Plan Name | CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CARDIOVASCULAR ASSOCIATES, LTD. |
Employer identification number (EIN): | 541325391 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about CARDIOVASCULAR ASSOCIATES, LTD.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1985-07-10 |
Company Identification Number: | 0273164 |
Legal Registered Office Address: |
WILLIAMS MULLEN 222 CENTRAL PARK AVE STE 1700 VIRGINIA BEACH United States of America (USA) 23462-3035 |
More information about CARDIOVASCULAR ASSOCIATES, LTD.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-05-01 | DEEPAK TALREJA | |||
001 | 2014-05-01 | DEEPAK TALREJA | |||
001 | 2013-05-01 | DEEPAK TALREJA | |||
001 | 2012-05-01 | BASSAM KAWWASS | |||
001 | 2011-05-01 | BASSAM KAWWASS | |||
001 | 2009-05-01 | VINCENT W. DONLON |
Measure | Date | Value |
---|---|---|
2015: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-05-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
Total of all active and inactive participants | 2015-05-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 0 |
Total participants | 2015-05-01 | 0 |
2014: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-05-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 120 |
Total of all active and inactive participants | 2014-05-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
Total participants | 2014-05-01 | 135 |
Number of participants with account balances | 2014-05-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 0 |
2013: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-05-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 108 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 54 |
Total of all active and inactive participants | 2013-05-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
Total participants | 2013-05-01 | 162 |
Number of participants with account balances | 2013-05-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 4 |
2012: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-05-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 98 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 48 |
Total of all active and inactive participants | 2012-05-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
Total participants | 2012-05-01 | 146 |
Number of participants with account balances | 2012-05-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 4 |
2011: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-05-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 95 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
Total of all active and inactive participants | 2011-05-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
Total participants | 2011-05-01 | 121 |
Number of participants with account balances | 2011-05-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 8 |
2009: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-05-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 96 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 44 |
Total of all active and inactive participants | 2009-05-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
Total participants | 2009-05-01 | 140 |
Number of participants with account balances | 2009-05-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 11 |
Measure | Date | Value |
---|---|---|
2015 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total income from all sources (including contributions) | 2015-07-31 | $-15,577 |
Total loss/gain on sale of assets | 2015-07-31 | $0 |
Total of all expenses incurred | 2015-07-31 | $24,729,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $24,704,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $0 |
Value of total assets at end of year | 2015-07-31 | $0 |
Value of total assets at beginning of year | 2015-07-31 | $24,745,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $25,293 |
Total interest from all sources | 2015-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $32,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-07-31 | $0 |
Administrative expenses professional fees incurred | 2015-07-31 | $11,314 |
Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
Value of fidelity bond cover | 2015-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-07-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
Total non interest bearing cash at end of year | 2015-07-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-07-31 | $11,314 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
Value of net income/loss | 2015-07-31 | $-24,745,455 |
Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $24,745,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
Investment advisory and management fees | 2015-07-31 | $13,979 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-07-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-07-31 | $24,505,292 |
Value of interest in common/collective trusts at end of year | 2015-07-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-07-31 | $228,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-07-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-07-31 | $1 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-07-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-07-31 | $-47,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
Employer contributions (assets) at end of year | 2015-07-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-07-31 | $0 |
Income. Dividends from preferred stock | 2015-07-31 | $32,135 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $24,704,585 |
Did the plan have assets held for investment | 2015-07-31 | 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 | 2015-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
Accountancy firm name | 2015-07-31 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2015-07-31 | 560574444 |
Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
Total income from all sources (including contributions) | 2015-04-30 | $2,367,251 |
Total loss/gain on sale of assets | 2015-04-30 | $0 |
Total of all expenses incurred | 2015-04-30 | $432,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $349,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $1,032,086 |
Value of total assets at end of year | 2015-04-30 | $24,745,455 |
Value of total assets at beginning of year | 2015-04-30 | $22,810,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $82,584 |
Total interest from all sources | 2015-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $501,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-04-30 | $0 |
Administrative expenses professional fees incurred | 2015-04-30 | $24,500 |
Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
Value of fidelity bond cover | 2015-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
Contributions received from participants | 2015-04-30 | $339,783 |
Assets. Other investments not covered elsewhere at end of year | 2015-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-04-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-04-30 | $8,701 |
Other income not declared elsewhere | 2015-04-30 | $291 |
Administrative expenses (other) incurred | 2015-04-30 | $35,989 |
Total non interest bearing cash at end of year | 2015-04-30 | $11,314 |
Total non interest bearing cash at beginning of year | 2015-04-30 | $14,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Value of net income/loss | 2015-04-30 | $1,935,201 |
Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $24,745,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $22,810,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
Investment advisory and management fees | 2015-04-30 | $22,095 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $24,505,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $21,010,317 |
Value of interest in common/collective trusts at end of year | 2015-04-30 | $228,848 |
Value of interest in common/collective trusts at beginning of year | 2015-04-30 | $1,052,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $1 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $1,801 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $1,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $828,655 |
Net investment gain or loss from common/collective trusts | 2015-04-30 | $4,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
Contributions received in cash from employer | 2015-04-30 | $683,602 |
Employer contributions (assets) at end of year | 2015-04-30 | $0 |
Employer contributions (assets) at beginning of year | 2015-04-30 | $730,969 |
Income. Dividends from preferred stock | 2015-04-30 | $501,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $349,466 |
Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Disclaimer |
Accountancy firm name | 2015-04-30 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2015-04-30 | 560574444 |
2014 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total income from all sources (including contributions) | 2014-04-30 | $2,435,145 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $6,946,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $6,873,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $1,187,583 |
Value of total assets at end of year | 2014-04-30 | $22,810,254 |
Value of total assets at beginning of year | 2014-04-30 | $27,321,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $72,992 |
Total interest from all sources | 2014-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $418,350 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $418,350 |
Administrative expenses professional fees incurred | 2014-04-30 | $12,500 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Contributions received from participants | 2014-04-30 | $456,614 |
Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $0 |
Other income not declared elsewhere | 2014-04-30 | $2,160 |
Administrative expenses (other) incurred | 2014-04-30 | $21,779 |
Total non interest bearing cash at end of year | 2014-04-30 | $14,864 |
Total non interest bearing cash at beginning of year | 2014-04-30 | $13,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $-4,511,090 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $22,810,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $27,321,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Investment advisory and management fees | 2014-04-30 | $10,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $21,010,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $26,472,148 |
Value of interest in common/collective trusts at end of year | 2014-04-30 | $1,052,303 |
Value of interest in common/collective trusts at beginning of year | 2014-04-30 | $127,334 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $1,801 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $930 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $930 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $820,888 |
Net investment gain or loss from common/collective trusts | 2014-04-30 | $6,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Contributions received in cash from employer | 2014-04-30 | $730,969 |
Employer contributions (assets) at end of year | 2014-04-30 | $730,969 |
Employer contributions (assets) at beginning of year | 2014-04-30 | $707,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $6,873,243 |
Contract administrator fees | 2014-04-30 | $28,353 |
Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
Accountancy firm name | 2014-04-30 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2014-04-30 | 560574444 |
2013 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
Total income from all sources (including contributions) | 2013-04-30 | $3,748,057 |
Total loss/gain on sale of assets | 2013-04-30 | $0 |
Total of all expenses incurred | 2013-04-30 | $4,782,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $4,726,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $1,289,608 |
Value of total assets at end of year | 2013-04-30 | $27,321,344 |
Value of total assets at beginning of year | 2013-04-30 | $28,356,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $56,108 |
Total interest from all sources | 2013-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $618,818 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-04-30 | $618,818 |
Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
Value of fidelity bond cover | 2013-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
Contributions received from participants | 2013-04-30 | $502,232 |
Assets. Other investments not covered elsewhere at end of year | 2013-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-04-30 | $4,553,102 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-04-30 | $80,206 |
Other income not declared elsewhere | 2013-04-30 | $-18,966 |
Total non interest bearing cash at end of year | 2013-04-30 | $13,762 |
Total non interest bearing cash at beginning of year | 2013-04-30 | $2,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Value of net income/loss | 2013-04-30 | $-1,034,697 |
Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $27,321,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $28,356,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
Investment advisory and management fees | 2013-04-30 | $8,444 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $26,472,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $22,930,554 |
Value of interest in common/collective trusts at end of year | 2013-04-30 | $127,334 |
Value of interest in common/collective trusts at beginning of year | 2013-04-30 | $169,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $930 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $2,019 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $2,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-04-30 | $1,856,306 |
Net investment gain or loss from common/collective trusts | 2013-04-30 | $2,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
Contributions received in cash from employer | 2013-04-30 | $707,170 |
Employer contributions (assets) at end of year | 2013-04-30 | $707,170 |
Employer contributions (assets) at beginning of year | 2013-04-30 | $698,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $4,726,646 |
Contract administrator fees | 2013-04-30 | $47,664 |
Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
Accountancy firm name | 2013-04-30 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2013-04-30 | 560574444 |
2012 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $0 |
Total income from all sources (including contributions) | 2012-04-30 | $1,444,132 |
Total loss/gain on sale of assets | 2012-04-30 | $0 |
Total of all expenses incurred | 2012-04-30 | $126,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $70,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $1,254,703 |
