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CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

CARDIOVASCULAR MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDMUND COYNE EDMUND COYNE2018-10-15
0012016-01-01
0012015-01-01
0012014-01-01EDMUND COYNE
0012013-01-01EDMUND COYNE EDMUND COYNE2014-10-15
0012012-01-01EDMUND COYNE
0012011-01-01EDMUND COYNE
0012010-01-01EDMUND COYNE
0012009-01-01EDMUND COYNE

Plan Statistics for CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01281
Total number of active participants reported on line 7a of the Form 55002023-01-01236
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01294
Number of participants with account balances2023-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01272
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01281
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01272
Number of participants with account balances2021-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01243
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01254
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01243
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01240
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01229
Number of participants with account balances2016-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01226
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01215
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01219
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01216
Number of participants with account balances2014-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01220
Total number of active participants reported on line 7a of the Form 55002013-01-01164
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01206
Number of participants with account balances2013-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01210
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01208
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01194
Number of participants with account balances2011-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01210
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01214
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01201
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,853,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$56,346,144
Value of total assets at beginning of year2023-12-31$59,078,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$82,465
Total interest from all sources2023-12-31$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 year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,584,196
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,254,202
Participant contributions at end of year2023-12-31$108,907
Participant contributions at beginning of year2023-12-31$132,602
Participant contributions at end of year2023-12-31$55,225
Participant contributions at beginning of year2023-12-31$54,891
Assets. Other investments not covered elsewhere at end of year2023-12-31$8,561,074
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$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 elsewhere2023-12-31$1,037,404
Administrative expenses (other) incurred2023-12-31$82,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$43,192,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$42,979,822
Interest on participant loans2023-12-31$6,735
Value of interest in common/collective trusts at end of year2023-12-31$2,968,654
Value of interest in common/collective trusts at beginning of year2023-12-31$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 trusts2023-12-31$150,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,802,490
Employer contributions (assets) at end of year2023-12-31$1,460,075
Employer contributions (assets) at beginning of year2023-12-31$1,375,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,758,072
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31OFWF LLP
Accountancy firm EIN2023-12-31470387937
2022 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,156,797
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,473,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$59,078,402
Value of total assets at beginning of year2022-12-31$57,395,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,498
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,557,625
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,158,193
Participant contributions at end of year2022-12-31$132,602
Participant contributions at beginning of year2022-12-31$111,989
Participant contributions at end of year2022-12-31$54,891
Participant contributions at beginning of year2022-12-31$33,232
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,489,455
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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$1,132
Other income not declared elsewhere2022-12-31$-1,303,551
Administrative expenses (other) incurred2022-12-31$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 appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,979,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,450,352
Interest on participant loans2022-12-31$6,199
Value of interest in common/collective trusts at end of year2022-12-31$7,045,852
Value of interest in common/collective trusts at beginning of year2022-12-31$2,826,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,867,621
Net investment gain or loss from common/collective trusts2022-12-31$58,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,676,969
Employer contributions (assets) at end of year2022-12-31$1,375,780
Employer contributions (assets) at beginning of year2022-12-31$1,243,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,400,107
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31OFWF LLP
Accountancy firm EIN2022-12-31470387937
2021 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$929,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$57,395,342
Value of total assets at beginning of year2021-12-31$48,200,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,868
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,929,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,130,098
Participant contributions at end of year2021-12-31$111,989
Participant contributions at beginning of year2021-12-31$90,143
Participant contributions at end of year2021-12-31$33,232
Participant contributions at beginning of year2021-12-31$32,497
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,729,903
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 elsewhere2021-12-31$1,370,958
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,450,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,808,248
Interest on participant loans2021-12-31$4,198
Value of interest in common/collective trusts at end of year2021-12-31$2,826,547
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$41,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,527,110
Employer contributions (assets) at end of year2021-12-31$1,243,319
Employer contributions (assets) at beginning of year2021-12-31$1,195,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$859,815
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31OFWF LLP
Accountancy firm EIN2021-12-31470387937
2020 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,829,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$48,200,315
Value of total assets at beginning of year2020-12-31$44,627,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,677
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,459,910
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,016,380
Participant contributions at end of year2020-12-31$90,143
Participant contributions at beginning of year2020-12-31$103,405
Participant contributions at end of year2020-12-31$32,497
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,303,552
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,361,661
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$322,135
Other income not declared elsewhere2020-12-31$942,283
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,808,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,974,727
Interest on participant loans2020-12-31$4,699
Value of interest in common/collective trusts at end of year2020-12-31$2,770,764
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$97,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,452,361
Employer contributions (assets) at end of year2020-12-31$1,195,111
