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CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameCARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN
Plan identification number 002

CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) 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.
  • 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.
  • 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 ASSOCIATES OF MARIN & SAN FRANCISCO has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO
Employer identification number (EIN):942157429
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 MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRIAN KEEFFE2023-10-11 DENISE BLACK2023-10-11
0022021-01-01BRIAN KEEFFE2022-10-17
0022020-01-01BRIAN KEEFFE2021-09-29
0022019-01-01
0022018-01-01
0022017-01-01MARK WEXMAN
0022016-01-01MARK WEXMAN
0022015-01-01MARK WEXMAN
0022014-01-01MARK WEXMAN
0022013-01-01MARK WEXMAN
0022012-01-01MARK WEXMAN
0022011-01-01MARK WEXMAN
0022009-01-01MARK WEXMAN

Plan Statistics for CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0138
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0139
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0138
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0142
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0137
Total participants2017-01-0137
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0141
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0142
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0146
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Number of participants with account balances2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0192
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0146
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0192
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01104
Total participants2011-01-01104
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01105
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01100
Number of participants with account balances2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-999,695
Expenses. Total of all expenses incurred2022-12-31$1,073,082
Benefits paid (including direct rollovers)2022-12-31$1,052,289
Total plan assets at end of year2022-12-31$15,839,055
Total plan assets at beginning of year2022-12-31$17,911,832
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$436,738
Assets. Value of loans (other than to participants)2022-12-31$68,016
Contributions received from other sources (not participants or employers)2022-12-31$32,384
Other income received2022-12-31$-2,131,751
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,072,777
Net plan assets at end of year (total assets less liabilities)2022-12-31$15,839,055
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,911,832
Assets. Value of participant loans2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$662,934
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$20,793
2021 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 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$1,991,602
Expenses. Total of all expenses incurred2021-12-31$5,053,964
Benefits paid (including direct rollovers)2021-12-31$4,967,738
Total plan assets at end of year2021-12-31$17,911,832
Total plan assets at beginning of year2021-12-31$20,974,194
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$415,100
Assets. Value of loans (other than to participants)2021-12-31$60,953
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$1,609,961
Other income received2021-12-31$-613,956
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-3,062,362
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,911,832
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$20,974,194
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$580,497
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$86,226
2020 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,994,307
Expenses. Total of all expenses incurred2020-12-31$12,471,523
Benefits paid (including direct rollovers)2020-12-31$12,452,028
Total plan assets at end of year2020-12-31$20,974,194
Total plan assets at beginning of year2020-12-31$31,451,410
Value of fidelity bond covering the plan2020-12-31$2,500,000
Total contributions received or receivable from participants2020-12-31$453,292
Assets. Value of loans (other than to participants)2020-12-31$59,450
Contributions received from other sources (not participants or employers)2020-12-31$125,000
Other income received2020-12-31$917,769
Net income (gross income less expenses)2020-12-31$-10,477,216
Net plan assets at end of year (total assets less liabilities)2020-12-31$20,974,194
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$31,451,410
Assets. Value of participant loans2020-12-31$49,767
Total contributions received or receivable from employer(s)2020-12-31$498,246
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$19,495
2019 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$6,315,746
Expenses. Total of all expenses incurred2019-12-31$2,414,842
Benefits paid (including direct rollovers)2019-12-31$2,388,466
Total plan assets at end of year2019-12-31$31,451,410
Total plan assets at beginning of year2019-12-31$27,550,506
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$378,050
