivable from participants2021-12-31$71,500
Contributions received from other sources (not participants or employers)2021-12-31$89,528
Other income received2021-12-31$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 interests2021-12-31$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 securities2021-12-31$0
2020 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$1,399
Total plan liabilities at beginning of year2020-12-31$1,658
Total income from all sources2020-12-31$281,809
Expenses. Total of all expenses incurred2020-12-31$92,528
Benefits paid (including direct rollovers)2020-12-31$74,509
Total plan assets at end of year2020-12-31$4,241,274
Total plan assets at beginning of year2020-12-31$4,052,252
Value of fidelity bond covering the plan2020-12-31$405,059
Total contributions received or receivable from participants2020-12-31$71,500
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$183,482
Noncash contributions received2020-12-31$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 interests2020-12-31$149,736
Total contributions received or receivable from employer(s)2020-12-31$26,827
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
2019 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,658
Total plan liabilities at beginning of year2019-12-31$1,399
Total income from all sources2019-12-31$708,519
Expenses. Total of all expenses incurred2019-12-31$885,678
Benefits paid (including direct rollovers)2019-12-31$866,413
Total plan assets at end of year2019-12-31$4,052,252
Total plan assets at beginning of year2019-12-31$4,229,152
Value of fidelity bond covering the plan2019-12-31$422,775
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$0
Noncash contributions received2019-12-31$701,520
Net income (gross income less expenses)2019-12-31$-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 interests2019-12-31$152,635
Total contributions received or receivable from employer(s)2019-12-31$6,999
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
2018 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,399
Total plan liabilities at beginning of year2018-12-31$1,399
Total income from all sources2018-12-31$-296,538
Expenses. Total of all expenses incurred2018-12-31$9,082
Benefits paid (including direct rollovers)2018-12-31$8,832
Total plan assets at end of year2018-12-31$4,229,152
Total plan assets at beginning of year2018-12-31$4,534,772
Value of fidelity bond covering the plan2018-12-31$453,337
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-296,538
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 interests2018-12-31$149,182
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
2017 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$1,399
Total plan liabilities at beginning of year2017-12-31$1,399
Total income from all sources2017-12-31$529,986
Expenses. Total of all expenses incurred2017-12-31$94,138
Benefits paid (including direct rollovers)2017-12-31$77,369
Total plan assets at end of year2017-12-31$4,534,772
Total plan assets at beginning of year2017-12-31$4,098,924
Value of fidelity bond covering the plan2017-12-31$409,752
Total contributions received or receivable from participants2017-12-31$38,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$478,517
Noncash contributions received2017-12-31$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 interests2017-12-31$158,147
Total contributions received or receivable from employer(s)2017-12-31$13,469
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 securities2017-12-31$0
2016 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,399
Total plan liabilities at beginning of year2016-12-31$1,324
Total income from all sources2016-12-31$438,317
Expenses. Total of all expenses incurred2016-12-31$266,510
Benefits paid (including direct rollovers)2016-12-31$252,524
Total plan assets at end of year2016-12-31$4,098,924
Total plan assets at beginning of year2016-12-31$3,927,042
Value of fidelity bond covering the plan2016-12-31$409,778
Total contributions received or receivable from participants2016-12-31$85,090
Other income received2016-12-31$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 interests2016-12-31$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
Total plan liabilities at end of year2015-12-31$1,324
Total income from all sources2015-12-31$65,638
Expenses. Total of all expenses incurred2015-12-31$15,379
Benefits paid (including direct rollovers)2015-12-31$1,174
Total plan assets at end of year2015-12-31$3,927,042
Total plan assets at beginning of year2015-12-31$3,875,459
Value of fidelity bond covering the plan2015-12-31$387,546
Total contributions received or receivable from participants2015-12-31$100,268
Other income received2015-12-31$-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 interests2015-12-31$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
Total income from all sources2014-12-31$419,182
Expenses. Total of all expenses incurred2014-12-31$366,268
Benefits paid (including direct rollovers)2014-12-31$352,590
Total plan assets at end of year2014-12-31$3,875,459
Total plan assets at beginning of year2014-12-31$3,822,545
Value of fidelity bond covering the plan2014-12-31$382,255
Total contributions received or receivable from participants2014-12-31$120,140
Other income received2014-12-31$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 interests2014-12-31$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
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$463,670
Expenses. Total of all expenses incurred2013-12-31$80,958
Benefits paid (including direct rollovers)2013-12-31$68,714
Total plan assets at end of year2013-12-31$3,822,545
Total plan assets at beginning of year2013-12-31$3,439,833
Value of fidelity bond covering the plan2013-12-31$343,983
Total contributions received or receivable from participants2013-12-31$169,093
Other income received2013-12-31$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 interests2013-12-31$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
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$13,378
Total income from all sources2012-12-31$481,906
Expenses. Total of all expenses incurred2012-12-31$41,178
Benefits paid (including direct rollovers)2012-12-31$28,395
Total plan assets at end of year2012-12-31$3,439,833
Total plan assets at beginning of year2012-12-31$3,012,483
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$162,523
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$310,993
Noncash contributions received2012-12-31$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 interests2012-12-31$100,000
Total contributions received or receivable from employer(s)2012-12-31$8,390
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$13,378
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$198,563
Expenses. Total of all expenses incurred2011-12-31$37,002
Benefits paid (including direct rollovers)2011-12-31$25,000
Total plan assets at end of year2011-12-31$3,012,483
Total plan assets at beginning of year2011-12-31$2,837,544
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$174,190
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-56,042
Noncash contributions received2011-12-31$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 interests2011-12-31$248,000
Total contributions received or receivable from employer(s)2011-12-31$80,415
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$563,689
Expenses. Total of all expenses incurred2010-12-31$88,905
Benefits paid (including direct rollovers)2010-12-31$77,388
Total plan assets at end of year2010-12-31$2,837,544
Total plan assets at beginning of year2010-12-31$2,362,760
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$141,262
Contributions received from other sources (not participants or employers)2010-12-31$89,896
Other income received2010-12-31$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 interests2010-12-31$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

Form 5500 Responses for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

2023: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) 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
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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