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401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CARDIOVASCULAR SURGEONS, P.A. 401k Plan overview

Plan Name401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CARDIOVASCULAR SURGEONS, P.A.
Plan identification number 005

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CARDIOVASCULAR SURGEONS, P.A. 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.
  • 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 SURGEONS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR SURGEONS, P.A.
Employer identification number (EIN):591299776
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CARDIOVASCULAR SURGEONS, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-01-01
0052020-01-01
0052019-01-01STEVE DICKSON2020-07-09 STEVE DICKSON2020-07-09
0052018-01-01STEVEN DICKSON2019-05-13 STEVEN DICKSON2019-05-13
0052017-01-01STEVEN DICKSON2018-04-06 STEVEN DICKSON2018-04-06
0052016-01-01STEVEN DICKSON2017-02-10 STEVEN DICKSON2017-02-10
0052015-01-01STEVEN DICKSON2016-07-20 STEVEN DICKSON2016-07-20
0052014-01-01STEVEN DICKSON2015-04-14 STEVEN DICKSON2015-04-14
0052013-01-01STEVEN DICKSON2014-04-14 STEVEN DICKSON2014-04-14
0052012-01-01STEVEN DICKSON2013-02-19 STEVEN DICKSON2013-02-19
0052011-01-01STEVEN DICKSON2012-06-01 STEVEN DICKSON2012-06-01
0052010-01-01STEVEN DICKSON2011-07-26 STEVEN DICKSON2011-07-26

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