Plan Name | CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CARDIOVASCULAR MEDICINE, PLLC |
Employer identification number (EIN): | 421085919 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about CARDIOVASCULAR MEDICINE, PLLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1977-06-24 |
Company Identification Number: | 439309 |
Legal Registered Office Address: |
80 PINE ST. New York NEW YORK United States of America (USA) 10005 |
More information about CARDIOVASCULAR MEDICINE, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | EDMUND COYNE | EDMUND COYNE | 2018-10-15 | |
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | EDMUND COYNE | |||
001 | 2013-01-01 | EDMUND COYNE | EDMUND COYNE | 2014-10-15 | |
001 | 2012-01-01 | EDMUND COYNE | |||
001 | 2011-01-01 | EDMUND COYNE | |||
001 | 2010-01-01 | EDMUND COYNE | |||
001 | 2009-01-01 | EDMUND COYNE |
Measure | Date | Value |
---|---|---|
2023: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 236 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 56 |
Total of all active and inactive participants | 2023-01-01 | 293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 294 |
Number of participants with account balances | 2023-01-01 | 290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 8 |
2022: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 49 |
Total of all active and inactive participants | 2022-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 281 |
Number of participants with account balances | 2022-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 56 |
Total of all active and inactive participants | 2021-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 272 |
Number of participants with account balances | 2021-01-01 | 270 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 9 |
2020: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 206 |
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 | 47 |
Total of all active and inactive participants | 2020-01-01 | 253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 254 |
Number of participants with account balances | 2020-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 203 |
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 | 39 |
Total of all active and inactive participants | 2019-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 243 |
Number of participants with account balances | 2019-01-01 | 241 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 36 |
Total of all active and inactive participants | 2018-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 240 |
Number of participants with account balances | 2018-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 189 |
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 | 38 |
Total of all active and inactive participants | 2017-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 227 |
Number of participants with account balances | 2017-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 57 |
Total of all active and inactive participants | 2016-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 229 |
Number of participants with account balances | 2016-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 49 |
Total of all active and inactive participants | 2015-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 215 |
Number of participants with account balances | 2015-01-01 | 214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 16 |
2014: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 39 |
Total of all active and inactive participants | 2014-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 216 |
Number of participants with account balances | 2014-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 14 |
2013: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 38 |
Total of all active and inactive participants | 2013-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 206 |
Number of participants with account balances | 2013-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 43 |
Total of all active and inactive participants | 2012-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 210 |
Number of participants with account balances | 2012-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 19 |
2011: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 30 |
Total of all active and inactive participants | 2011-01-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 194 |
Number of participants with account balances | 2011-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 9 |
2010: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 38 |
Total of all active and inactive participants | 2010-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 204 |
Number of participants with account balances | 2010-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 20 |
2009: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 34 |
Total of all active and inactive participants | 2009-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 201 |
Number of participants with account balances | 2009-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2023 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $11,121,201 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $13,853,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $13,770,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,132,407 |
Value of total assets at end of year | 2023-12-31 | $56,346,144 |
Value of total assets at beginning of year | 2023-12-31 | $59,078,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $82,465 |
Total interest from all sources | 2023-12-31 | $6,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,584,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,584,196 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,254,202 |
Participant contributions at end of year | 2023-12-31 | $108,907 |
Participant contributions at beginning of year | 2023-12-31 | $132,602 |
Participant contributions at end of year | 2023-12-31 | $55,225 |
Participant contributions at beginning of year | 2023-12-31 | $54,891 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $8,561,074 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $7,489,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $75,715 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $12,922 |
Other income not declared elsewhere | 2023-12-31 | $1,037,404 |
Administrative expenses (other) incurred | 2023-12-31 | $82,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $-2,732,258 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $56,346,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $59,078,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $43,192,209 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $42,979,822 |
Interest on participant loans | 2023-12-31 | $6,735 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $2,968,654 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $7,045,852 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $5,210,066 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $150,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,802,490 |
Employer contributions (assets) at end of year | 2023-12-31 | $1,460,075 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $1,375,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $13,758,072 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | OFWF LLP |
Accountancy firm EIN | 2023-12-31 | 470387937 |
2022 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $3,156,797 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,473,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,401,239 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,705,963 |
Value of total assets at end of year | 2022-12-31 | $59,078,402 |
Value of total assets at beginning of year | 2022-12-31 | $57,395,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,498 |
Total interest from all sources | 2022-12-31 | $6,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,557,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,557,625 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,158,193 |
Participant contributions at end of year | 2022-12-31 | $132,602 |
Participant contributions at beginning of year | 2022-12-31 | $111,989 |
Participant contributions at end of year | 2022-12-31 | $54,891 |
Participant contributions at beginning of year | 2022-12-31 | $33,232 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $7,489,455 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $8,729,903 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,870,801 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,132 |
Other income not declared elsewhere | 2022-12-31 | $-1,303,551 |
Administrative expenses (other) incurred | 2022-12-31 | $72,498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $1,683,060 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $59,078,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $57,395,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,979,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $44,450,352 |