Employer contributions (assets) at beginning of year2020-12-31$1,150,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,766,514
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31OFWF LLP
Accountancy firm EIN2020-12-31470387937
2019 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,607,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$44,627,997
Value of total assets at beginning of year2019-12-31$37,688,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,877
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,197,545
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$983,584
Participant contributions at end of year2019-12-31$103,405
Participant contributions at beginning of year2019-12-31$104,962
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,361,661
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,801,391
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,552
Other income not declared elsewhere2019-12-31$1,389,077
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,974,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,963,603
Interest on participant loans2019-12-31$6,063
Value of interest in common/collective trusts at end of year2019-12-31$2,037,445
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$49,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,397,891
Employer contributions (assets) at end of year2019-12-31$1,150,759
Employer contributions (assets) at beginning of year2019-12-31$1,099,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OFWF, LLP
Accountancy firm EIN2019-12-31470387937
2018 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,741,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$37,688,196
Value of total assets at beginning of year2018-12-31$39,323,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,997
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,801,888
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$958,483
Participant contributions at end of year2018-12-31$104,962
Participant contributions at beginning of year2018-12-31$99,270
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,801,391
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,115,672
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,098
Other income not declared elsewhere2018-12-31$-468,543
Administrative expenses (other) incurred2018-12-31$66,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,963,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,459,625
Interest on participant loans2018-12-31$4,799
Value of interest in common/collective trusts at end of year2018-12-31$1,719,050
Value of interest in common/collective trusts at beginning of year2018-12-31$1,807,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,557,406
Net investment gain or loss from common/collective trusts2018-12-31$38,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,322,049
Employer contributions (assets) at end of year2018-12-31$1,099,190
Employer contributions (assets) at beginning of year2018-12-31$840,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,674,799
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31OFWF, LLP
Accountancy firm EIN2018-12-31470387937
2017 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,181,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$39,323,078
Value of total assets at beginning of year2017-12-31$36,742,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,589
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,306,486
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$892,743
Participant contributions at end of year2017-12-31$99,270
Participant contributions at beginning of year2017-12-31$118,800
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$5,500
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,115,672
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,459,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,651,923
Interest on participant loans2017-12-31$4,545
Value of interest in common/collective trusts at end of year2017-12-31$1,807,953
Value of interest in common/collective trusts at beginning of year2017-12-31$1,705,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$845,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$19,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,183,507
Employer contributions (assets) at end of year2017-12-31$840,558
Employer contributions (assets) at beginning of year2017-12-31$795,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,121,071
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$618,524
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$581,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$36,742,105
Value of total assets at beginning of year2016-12-31$32,644,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,793
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,173,026
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$888,359
Participant contributions at end of year2016-12-31$118,800
Participant contributions at beginning of year2016-12-31$106,055
Participant contributions at end of year2016-12-31$5,500
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,651,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,881,328
Interest on participant loans2016-12-31$4,818
Value of interest in common/collective trusts at end of year2016-12-31$1,705,518
Value of interest in common/collective trusts at beginning of year2016-12-31$2,484,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$845,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$818,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,142,318
Employer contributions (assets) at end of year2016-12-31$795,851
Employer contributions (assets) at beginning of year2016-12-31$837,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$575,761
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$618,524
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$513,395
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$338,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$32,644,058
Value of total assets at beginning of year2015-12-31$31,185,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,048
Total interest from all sources2015-12-31$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 year2015-12-31No
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 year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$863,450
Participant contributions at end of year2015-12-31$106,055
Participant contributions at beginning of year2015-12-31$69,624
Participant contributions at end of year2015-12-31$2,000
Participant contributions at beginning of year2015-12-31$5,266
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$-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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,881,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,491,117
Interest on participant loans2015-12-31$3,606
Value of interest in common/collective trusts at end of year2015-12-31$2,484,990
Value of interest in common/collective trusts at beginning of year2015-12-31$1,367,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$818,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$817,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$817,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,772,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,188,367
Employer contributions (assets) at end of year2015-12-31$837,703
Employer contributions (assets) at beginning of year2015-12-31$837,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$314,917
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$513,395
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$620,475
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,599,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$31,185,227
Value of total assets at beginning of year2014-12-31$29,959,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,260
Total interest from all sources2014-12-31$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 year2014-12-31No
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 year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$267,660
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$834,711
Participant contributions at end of year2014-12-31$69,624
Participant contributions at beginning of year2014-12-31$77,676
Participant contributions at end of year2014-12-31$5,266
Participant contributions at beginning of year2014-12-31$37,024
