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CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameCONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN
Plan identification number 001

CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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
  • 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

CONSULTANTS IN CARDIO-THORACIC & VASCULAR SURGERY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CONSULTANTS IN CARDIO-THORACIC & VASCULAR SURGERY, P.A.
Employer identification number (EIN):752066028
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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
0012018-01-01CARLOS MACIAS CARLOS MACIAS2019-06-07
0012017-01-01CARLOS MACIAS CARLOS MACIAS2018-04-26
0012016-01-01CARLOS MACIAS, M.D.2017-03-09
0012015-01-01CARLOS MACIAS, M.D.2016-06-13
0012014-01-01CARLOS MACIAS, M.D.2015-04-01
0012013-01-01CARLOS MACIAS, M.D.2014-06-18
0012012-01-01CARLOS MACIAS, M.D.2013-06-27
0012011-01-01CARLOS MACIAS, M.D.2012-04-26
0012010-01-01CARLOS MACIAS, M.D.2011-03-23

Plan Statistics for CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN

Measure Date Value
2023: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN

Measure Date Value
2023 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total income from all sources2023-12-31$791,954
Expenses. Total of all expenses incurred2023-12-31$960,000
Benefits paid (including direct rollovers)2023-12-31$960,000
Total plan assets at end of year2023-12-31$4,837,982
Total plan assets at beginning of year2023-12-31$5,006,028
Value of fidelity bond covering the plan2023-12-31$257,448
Total contributions received or receivable from participants2023-12-31$0
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$641,239
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-168,046
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,837,982
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,006,028
Total contributions received or receivable from employer(s)2023-12-31$150,715
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$0
2022 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-720,130
Expenses. Total of all expenses incurred2022-12-31$519
Benefits paid (including direct rollovers)2022-12-31$519
Total plan assets at end of year2022-12-31$5,006,028
Total plan assets at beginning of year2022-12-31$5,726,677
Value of fidelity bond covering the plan2022-12-31$257,448
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-863,918
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-720,649
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,006,028
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,726,677
Total contributions received or receivable from employer(s)2022-12-31$143,788
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$0
2021 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total income from all sources2021-12-31$806,439
Expenses. Total of all expenses incurred2021-12-31$7,690
Benefits paid (including direct rollovers)2021-12-31$7,690
Total plan assets at end of year2021-12-31$5,726,677
Total plan assets at beginning of year2021-12-31$4,927,928
Value of fidelity bond covering the plan2021-12-31$257,448
Total contributions received or receivable from participants2021-12-31$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$669,675
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$798,749
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,726,677
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,927,928
Total contributions received or receivable from employer(s)2021-12-31$136,764
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$657,242
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,927,928
Total plan assets at beginning of year2020-12-31$4,270,686
Value of fidelity bond covering the plan2020-12-31$257,448
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$521,457
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$657,242
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,927,928
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,270,686
Total contributions received or receivable from employer(s)2020-12-31$135,785
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$0
2019 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$854,293
Expenses. Total of all expenses incurred2019-12-31$1,698
Benefits paid (including direct rollovers)2019-12-31$1,698
Total plan assets at end of year2019-12-31$4,270,686
Total plan assets at beginning of year2019-12-31$3,418,091
Value of fidelity bond covering the plan2019-12-31$257,448
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$721,510
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$852,595
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,270,686
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,418,091
Total contributions received or receivable from employer(s)2019-12-31$132,783
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$564
Expenses. Total of all expenses incurred2018-12-31$4,635
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,418,091
Total plan assets at beginning of year2018-12-31$3,422,162
Value of fidelity bond covering the plan2018-12-31$257,448
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-134,897
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-4,071
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,418,091
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,422,162
Total contributions received or receivable from employer(s)2018-12-31$135,461
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$4,635
2017 : CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$573,996
Expenses. Total of all expenses incurred2017-12-31$7,180
Benefits paid (including direct rollovers)2017-12-31$70
Total plan assets at end of year2017-12-31$3,422,162
Total plan assets at beginning of year2017-12-31$2,855,346
Value of fidelity bond covering the plan2017-12-31$257,448
Total contributions received or receivable from participants2017-12-31$0
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$448,225
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$566,816
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,422,162
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,855,346
Total contributions received or receivable from employer(s)2017-12-31$125,771
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$7,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. PROFIT SHARING PLAN

2023: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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: CONSULTANTS IN CARDIO-THORACIC AND VASCULAR SURGERY, P.A. 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

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