Assets. Value of loans (other than to participants)2019-12-31$183,553
Contributions received from other sources (not participants or employers)2019-12-31$149,792
Other income received2019-12-31$5,234,034
Net income (gross income less expenses)2019-12-31$3,900,904
Net plan assets at end of year (total assets less liabilities)2019-12-31$31,451,410
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$27,550,506
Assets. Value of participant loans2019-12-31$13,600
Assets. Value of assets in partnership/joint-venture interests2019-12-31$89,000
Total contributions received or receivable from employer(s)2019-12-31$553,870
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26,376
2018 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$-694,651
Expenses. Total of all expenses incurred2018-12-31$1,831,259
Benefits paid (including direct rollovers)2018-12-31$1,802,539
Total plan assets at end of year2018-12-31$27,550,506
Total plan assets at beginning of year2018-12-31$30,076,416
Value of fidelity bond covering the plan2018-12-31$2,500,000
Total contributions received or receivable from participants2018-12-31$384,142
Assets. Value of loans (other than to participants)2018-12-31$453,988
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$116,915
Other income received2018-12-31$-1,671,905
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,525,910
Net plan assets at end of year (total assets less liabilities)2018-12-31$27,550,506
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$30,076,416
Assets. Value of participant loans2018-12-31$30,417
Assets. Value of assets in partnership/joint-venture interests2018-12-31$89,000
Total contributions received or receivable from employer(s)2018-12-31$476,197
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$28,720
2017 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$5,067,345
Expenses. Total of all expenses incurred2017-12-31$737,224
Benefits paid (including direct rollovers)2017-12-31$718,790
Total plan assets at end of year2017-12-31$30,076,416
Total plan assets at beginning of year2017-12-31$25,746,295
Value of fidelity bond covering the plan2017-12-31$2,500,000
Total contributions received or receivable from participants2017-12-31$371,957
Assets. Value of loans (other than to participants)2017-12-31$425,131
Contributions received from other sources (not participants or employers)2017-12-31$42,596
Other income received2017-12-31$4,295,361
Net income (gross income less expenses)2017-12-31$4,330,121
Net plan assets at end of year (total assets less liabilities)2017-12-31$30,076,416
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$25,746,295
Assets. Value of participant loans2017-12-31$60,724
Assets. Value of assets in partnership/joint-venture interests2017-12-31$85,000
Total contributions received or receivable from employer(s)2017-12-31$357,431
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,434
2016 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,501,495
Expenses. Total of all expenses incurred2016-12-31$1,064,491
Benefits paid (including direct rollovers)2016-12-31$1,040,385
Total plan assets at end of year2016-12-31$25,746,295
Total plan assets at beginning of year2016-12-31$24,309,291
Value of fidelity bond covering the plan2016-12-31$2,500,000
Total contributions received or receivable from participants2016-12-31$357,123
Assets. Value of loans (other than to participants)2016-12-31$398,942
Other income received2016-12-31$1,768,439
Net income (gross income less expenses)2016-12-31$1,437,004
Net plan assets at end of year (total assets less liabilities)2016-12-31$25,746,295
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$24,309,291
Assets. Value of participant loans2016-12-31$92,742
Assets. Value of assets in partnership/joint-venture interests2016-12-31$80,414
Total contributions received or receivable from employer(s)2016-12-31$375,933
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$24,106
2015 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$663,289
Expenses. Total of all expenses incurred2015-12-31$520,132
Benefits paid (including direct rollovers)2015-12-31$475,894
Total plan assets at end of year2015-12-31$24,309,291
Total plan assets at beginning of year2015-12-31$24,166,134
Value of fidelity bond covering the plan2015-12-31$2,500,000
Total contributions received or receivable from participants2015-12-31$322,200
Assets. Value of loans (other than to participants)2015-12-31$793,117
Contributions received from other sources (not participants or employers)2015-12-31$42,433
Other income received2015-12-31$-74,407
Net income (gross income less expenses)2015-12-31$143,157
Net plan assets at end of year (total assets less liabilities)2015-12-31$24,309,291
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$24,166,134
Assets. Value of participant loans2015-12-31$75,704
Assets. Value of assets in partnership/joint-venture interests2015-12-31$130,560
Total contributions received or receivable from employer(s)2015-12-31$373,063
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$44,238
2014 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,200,957
Expenses. Total of all expenses incurred2014-12-31$1,693,805
Benefits paid (including direct rollovers)2014-12-31$1,653,805
Total plan assets at end of year2014-12-31$24,166,134