Assets. Other investments not covered elsewhere at end of year2014-12-31$-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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$31,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,491,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,772,200
Interest on participant loans2014-12-31$2,995
Value of interest in common/collective trusts at end of year2014-12-31$1,367,247
Value of interest in common/collective trusts at beginning of year2014-12-31$1,341,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$817,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$910,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,180,380
Employer contributions (assets) at end of year2014-12-31$837,755
Employer contributions (assets) at beginning of year2014-12-31$862,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,567,873
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$620,475
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$691,544
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,891,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$29,959,908
Value of total assets at beginning of year2013-12-31$25,584,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,351
Total interest from all sources2013-12-31$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 year2013-12-31No
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 year2013-12-31$267,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$831,096
Participant contributions at end of year2013-12-31$77,676
Participant contributions at beginning of year2013-12-31$37,674
Participant contributions at end of year2013-12-31$37,024
Participant contributions at beginning of year2013-12-31$5,500
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$46,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,772,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,583,799
Interest on participant loans2013-12-31$2,336
Value of interest in common/collective trusts at end of year2013-12-31$1,341,022
Value of interest in common/collective trusts at beginning of year2013-12-31$2,050,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$910,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$770,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,164,814
Employer contributions (assets) at end of year2013-12-31$862,637
Employer contributions (assets) at beginning of year2013-12-31$766,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,845,222
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$691,544
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$417,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
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 incurred2012-12-31$538,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$25,584,689
Value of total assets at beginning of year2012-12-31$21,491,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,130
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$531,261
Administrative expenses professional fees incurred2012-12-31$46,130
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$778,992
Participant contributions at end of year2012-12-31$37,674
Participant contributions at beginning of year2012-12-31$40,647
Participant contributions at end of year2012-12-31$5,500
Participant contributions at beginning of year2012-12-31$14,458
Assets. Other investments not covered elsewhere at end of year2012-12-31$-46,410
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,583,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,011,649
Interest on participant loans2012-12-31$1,789
Interest earned on other investments2012-12-31$12,580
Value of interest in common/collective trusts at end of year2012-12-31$2,050,203
Value of interest in common/collective trusts at beginning of year2012-12-31$1,433,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$770,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,996,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,105,828
Employer contributions (assets) at end of year2012-12-31$766,287
Employer contributions (assets) at beginning of year2012-12-31$760,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$491,900
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$417,248
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$232,696
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,042,615
Total unrealized appreciation/depreciation of assets2011-12-31$-1,042,615
Total income from all sources (including contributions)2011-12-31$1,281,915
Total of all expenses incurred2011-12-31$1,664,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$21,491,841
Value of total assets at beginning of year2011-12-31$21,874,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,069
Total interest from all sources2011-12-31$472,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$23,069
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$44,200
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$720,674
Participant contributions at end of year2011-12-31$40,647
Participant contributions at beginning of year2011-12-31$50,409
Participant contributions at end of year2011-12-31$14,458
Participant contributions at beginning of year2011-12-31$2,750
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,340
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$17,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,678
Other income not declared elsewhere2011-12-31$55,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$101,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,011,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,867,717
Interest on participant loans2011-12-31$1,983
Value of interest in common/collective trusts at end of year2011-12-31$1,433,164
Value of interest in common/collective trusts at beginning of year2011-12-31$703,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,996,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,014,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,071,886
Employer contributions (assets) at end of year2011-12-31$760,015
Employer contributions (assets) at beginning of year2011-12-31$834,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,641,655
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$232,696
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$239,114
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,701,497
Total unrealized appreciation/depreciation of assets2010-12-31$1,701,497
Total income from all sources (including contributions)2010-12-31$4,020,183
Total of all expenses incurred2010-12-31$334,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$21,874,650
Value of total assets at beginning of year2010-12-31$18,188,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,753
Total interest from all sources2010-12-31$480,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$19,753
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$44,200
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$725,166
Participant contributions at end of year2010-12-31$50,409
Participant contributions at beginning of year2010-12-31$60,497
Participant contributions at end of year2010-12-31$2,750
Participant contributions at beginning of year2010-12-31$7,333
Assets. Other investments not covered elsewhere at end of year2010-12-31$17,014
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$101,327
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,867,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,566,068
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$2,558
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$703,442
Value of interest in common/collective trusts at beginning of year2010-12-31$860,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,014,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$473,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,112,732
Employer contributions (assets) at end of year2010-12-31$834,490
Employer contributions (assets) at beginning of year2010-12-31$818,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$314,497
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$239,114
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$356,313
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
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 securities2009-12-31$0

Form 5500 Responses for CARDIOVASCULAR MEDICINE, P.C. 401(K) PROFIT SHARING PLAN

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

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