Value of total assets at end of year | 2012-04-30 | $28,356,041 |
Value of total assets at beginning of year | 2012-04-30 | $27,038,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $56,311 |
Total interest from all sources | 2012-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $551,833 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $551,833 |
Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
Value of fidelity bond cover | 2012-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
Contributions received from participants | 2012-04-30 | $454,979 |
Assets. Other investments not covered elsewhere at end of year | 2012-04-30 | $4,553,102 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-04-30 | $4,512,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-04-30 | $101,510 |
Other income not declared elsewhere | 2012-04-30 | $42,635 |
Administrative expenses (other) incurred | 2012-04-30 | $56,311 |
Total non interest bearing cash at end of year | 2012-04-30 | $2,254 |
Total non interest bearing cash at beginning of year | 2012-04-30 | $8 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Value of net income/loss | 2012-04-30 | $1,317,524 |
Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $28,356,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $27,038,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $22,930,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-04-30 | $21,741,204 |
Value of interest in common/collective trusts at end of year | 2012-04-30 | $169,898 |
Value of interest in common/collective trusts at beginning of year | 2012-04-30 | $156,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $2,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $7,560 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $7,560 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-04-30 | $-407,603 |
Net investment gain or loss from common/collective trusts | 2012-04-30 | $2,564 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
Contributions received in cash from employer | 2012-04-30 | $698,214 |
Employer contributions (assets) at end of year | 2012-04-30 | $698,214 |
Employer contributions (assets) at beginning of year | 2012-04-30 | $621,487 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $70,297 |
Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Disclaimer |
Accountancy firm name | 2012-04-30 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2012-04-30 | 560574444 |
2011 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-04-30 | $-82,982 |
Total unrealized appreciation/depreciation of assets | 2011-04-30 | $-82,982 |
Total transfer of assets to this plan | 2011-04-30 | $2,459,059 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $0 |
Total income from all sources (including contributions) | 2011-04-30 | $3,545,321 |
Total loss/gain on sale of assets | 2011-04-30 | $0 |
Total of all expenses incurred | 2011-04-30 | $4,415,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $4,371,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $995,502 |
Value of total assets at end of year | 2011-04-30 | $27,038,517 |
Value of total assets at beginning of year | 2011-04-30 | $25,450,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $44,442 |
Total interest from all sources | 2011-04-30 | $19,642 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $487,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-04-30 | $487,502 |
Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
Value of fidelity bond cover | 2011-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
Contributions received from participants | 2011-04-30 | $338,960 |
Assets. Other investments not covered elsewhere at end of year | 2011-04-30 | $4,512,048 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-04-30 | $8,499,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-04-30 | $35,055 |
Other income not declared elsewhere | 2011-04-30 | $250,287 |
Administrative expenses (other) incurred | 2011-04-30 | $15,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Value of net income/loss | 2011-04-30 | $-870,602 |
Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $27,038,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $25,450,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
Investment advisory and management fees | 2011-04-30 | $28,457 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $21,741,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-04-30 | $2,585,859 |
Value of interest in pooled separate accounts at beginning of year | 2011-04-30 | $10,772,169 |
Interest earned on other investments | 2011-04-30 | $17,916 |
Value of interest in common/collective trusts at end of year | 2011-04-30 | $156,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $7,568 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $846,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $846,603 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $1,726 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-04-30 | $861,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-04-30 | $2,290,324 |
Net investment gain/loss from pooled separate accounts | 2011-04-30 | $-417,241 |
Net investment gain or loss from common/collective trusts | 2011-04-30 | $2,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
Contributions received in cash from employer | 2011-04-30 | $621,487 |
Employer contributions (assets) at end of year | 2011-04-30 | $621,487 |
Employer contributions (assets) at beginning of year | 2011-04-30 | $672,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $4,371,481 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-04-30 | $1,211,779 |
Did the plan have assets held for investment | 2011-04-30 | 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 | 2011-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Disclaimer |
Accountancy firm name | 2011-04-30 | CHERRY, BEKAERT & HOLLAND, LLP |
Accountancy firm EIN | 2011-04-30 | 560574444 |
2010 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
2015: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-05-01 | Type of plan entity | Single employer plan |
2015-05-01 | Submission has been amended | No |
2015-05-01 | This submission is the final filing | Yes |
2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-05-01 | Plan is a collectively bargained plan | No |
2015-05-01 | Plan funding arrangement – Trust | Yes |
2015-05-01 | Plan benefit arrangement - Trust | Yes |
2014: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |
2013: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |
2012: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | No |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Trust | Yes |
2012-05-01 | Plan benefit arrangement - Trust | Yes |
2011: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Trust | Yes |
2011-05-01 | Plan benefit arrangement - Trust | Yes |
2009: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-05-01 | Type of plan entity | Single employer plan |
2009-05-01 | Submission has been amended | No |
2009-05-01 | This submission is the final filing | No |
2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-05-01 | Plan is a collectively bargained plan | No |
2009-05-01 | Plan funding arrangement – Insurance | Yes |
2009-05-01 | Plan funding arrangement – Trust | Yes |
2009-05-01 | Plan benefit arrangement - Trust | Yes |