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CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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.
  • Life insurance

401k Sponsoring company profile

CARDIO JOST, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARDIO JOST, INC.
Employer identification number (EIN):030485872
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01RUSSELL SNOW, EA, CPC, MSPA2015-10-15
0022013-01-01CHARLES JOST2014-10-14
0022012-01-01ALISA JOST
0022011-01-01ALISA JOST

Financial Data on CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2024 : CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-152412889
Total assets as of the beginning of the plan year2024-10-151981323
Value of plan covered by a fidelity bond2024-10-15242000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15431566
Plan net income in this plan year2024-10-15431566
Net assets as of the end of the plan year2024-10-152412889
Net assets as of the beginning of the plan year2024-10-151981323
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2012 : CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$212,116
Expenses. Total of all expenses incurred2012-12-31$25
Total plan assets at end of year2012-12-31$1,720,484
Total plan assets at beginning of year2012-12-31$1,508,393
Expenses. Other expenses not covered elsewhere2012-12-31$25
Other income received2012-12-31$37,874
Net income (gross income less expenses)2012-12-31$212,091
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,720,484
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,508,393
Total contributions received or receivable from employer(s)2012-12-31$174,242
2011 : CARDIO JOST, INC. DEFINED BENEFIT PENSION 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$45,068
Total plan assets at end of year2011-12-31$1,508,392
Total plan assets at beginning of year2011-12-31$1,463,324
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$-61,118
Net income (gross income less expenses)2011-12-31$45,068
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,508,392
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,463,324
Total contributions received or receivable from employer(s)2011-12-31$106,186

Form 5500 Responses for CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN

2012: CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIO JOST, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance 1

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