401k Plan data: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN plan

CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN
Plan identification number	005

CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 ASSOCIATES OF HARLINGEN has sponsored the creation of one or more 401k plans.

Company Name: CARDIOVASCULAR ASSOCIATES OF HARLINGEN

Employer identification number (EIN): 741769172

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2014-01-01 SUZANNE THOMPSON
005 2013-01-01 SUZANNE THOMPSON
005 2012-01-01 RUBEN M. LOPEZ 2013-10-14
005 2011-01-01 RUBEN M. LOPEZ, MD 2012-10-03
005 2010-01-01 RUBEN M. LOPEZ, MD 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2014-01-01	SUZANNE THOMPSON
005	2013-01-01	SUZANNE THOMPSON
005	2012-01-01	RUBEN M. LOPEZ	2013-10-14
005	2011-01-01	RUBEN M. LOPEZ, MD	2012-10-03
005	2010-01-01	RUBEN M. LOPEZ, MD	2011-10-14

Plan Statistics for CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2017 : CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$-287,891
Expenses. Total of all expenses incurred	2017-12-31	$419,991
Benefits paid (including direct rollovers)	2017-12-31	$419,795
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$707,882
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$196
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-287,891
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-707,882
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$707,882
Assets. Value of employer securities	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$346,962
Expenses. Total of all expenses incurred	2016-12-31	$44,325
Benefits paid (including direct rollovers)	2016-12-31	$36,590
Total plan assets at end of year	2016-12-31	$707,882
Total plan assets at beginning of year	2016-12-31	$405,245
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$7,735
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$346,962
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$302,637
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$707,882
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$405,245
Assets. Value of employer securities	2016-12-31	$655,521
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$41,602
Expenses. Total of all expenses incurred	2015-12-31	$52,814
Benefits paid (including direct rollovers)	2015-12-31	$52,513
Total plan assets at end of year	2015-12-31	$405,245
Total plan assets at beginning of year	2015-12-31	$416,457
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$301
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$665
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-11,212
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$405,245
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$416,457
Assets. Value of employer securities	2015-12-31	$303,905
Total contributions received or receivable from employer(s)	2015-12-31	$40,937
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$82,014
Expenses. Total of all expenses incurred	2014-12-31	$40,205
Benefits paid (including direct rollovers)	2014-12-31	$40,000
Total plan assets at end of year	2014-12-31	$416,457
Total plan assets at beginning of year	2014-12-31	$374,648
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$205
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$2,279
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$41,809
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$416,457
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$374,648
Assets. Value of employer securities	2014-12-31	$360,000
Total contributions received or receivable from employer(s)	2014-12-31	$79,735
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$448
Expenses. Total of all expenses incurred	2013-12-31	$80
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$374,648
Total plan assets at beginning of year	2013-12-31	$374,280
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$80
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$448
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$368
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$374,648
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$374,280
Assets. Value of employer securities	2013-12-31	$360,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN

2017: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARDIOVASCULAR ASSOCIATES OF HARLINGEN DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARDIOVASCULAR ASSOCIATES OF HARLINGEN
Employer identification number (EIN):	741769172
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)