Logo

CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameCARDIOLOGY, P.C. CASH BALANCE PENSION PLAN
Plan identification number 002

CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARDIOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY, P.C.
Employer identification number (EIN):630710054
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOLOGY, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-07-16
Company Identification Number: 711460
Legal Registered Office Address: CENTRAL NEW YORK MEDICAL CTR.
739 IRVING AVE SUITE 500
SYRACUSE
United States of America (USA)
13210

More information about CARDIOLOGY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01JOHN CADE2020-05-29
0022018-01-01JOHN CADE2019-05-28
0022017-01-01JOHN CADE2018-06-18
0022016-01-01JOHN CADE2017-06-30
0022015-01-01JOHN CADE2016-07-28
0022014-01-01JOHN CADE2015-07-14
0022013-01-01JOHN CADE2014-07-17
0022012-01-01JOHN CADE2013-06-18
0022011-01-01JOHN CADE JR
0022009-01-01 JOHN CADE JR2010-10-11
0022009-01-01JOHN CADE JR

Plan Statistics for CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2018: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-318,504,726
Acturial value of plan assets2018-12-318,504,726
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-3147,160
Active participant vested funding target2018-12-317,243,929
Number of active participants2018-12-3174
Total funding liabilities for active participants2018-12-317,247,751
Total participant count2018-12-3183
Total funding target for all participants2018-12-317,294,911
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31100,762
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31106,354
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3150,299
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3149,141
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31491,404
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3149,141
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-318,653,153
Acturial value of plan assets2017-12-318,653,153
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-3150,477
Active participant vested funding target2017-12-317,398,083
Number of active participants2017-12-3175
Total funding liabilities for active participants2017-12-317,404,795
Total participant count2017-12-3185
Total funding target for all participants2017-12-317,455,272
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31537,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31569,042
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31103,024
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31100,762
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31475,626
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31100,762
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-318,060,383
Acturial value of plan assets2016-12-318,060,383
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3118
Fundng target for terminated vested participants2016-12-31120,754
Active participant vested funding target2016-12-316,866,525
Number of active participants2016-12-3171
Total funding liabilities for active participants2016-12-316,897,449
Total participant count2016-12-3189
Total funding target for all participants2016-12-317,018,203
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,249,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,324,193
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31569,849
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31537,644
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31547,735
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31537,644
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2011: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-0177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2011 : CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$464,460
Expenses. Total of all expenses incurred2011-12-31$882,173
Benefits paid (including direct rollovers)2011-12-31$880,308
Total plan assets at end of year2011-12-31$5,422,133
Total plan assets at beginning of year2011-12-31$5,839,846
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$150,909
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-417,713
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,422,133
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,839,846
Total contributions received or receivable from employer(s)2011-12-31$313,551
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,865
2010 : CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,008,980
Expenses. Total of all expenses incurred2010-12-31$1,427,931
Benefits paid (including direct rollovers)2010-12-31$1,427,781
Total plan assets at end of year2010-12-31$5,839,846
Total plan assets at beginning of year2010-12-31$6,258,797
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$318,980
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-418,951
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,839,846
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,258,797
Total contributions received or receivable from employer(s)2010-12-31$690,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150

Form 5500 Responses for CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN

2011: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1