Interest on participant loans | 2022-12-31 | $6,199 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $7,045,852 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,826,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,867,621 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $58,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,676,969 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,375,780 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,243,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,400,107 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | OFWF LLP |
Accountancy firm EIN | 2022-12-31 | 470387937 |
2021 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $10,124,027 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $929,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $860,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,730,067 |
Value of total assets at end of year | 2021-12-31 | $57,395,342 |
Value of total assets at beginning of year | 2021-12-31 | $48,200,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $68,868 |
Total interest from all sources | 2021-12-31 | $4,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,929,194 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,929,194 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,130,098 |
Participant contributions at end of year | 2021-12-31 | $111,989 |
Participant contributions at beginning of year | 2021-12-31 | $90,143 |
Participant contributions at end of year | 2021-12-31 | $33,232 |
Participant contributions at beginning of year | 2021-12-31 | $32,497 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $8,729,903 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $7,303,552 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $72,859 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $317 |
Other income not declared elsewhere | 2021-12-31 | $1,370,958 |
Administrative expenses (other) incurred | 2021-12-31 | $68,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,195,027 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $57,395,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $48,200,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $44,450,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $36,808,248 |
Interest on participant loans | 2021-12-31 | $4,198 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,826,547 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,770,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,048,039 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $41,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,527,110 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,243,319 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,195,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $859,815 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | OFWF LLP |
Accountancy firm EIN | 2021-12-31 | 470387937 |
2020 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,401,509 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,829,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,766,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,790,876 |
Value of total assets at end of year | 2020-12-31 | $48,200,315 |
Value of total assets at beginning of year | 2020-12-31 | $44,627,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $62,677 |
Total interest from all sources | 2020-12-31 | $4,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,459,910 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,459,910 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,016,380 |
Participant contributions at end of year | 2020-12-31 | $90,143 |
Participant contributions at beginning of year | 2020-12-31 | $103,405 |
Participant contributions at end of year | 2020-12-31 | $32,497 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $7,303,552 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $6,361,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $322,135 |
Other income not declared elsewhere | 2020-12-31 | $942,283 |
Administrative expenses (other) incurred | 2020-12-31 | $62,677 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,572,318 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $48,200,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $44,627,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $36,808,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $34,974,727 |
Interest on participant loans | 2020-12-31 | $4,699 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,770,764 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,037,445 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,106,511 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $97,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,452,361 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,195,111 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,150,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,766,514 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | OFWF LLP |
Accountancy firm EIN | 2020-12-31 | 470387937 |
2019 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $10,547,357 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,607,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,549,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,401,027 |
Value of total assets at end of year | 2019-12-31 | $44,627,997 |
Value of total assets at beginning of year | 2019-12-31 | $37,688,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $57,877 |
Total interest from all sources | 2019-12-31 | $6,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,197,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,197,545 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $983,584 |
Participant contributions at end of year | 2019-12-31 | $103,405 |
Participant contributions at beginning of year | 2019-12-31 | $104,962 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,361,661 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,801,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,552 |
Other income not declared elsewhere | 2019-12-31 | $1,389,077 |
Administrative expenses (other) incurred | 2019-12-31 | $57,877 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,939,801 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $44,627,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,688,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $34,974,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $29,963,603 |
Interest on participant loans | 2019-12-31 | $6,063 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,037,445 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,719,050 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,504,474 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $49,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,397,891 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,150,759 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,099,190 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,549,679 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | OFWF, LLP |
Accountancy firm EIN | 2019-12-31 | 470387937 |
2018 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $106,914 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,741,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,674,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,287,630 |
Value of total assets at end of year | 2018-12-31 | $37,688,196 |
Value of total assets at beginning of year | 2018-12-31 | $39,323,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $66,997 |
Total interest from all sources | 2018-12-31 | $4,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,801,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,801,888 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $958,483 |
Participant contributions at end of year | 2018-12-31 | $104,962 |
Participant contributions at beginning of year | 2018-12-31 | $99,270 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,801,391 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $5,115,672 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,098 |
Other income not declared elsewhere | 2018-12-31 | $-468,543 |
Administrative expenses (other) incurred | 2018-12-31 | $66,997 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,634,882 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,688,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $39,323,078 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $29,963,603 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $31,459,625 |
Interest on participant loans | 2018-12-31 | $4,799 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,719,050 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,807,953 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,557,406 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $38,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,322,049 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,099,190 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $840,558 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,674,799 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | OFWF, LLP |
Accountancy firm EIN | 2018-12-31 | 470387937 |
