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CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST
Plan identification number 001

CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CARDIOLOGY ASSOCIATES OF MORRISTOWN LLC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY ASSOCIATES OF MORRISTOWN LLC
Employer identification number (EIN):550832526
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOLOGY ASSOCIATES OF MORRISTOWN LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600170338

More information about CARDIOLOGY ASSOCIATES OF MORRISTOWN LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST

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
0012017-01-01MARK BLUM
0012016-01-01MARK BLUM
0012015-01-01MARK BLUM
0012014-01-01MARK BLUM
0012013-01-01JANICE FLORIO
0012012-01-01MARK BLUM
0012011-01-01MARK BLUM
0012010-01-01MARK BLUM
0012009-01-01JANICE FLORIO

Plan Statistics for CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST

Measure Date Value
2023: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0124
Total participants2023-01-0124
Number of participants with account balances2023-01-0124
2022: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0125
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0124
Total participants2022-01-0124
Number of participants with account balances2022-01-0122
2021: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0125
Total participants2021-01-0125
Number of participants with account balances2021-01-0120
2020: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0122
Total participants2020-01-0122
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0124
Total participants2019-01-0124
Number of participants with account balances2019-01-0122
2018: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0121
Total participants2018-01-0121
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0118
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
2016: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0116
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0114
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0113
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST

Measure Date Value
2023 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,092,908
Expenses. Total of all expenses incurred2023-12-31$30,866
Benefits paid (including direct rollovers)2023-12-31$30,816
Total plan assets at end of year2023-12-31$9,607,097
Total plan assets at beginning of year2023-12-31$7,545,055
Value of fidelity bond covering the plan2023-12-31$400,000
Total contributions received or receivable from participants2023-12-31$191,837
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,634,762
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,062,042
Net plan assets at end of year (total assets less liabilities)2023-12-31$9,607,097
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,545,055
Assets. Value of participant loans2023-12-31$21,300
Total contributions received or receivable from employer(s)2023-12-31$266,309
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$50
2022 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,079,734
Expenses. Total of all expenses incurred2022-12-31$10,705
Benefits paid (including direct rollovers)2022-12-31$10,530
Total plan assets at end of year2022-12-31$7,545,055
Total plan assets at beginning of year2022-12-31$8,635,494
Value of fidelity bond covering the plan2022-12-31$400,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$169,848
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,470,963
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,090,439
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,545,055
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,635,494
Assets. Value of participant loans2022-12-31$35,885
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$221,381
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$175
2021 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,787,548
Expenses. Total of all expenses incurred2021-12-31$60,296
Benefits paid (including direct rollovers)2021-12-31$59,921
Total plan assets at end of year2021-12-31$8,635,494
Total plan assets at beginning of year2021-12-31$6,908,242
Value of fidelity bond covering the plan2021-12-31$400,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$155,542
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,400,121
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,727,252
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,635,494
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,908,242
Assets. Value of participant loans2021-12-31$43,131
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$231,885
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$375
2020 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,343,323
Expenses. Total of all expenses incurred2020-12-31$80,809
Benefits paid (including direct rollovers)2020-12-31$77,284
Total plan assets at end of year2020-12-31$6,908,242
Total plan assets at beginning of year2020-12-31$5,645,728
Value of fidelity bond covering the plan2020-12-31$400,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$159,316
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$28,715
Other income received2020-12-31$937,108
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,262,514
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,908,242
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,645,728
Assets. Value of participant loans2020-12-31$25,520
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$218,184
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,525
2019 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,450,786
Expenses. Total of all expenses incurred2019-12-31$29,864
Benefits paid (including direct rollovers)2019-12-31$28,914
Total plan assets at end of year2019-12-31$5,645,728
Total plan assets at beginning of year2019-12-31$4,224,806
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$137,635
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$18,502
Other income received2019-12-31$1,118,242
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,420,922
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,645,728
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,224,806
Assets. Value of participant loans2019-12-31$30,362
Total contributions received or receivable from employer(s)2019-12-31$176,407
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$950
2018 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$46,004
Expenses. Total of all expenses incurred2018-12-31$87,554
Benefits paid (including direct rollovers)2018-12-31$87,529
Total plan assets at end of year2018-12-31$4,224,806
Total plan assets at beginning of year2018-12-31$4,266,356
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$135,527
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-273,032
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-41,550
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,224,806
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,266,356
Assets. Value of participant loans2018-12-31$28,876
Total contributions received or receivable from employer(s)2018-12-31$183,509
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$950,266
Expenses. Total of all expenses incurred2017-12-31$77,001
Benefits paid (including direct rollovers)2017-12-31$77,001
Total plan assets at end of year2017-12-31$4,266,356
Total plan assets at beginning of year2017-12-31$3,393,091
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$127,245
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$653,624
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$873,265
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,266,356
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,393,091
Assets. Value of participant loans2017-12-31$22,855
Total contributions received or receivable from employer(s)2017-12-31$169,397
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$538,603
Expenses. Total of all expenses incurred2016-12-31$1,715
Benefits paid (including direct rollovers)2016-12-31$1,165
Total plan assets at end of year2016-12-31$3,393,091
Total plan assets at beginning of year2016-12-31$2,856,203
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$120,320
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$266,582
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$536,888
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,393,091
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,856,203
Assets. Value of participant loans2016-12-31$46,110
Total contributions received or receivable from employer(s)2016-12-31$151,701
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$550
2015 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$226,084
Expenses. Total of all expenses incurred2015-12-31$32,530
Benefits paid (including direct rollovers)2015-12-31$32,530
Total plan assets at end of year2015-12-31$2,856,203
Total plan assets at beginning of year2015-12-31$2,662,649
Value of fidelity bond covering the plan2015-12-31$266,265
Total contributions received or receivable from participants2015-12-31$104,203
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,516
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$193,554
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,856,203
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,662,649
Assets. Value of participant loans2015-12-31$93
Total contributions received or receivable from employer(s)2015-12-31$135,397
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$348,679
Expenses. Total of all expenses incurred2014-12-31$21,071
Benefits paid (including direct rollovers)2014-12-31$21,071
Total plan assets at end of year2014-12-31$2,662,649
Total plan assets at beginning of year2014-12-31$2,335,041
Value of fidelity bond covering the plan2014-12-31$266,265
Total contributions received or receivable from participants2014-12-31$83,593
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$157,081
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$327,608
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,662,649
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,335,041
Assets. Value of participant loans2014-12-31$10,850
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$108,005
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$615,973
Expenses. Total of all expenses incurred2013-12-31$26,853
Benefits paid (including direct rollovers)2013-12-31$26,478
Total plan assets at end of year2013-12-31$2,335,041
Total plan assets at beginning of year2013-12-31$1,745,921
Value of fidelity bond covering the plan2013-12-31$175,000
Total contributions received or receivable from participants2013-12-31$81,577
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$410,795
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$589,120
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,335,041
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,745,921
Assets. Value of participant loans2013-12-31$17,830
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$123,601
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$375
2012 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$420,313
Expenses. Total of all expenses incurred2012-12-31$11,912
Benefits paid (including direct rollovers)2012-12-31$10,422
Total plan assets at end of year2012-12-31$1,745,921
Total plan assets at beginning of year2012-12-31$1,337,520
Value of fidelity bond covering the plan2012-12-31$130,000
Total contributions received or receivable from participants2012-12-31$78,585
Other income received2012-12-31$211,840
Net income (gross income less expenses)2012-12-31$408,401
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,745,921
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,337,520
Assets. Value of participant loans2012-12-31$18,596
Total contributions received or receivable from employer(s)2012-12-31$129,888
Value of corrective distributions2012-12-31$970
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$172,843
Expenses. Total of all expenses incurred2011-12-31$58,031
Benefits paid (including direct rollovers)2011-12-31$57,106
Total plan assets at end of year2011-12-31$1,337,520
Total plan assets at beginning of year2011-12-31$1,222,708
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$79,693
Contributions received from other sources (not participants or employers)2011-12-31$8,173
Other income received2011-12-31$-34,453
Net income (gross income less expenses)2011-12-31$114,812
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,337,520
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,222,708
Assets. Value of participant loans2011-12-31$15,497
Total contributions received or receivable from employer(s)2011-12-31$119,430
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$342,858
Expenses. Total of all expenses incurred2010-12-31$6,321
Benefits paid (including direct rollovers)2010-12-31$906
Total plan assets at end of year2010-12-31$1,222,708
Total plan assets at beginning of year2010-12-31$886,171
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$78,331
Other income received2010-12-31$145,459
Net income (gross income less expenses)2010-12-31$336,537
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,222,708
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$886,171
Assets. Value of participant loans2010-12-31$9,493
Total contributions received or receivable from employer(s)2010-12-31$119,068
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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 CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST

2023: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOLOGY ASSOCIATES OF MORRISTOWN, LLC RETIREMENT PLAN & TRUST 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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