Total plan assets at beginning of year2014-12-31$23,658,982
Value of fidelity bond covering the plan2014-12-31$2,500,000
Total contributions received or receivable from participants2014-12-31$293,583
Assets. Value of loans (other than to participants)2014-12-31$734,542
Other income received2014-12-31$1,592,418
Net income (gross income less expenses)2014-12-31$507,152
Net plan assets at end of year (total assets less liabilities)2014-12-31$24,166,134
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,658,982
Assets. Value of participant loans2014-12-31$91,118
Assets. Value of assets in partnership/joint-venture interests2014-12-31$124,000
Total contributions received or receivable from employer(s)2014-12-31$314,956
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40,000
2013 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$4,528,998
Expenses. Total of all expenses incurred2013-12-31$1,385,997
Benefits paid (including direct rollovers)2013-12-31$1,282,521
Total plan assets at end of year2013-12-31$23,658,982
Total plan assets at beginning of year2013-12-31$20,515,981
Value of fidelity bond covering the plan2013-12-31$2,500,000
Total contributions received or receivable from participants2013-12-31$322,120
Assets. Value of loans (other than to participants)2013-12-31$684,727
Other income received2013-12-31$3,891,637
Net income (gross income less expenses)2013-12-31$3,143,001
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,658,982
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,515,981
Assets. Value of participant loans2013-12-31$60,203
Assets. Value of assets in partnership/joint-venture interests2013-12-31$102,750
Total contributions received or receivable from employer(s)2013-12-31$315,241
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$103,476
2012 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,665,809
Expenses. Total of all expenses incurred2012-12-31$783,331
Benefits paid (including direct rollovers)2012-12-31$734,991
Total plan assets at end of year2012-12-31$20,515,981
Total plan assets at beginning of year2012-12-31$18,633,503
Value of fidelity bond covering the plan2012-12-31$2,500,000
Total contributions received or receivable from participants2012-12-31$298,736
Assets. Value of loans (other than to participants)2012-12-31$632,911
Other income received2012-12-31$2,068,144
Net income (gross income less expenses)2012-12-31$1,882,478
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,515,981
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$18,633,503
Assets. Value of participant loans2012-12-31$36,407
Assets. Value of assets in partnership/joint-venture interests2012-12-31$98,105
Total contributions received or receivable from employer(s)2012-12-31$298,929
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$427,539
Expenses. Total of all expenses incurred2011-12-31$522,009
Benefits paid (including direct rollovers)2011-12-31$502,018
Total plan assets at end of year2011-12-31$18,633,503
Total plan assets at beginning of year2011-12-31$18,727,973
Value of fidelity bond covering the plan2011-12-31$2,500,000
Total contributions received or receivable from participants2011-12-31$323,901
Assets. Value of loans (other than to participants)2011-12-31$580,317
Expenses. Other expenses not covered elsewhere2011-12-31$19,991
Contributions received from other sources (not participants or employers)2011-12-31$234,169
Other income received2011-12-31$-491,281
Net income (gross income less expenses)2011-12-31$-94,470
Net plan assets at end of year (total assets less liabilities)2011-12-31$18,633,503
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,727,973
Assets. Value of participant loans2011-12-31$201,811
Assets. Value of assets in partnership/joint-venture interests2011-12-31$122,869
Total contributions received or receivable from employer(s)2011-12-31$360,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$3,371,243
Expenses. Total of all expenses incurred2010-12-31$903,044
Benefits paid (including direct rollovers)2010-12-31$862,155
Total plan assets at end of year2010-12-31$18,727,973
Total plan assets at beginning of year2010-12-31$16,259,774
Value of fidelity bond covering the plan2010-12-31$2,500,000
Total contributions received or receivable from participants2010-12-31$310,258
Assets. Value of loans (other than to participants)2010-12-31$530,549
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,112,882
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,468,199
Net plan assets at end of year (total assets less liabilities)2010-12-31$18,727,973
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$16,259,774
Assets. Value of participant loans2010-12-31$217,520
Assets. Value of assets in partnership/joint-venture interests2010-12-31$61,050
Total contributions received or receivable from employer(s)2010-12-31$948,103
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$25,284
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) 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 ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN

2022: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR ASSOCIATES OF MARIN & SAN FRANCISCO PROFIT SHARING 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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