2017 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,762,633 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,181,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,121,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,076,250 |
Value of total assets at end of year | 2017-12-31 | $39,323,078 |
Value of total assets at beginning of year | 2017-12-31 | $36,742,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,589 |
Total interest from all sources | 2017-12-31 | $4,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,306,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,306,486 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $892,743 |
Participant contributions at end of year | 2017-12-31 | $99,270 |
Participant contributions at beginning of year | 2017-12-31 | $118,800 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $5,500 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $5,115,672 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $60,589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,580,973 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $39,323,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $36,742,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $31,459,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $32,651,923 |
Interest on participant loans | 2017-12-31 | $4,545 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,807,953 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,705,518 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $845,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $845,989 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,355,503 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $19,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,183,507 |
Employer contributions (assets) at end of year | 2017-12-31 | $840,558 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $795,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,121,071 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $618,524 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,679,601 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $581,554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $575,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,030,957 |
Value of total assets at end of year | 2016-12-31 | $36,742,105 |
Value of total assets at beginning of year | 2016-12-31 | $32,644,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,793 |
Total interest from all sources | 2016-12-31 | $4,818 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,173,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,173,026 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $888,359 |
Participant contributions at end of year | 2016-12-31 | $118,800 |
Participant contributions at beginning of year | 2016-12-31 | $106,055 |
Participant contributions at end of year | 2016-12-31 | $5,500 |
Participant contributions at beginning of year | 2016-12-31 | $2,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $280 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,098,047 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $36,742,105 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,644,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $5,793 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $32,651,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $27,881,328 |
Interest on participant loans | 2016-12-31 | $4,818 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,705,518 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,484,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $845,989 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $818,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $818,587 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,470,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,142,318 |
Employer contributions (assets) at end of year | 2016-12-31 | $795,851 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $837,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $575,761 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $618,524 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $513,395 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,797,796 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $338,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $314,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,089,063 |
Value of total assets at end of year | 2015-12-31 | $32,644,058 |
Value of total assets at beginning of year | 2015-12-31 | $31,185,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,048 |
Total interest from all sources | 2015-12-31 | $3,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,478,036 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,478,036 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $863,450 |
Participant contributions at end of year | 2015-12-31 | $106,055 |
Participant contributions at beginning of year | 2015-12-31 | $69,624 |
Participant contributions at end of year | 2015-12-31 | $2,000 |
Participant contributions at beginning of year | 2015-12-31 | $5,266 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $-24,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $37,246 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,458,831 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $32,644,058 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,185,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $24,048 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $27,881,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,491,117 |
Interest on participant loans | 2015-12-31 | $3,606 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,484,990 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,367,247 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $818,587 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $817,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $817,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,772,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,188,367 |
Employer contributions (assets) at end of year | 2015-12-31 | $837,703 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $837,755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $314,917 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $513,395 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $620,475 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,824,452 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,599,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,567,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,181,030 |
Value of total assets at end of year | 2014-12-31 | $31,185,227 |
Value of total assets at beginning of year | 2014-12-31 | $29,959,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $31,260 |
Total interest from all sources | 2014-12-31 | $2,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,432,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,432,193 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $267,660 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $834,711 |
Participant contributions at end of year | 2014-12-31 | $69,624 |
Participant contributions at beginning of year | 2014-12-31 | $77,676 |
Participant contributions at end of year | 2014-12-31 | $5,266 |
Participant contributions at beginning of year | 2014-12-31 | $37,024 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $-24,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $165,939 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,225,319 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,185,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,959,908 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $31,260 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,491,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,772,200 |
Interest on participant loans | 2014-12-31 | $2,995 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,367,247 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,341,022 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $817,760 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $910,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $910,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $208,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,180,380 |
Employer contributions (assets) at end of year | 2014-12-31 | $837,755 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $862,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,567,873 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $620,475 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $691,544 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY, LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,266,792 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,891,573 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,845,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,019,639 |
Value of total assets at end of year | 2013-12-31 | $29,959,908 |
Value of total assets at beginning of year | 2013-12-31 | $25,584,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $46,351 |
