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CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 CLINICAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR CLINICAL ASSOCIATES, PC
Employer identification number (EIN):383052796
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 CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK RASAK, D.O.2023-07-11 MARK RASAK, D.O.2023-07-11
0012021-01-01MARK RASAK, D.O.2022-08-11 MARK RASAK, D.O.2022-08-11
0012020-01-01MARK RASAK2021-06-27 MARK RASAK2021-06-27
0012019-01-01MARK RASAK D.O.2020-09-17 MARK RASAK D.O.2020-09-17
0012018-01-01MARK RASAK2019-07-24 MARK RASAK2019-07-24
0012017-01-01MARK RASAK2018-07-24 MARK RASAK2018-07-24
0012016-01-01MARK RASAK2017-06-23 MARK RASAK2017-06-23
0012015-01-01MARK RASAK2016-06-29 MARK RASAK2016-06-29
0012014-01-01SHELLY COHELEY2015-10-02 SHELLY COHELEY2015-10-02
0012013-01-01SHELLY COHELEY2014-09-15
0012012-01-01SHELLY COHELEY2013-07-18
0012011-01-01SHELLY COHELEY2012-07-17
0012010-01-01SHELLY COHELEY
0012009-01-01SHELLY COHELEY

Plan Statistics for CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010: CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01237
Total number of active participants reported on line 7a of the Form 55002010-01-0145
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0163
Number of participants with account balances2010-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01280
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01237
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010 : CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$24,367
Total unrealized appreciation/depreciation of assets2010-12-31$24,367
Total transfer of assets from this plan2010-12-31$1,159,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,085
Total income from all sources (including contributions)2010-12-31$723,583
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$198,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$280,150
Value of total assets at end of year2010-12-31$3,698,866
Value of total assets at beginning of year2010-12-31$4,337,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,252
Total interest from all sources2010-12-31$6,209
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$32,589
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$28,108
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$227,360
Participant contributions at end of year2010-12-31$20,213
Participant contributions at beginning of year2010-12-31$80,883
Participant contributions at beginning of year2010-12-31$4,441
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,085
Total non interest bearing cash at end of year2010-12-31$663
Total non interest bearing cash at beginning of year2010-12-31$723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$525,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,698,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,333,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,310,190
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,917,108
Interest on participant loans2010-12-31$1,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$34,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$394,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,598
Income. Dividends from preferred stock2010-12-31$1,062
Income. Dividends from common stock2010-12-31$16,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,825
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$164,266
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$166,299
Contract administrator fees2010-12-31$34,252
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$136,374
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$123,504
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHINDELROCK
Accountancy firm EIN2010-12-31382954392
2009 : CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 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 CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST

2010: CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR CLINICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991881
Policy instance 1
Insurance contract or identification number991881
Number of Individuals Covered49
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,297
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,986
Insurance broker organization code?5
Insurance broker nameJ S CLARK AGENCY INC

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