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SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN
Plan identification number 001

SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUTH ORANGE COUNTY CARDIOLOGY GROUP has sponsored the creation of one or more 401k plans.

Company Name:SOUTH ORANGE COUNTY CARDIOLOGY GROUP
Employer identification number (EIN):330185577
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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
0012021-01-01JEFFREY FEINER2022-09-28 JEFFREY FEINER2022-09-28
0012021-01-01JEFFREY FEINER2023-05-24 JEFFREY FEINER2023-05-24
0012020-01-01JEFFREY FEINER2021-10-06 JEFFREY FEINER2021-10-06
0012019-01-01JEFFREY FEINER2020-10-12
0012018-01-01JEFFREY FEINER2019-10-04 JEFFREY FEINER2019-10-04
0012017-01-01TERESA URANGA
0012016-01-01TERESA URANGA
0012015-01-01TERESA URANGA
0012014-01-01TERESA URANGA2015-10-15
0012013-01-01TERESA URANGA2014-10-09
0012012-01-01TERESA URANGA2013-10-08
0012011-01-01TERESA URANGA2012-05-30
0012010-01-01TERESA URANGA2011-10-17

Plan Statistics for SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN

Measure Date Value
2021: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0128
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 participants2021-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0143
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0134
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0135
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0130
Number of participants with account balances2019-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0128
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 participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0128
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0130
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012

Financial Data on SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN

Measure Date Value
2021 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING 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$3,827,169
Expenses. Total of all expenses incurred2021-12-31$333,489
Benefits paid (including direct rollovers)2021-12-31$295,549
Total plan assets at end of year2021-12-31$16,877,862
Total plan assets at beginning of year2021-12-31$13,384,182
Value of fidelity bond covering the plan2021-12-31$500,000
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$1,002,833
Other income received2021-12-31$2,247,151
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$3,493,680
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,877,862
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$13,384,182
Assets. Value of participant loans2021-12-31$31,524
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$577,185
Value of certain deemed distributions of participant loans2021-12-31$37,940
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 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,604,507
Expenses. Total of all expenses incurred2020-12-31$51,797
Benefits paid (including direct rollovers)2020-12-31$22,958
Total plan assets at end of year2020-12-31$13,384,182
Total plan assets at beginning of year2020-12-31$10,831,472
Value of fidelity bond covering the plan2020-12-31$500,000
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$2,023,225
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,552,710
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,384,182
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,831,472
Assets. Value of participant loans2020-12-31$31,524
Assets. Value of assets in partnership/joint-venture interests2020-12-31$250,000
Total contributions received or receivable from employer(s)2020-12-31$581,282
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$28,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,666,257
Expenses. Total of all expenses incurred2019-12-31$156,747
Benefits paid (including direct rollovers)2019-12-31$131,334
Total plan assets at end of year2019-12-31$10,831,472
Total plan assets at beginning of year2019-12-31$9,321,962
Value of fidelity bond covering the plan2019-12-31$500,000
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$1,098,342
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,509,510
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,831,472
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,321,962
Assets. Value of participant loans2019-12-31$32,524
Assets. Value of assets in partnership/joint-venture interests2019-12-31$225,000
Total contributions received or receivable from employer(s)2019-12-31$567,915
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$25,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$184,440
Expenses. Total of all expenses incurred2018-12-31$176,398
Benefits paid (including direct rollovers)2018-12-31$149,643
Total plan assets at end of year2018-12-31$9,321,962
Total plan assets at beginning of year2018-12-31$9,313,920
Value of fidelity bond covering the plan2018-12-31$500,000
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$0
Other income received2018-12-31$-307,705
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$8,042
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,321,962
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,313,920
Assets. Value of participant loans2018-12-31$32,524
Assets. Value of assets in partnership/joint-venture interests2018-12-31$225,000
Total contributions received or receivable from employer(s)2018-12-31$492,145
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$26,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,566,749
Expenses. Total of all expenses incurred2017-12-31$133,480
Benefits paid (including direct rollovers)2017-12-31$115,457
Total plan assets at end of year2017-12-31$9,313,920
Total plan assets at beginning of year2017-12-31$7,880,651
Value of fidelity bond covering the plan2017-12-31$150,000
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$1,086,361
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,433,269
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,313,920
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,880,651
Assets. Value of participant loans2017-12-31$35,300
Assets. Value of assets in partnership/joint-venture interests2017-12-31$225,000
Total contributions received or receivable from employer(s)2017-12-31$480,388
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$18,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$938,339
Expenses. Total of all expenses incurred2016-12-31$139,080
Benefits paid (including direct rollovers)2016-12-31$123,608
Total plan assets at end of year2016-12-31$7,880,651
Total plan assets at beginning of year2016-12-31$7,081,392
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$450,781
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$799,259
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,880,651
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,081,392
Assets. Value of participant loans2016-12-31$37,566
Assets. Value of assets in partnership/joint-venture interests2016-12-31$225,000
Total contributions received or receivable from employer(s)2016-12-31$487,558
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$268,846
Expenses. Total of all expenses incurred2015-12-31$42,909
Benefits paid (including direct rollovers)2015-12-31$25,462
Total plan assets at end of year2015-12-31$7,081,392
Total plan assets at beginning of year2015-12-31$6,855,455
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-196,640
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$225,937
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,081,392
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,855,455
Assets. Value of participant loans2015-12-31$9,324
Assets. Value of assets in partnership/joint-venture interests2015-12-31$75,000
Total contributions received or receivable from employer(s)2015-12-31$465,486
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN

2021: SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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: SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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: SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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: SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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: SOUTH ORANGE COUNTY CARDIOLOGY GROUP 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
2016: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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