Total interest from all sources | 2013-12-31 | $2,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $791,035 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $791,035 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $267,660 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $831,096 |
Participant contributions at end of year | 2013-12-31 | $77,676 |
Participant contributions at beginning of year | 2013-12-31 | $37,674 |
Participant contributions at end of year | 2013-12-31 | $37,024 |
Participant contributions at beginning of year | 2013-12-31 | $5,500 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $-46,410 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $23,729 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,375,219 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,959,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,584,689 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $46,351 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,772,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,583,799 |
Interest on participant loans | 2013-12-31 | $2,336 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,341,022 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,050,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $910,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $770,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $770,388 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,453,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,164,814 |
Employer contributions (assets) at end of year | 2013-12-31 | $862,637 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $766,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,845,222 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $691,544 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $417,248 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MCGLADREY, LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $4,630,878 |
Total of all expenses incurred | 2012-12-31 | $538,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $491,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,017,400 |
Value of total assets at end of year | 2012-12-31 | $25,584,689 |
Value of total assets at beginning of year | 2012-12-31 | $21,491,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $46,130 |
Total interest from all sources | 2012-12-31 | $14,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $531,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $531,261 |
Administrative expenses professional fees incurred | 2012-12-31 | $46,130 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $778,992 |
Participant contributions at end of year | 2012-12-31 | $37,674 |
Participant contributions at beginning of year | 2012-12-31 | $40,647 |
Participant contributions at end of year | 2012-12-31 | $5,500 |
Participant contributions at beginning of year | 2012-12-31 | $14,458 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $-46,410 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $2,340 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $132,580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,092,848 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,584,689 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,491,841 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,583,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,011,649 |
Interest on participant loans | 2012-12-31 | $1,789 |
Interest earned on other investments | 2012-12-31 | $12,580 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,050,203 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,433,164 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $770,388 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,996,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,996,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,067,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,105,828 |
Employer contributions (assets) at end of year | 2012-12-31 | $766,287 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $760,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $491,900 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $417,248 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $232,696 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,042,615 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,042,615 |
Total income from all sources (including contributions) | 2011-12-31 | $1,281,915 |
Total of all expenses incurred | 2011-12-31 | $1,664,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,641,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,797,238 |
Value of total assets at end of year | 2011-12-31 | $21,491,841 |
Value of total assets at beginning of year | 2011-12-31 | $21,874,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $23,069 |
Total interest from all sources | 2011-12-31 | $472,292 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $23,069 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $44,200 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $720,674 |
Participant contributions at end of year | 2011-12-31 | $40,647 |
Participant contributions at beginning of year | 2011-12-31 | $50,409 |
Participant contributions at end of year | 2011-12-31 | $14,458 |
Participant contributions at beginning of year | 2011-12-31 | $2,750 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $2,340 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $17,014 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,678 |
Other income not declared elsewhere | 2011-12-31 | $55,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-382,809 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,491,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,874,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $101,327 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,011,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $18,867,717 |
Interest on participant loans | 2011-12-31 | $1,983 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,433,164 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $703,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,996,872 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,014,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,014,187 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $470,309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,071,886 |
Employer contributions (assets) at end of year | 2011-12-31 | $760,015 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $834,490 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,641,655 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $232,696 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $239,114 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,701,497 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,701,497 |
Total income from all sources (including contributions) | 2010-12-31 | $4,020,183 |
Total of all expenses incurred | 2010-12-31 | $334,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $314,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,837,898 |
Value of total assets at end of year | 2010-12-31 | $21,874,650 |
Value of total assets at beginning of year | 2010-12-31 | $18,188,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,753 |
Total interest from all sources | 2010-12-31 | $480,788 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $19,753 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $44,200 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $725,166 |
Participant contributions at end of year | 2010-12-31 | $50,409 |
Participant contributions at beginning of year | 2010-12-31 | $60,497 |
Participant contributions at end of year | 2010-12-31 | $2,750 |
Participant contributions at beginning of year | 2010-12-31 | $7,333 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $17,014 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $45,679 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,685,933 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,874,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,188,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $101,327 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $18,867,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $15,566,068 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $2,558 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $703,442 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $860,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,014,187 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $473,194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $473,194 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $478,230 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,112,732 |
Employer contributions (assets) at end of year | 2010-12-31 | $834,490 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $818,776 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $314,497 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $239,114 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $356,313 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |