SOUTHERN CONNECTICUT VASCULAR CENTER, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2023 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-08-31 | $709,993 |
| Total of all expenses incurred | 2023-08-31 | $7,343,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-08-31 | $7,343,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-08-31 | $709,995 |
| Value of total assets at end of year | 2023-08-31 | $0 |
| Value of total assets at beginning of year | 2023-08-31 | $6,633,946 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-08-31 | $8 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-08-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-08-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-08-31 | Yes |
| Value of fidelity bond cover | 2023-08-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-08-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-08-31 | $54,540 |
| Administrative expenses (other) incurred | 2023-08-31 | $8 |
| Total non interest bearing cash at end of year | 2023-08-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
| Value of net income/loss | 2023-08-31 | $-6,633,946 |
| Value of net assets at end of year (total assets less liabilities) | 2023-08-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-08-31 | $6,633,946 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-08-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-08-31 | $1,610 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-08-31 | $6,565,311 |
| Net investment gain/loss from pooled separate accounts | 2023-08-31 | $-2 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-08-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-08-31 | No |
| Contributions received in cash from employer | 2023-08-31 | $709,995 |
| Employer contributions (assets) at beginning of year | 2023-08-31 | $12,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-08-31 | $7,343,931 |
| Did the plan have assets held for investment | 2023-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-08-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-08-31 | Unqualified |
| Accountancy firm name | 2023-08-31 | TEPLITZKY & COMPANY, P.C. |
| Accountancy firm EIN | 2023-08-31 | 060962357 |
| Total income from all sources (including contributions) | 2023-01-01 | $709,993 |
| Total of all expenses incurred | 2023-01-01 | $7,343,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $7,343,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $709,995 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $6,633,946 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $8 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $54,540 |
| Administrative expenses (other) incurred | 2023-01-01 | $8 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-6,633,946 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,633,946 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,610 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $6,565,311 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-2 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $709,995 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $12,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $7,343,931 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | TEPLITZKY & COMPANY, P.C. |
| Accountancy firm EIN | 2023-01-01 | 060962357 |
| 2022 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $1,498,622 |
| Total of all expenses incurred | 2022-12-31 | $91,314 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $80,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,485,417 |
| Value of total assets at end of year | 2022-12-31 | $6,633,946 |
| Value of total assets at beginning of year | 2022-12-31 | $5,226,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,363 |
| Total interest from all sources | 2022-12-31 | $133,688 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $54,540 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $1,407,308 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,633,946 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,226,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $10,363 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,286,115 |
| Interest earned on other investments | 2022-12-31 | $133,688 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $6,565,311 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,940,523 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,120,483 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $2,485,417 |
| Employer contributions (assets) at end of year | 2022-12-31 | $12,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $80,951 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | TEPLITZKY & COMPANY, P.C. |
| Accountancy firm EIN | 2022-12-31 | 060962357 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,498,622 |
| Total of all expenses incurred | 2022-01-01 | $91,314 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $80,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,485,417 |
| Value of total assets at end of year | 2022-01-01 | $6,633,946 |
| Value of total assets at beginning of year | 2022-01-01 | $5,226,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,363 |
| Total interest from all sources | 2022-01-01 | $133,688 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $54,540 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $1,407,308 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,633,946 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,226,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $10,363 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,286,115 |
| Interest earned on other investments | 2022-01-01 | $133,688 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $6,565,311 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $2,940,523 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,120,483 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $2,485,417 |
| Employer contributions (assets) at end of year | 2022-01-01 | $12,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $80,951 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | TEPLITZKY & COMPANY, P.C. |
| Accountancy firm EIN | 2022-01-01 | 060962357 |
| 2021 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,985,641 |
| Total of all expenses incurred | 2021-12-31 | $1,077,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,063,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,847,849 |
| Value of total assets at end of year | 2021-12-31 | $5,226,638 |
| Value of total assets at beginning of year | 2021-12-31 | $4,318,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,067 |
| Total interest from all sources | 2021-12-31 | $137,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $908,169 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,226,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,318,469 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $14,067 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,286,115 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,867,312 |
| Interest earned on other investments | 2021-12-31 | $137,792 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,940,523 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,296,157 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,847,849 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $155,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,063,405 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | TEPLITZKY & COMPANY, P.C. |
| Accountancy firm EIN | 2021-12-31 | 060962357 |
