Plan Name | CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | JOHN CADE | 2020-05-29 | ||
002 | 2018-01-01 | JOHN CADE | 2019-05-28 | ||
002 | 2017-01-01 | JOHN CADE | 2018-06-18 | ||
002 | 2016-01-01 | JOHN CADE | 2017-06-30 | ||
002 | 2015-01-01 | JOHN CADE | 2016-07-28 | ||
002 | 2014-01-01 | JOHN CADE | 2015-07-14 | ||
002 | 2013-01-01 | JOHN CADE | 2014-07-17 | ||
002 | 2012-01-01 | JOHN CADE | 2013-06-18 | ||
002 | 2011-01-01 | JOHN CADE JR | |||
002 | 2009-01-01 | JOHN CADE JR | 2010-10-11 | ||
002 | 2009-01-01 | JOHN CADE JR |
Measure | Date | Value |
---|---|---|
2018: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 8,504,726 |
Acturial value of plan assets | 2018-12-31 | 8,504,726 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 9 |
Fundng target for terminated vested participants | 2018-12-31 | 47,160 |
Active participant vested funding target | 2018-12-31 | 7,243,929 |
Number of active participants | 2018-12-31 | 74 |
Total funding liabilities for active participants | 2018-12-31 | 7,247,751 |
Total participant count | 2018-12-31 | 83 |
Total funding target for all participants | 2018-12-31 | 7,294,911 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 100,762 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 106,354 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 50,299 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 49,141 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 491,404 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 49,141 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 8,653,153 |
Acturial value of plan assets | 2017-12-31 | 8,653,153 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 10 |
Fundng target for terminated vested participants | 2017-12-31 | 50,477 |
Active participant vested funding target | 2017-12-31 | 7,398,083 |
Number of active participants | 2017-12-31 | 75 |
Total funding liabilities for active participants | 2017-12-31 | 7,404,795 |
Total participant count | 2017-12-31 | 85 |
Total funding target for all participants | 2017-12-31 | 7,455,272 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 537,644 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 569,042 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 103,024 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 100,762 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 475,626 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 100,762 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 8,060,383 |
Acturial value of plan assets | 2016-12-31 | 8,060,383 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 18 |
Fundng target for terminated vested participants | 2016-12-31 | 120,754 |
Active participant vested funding target | 2016-12-31 | 6,866,525 |
Number of active participants | 2016-12-31 | 71 |
Total funding liabilities for active participants | 2016-12-31 | 6,897,449 |
Total participant count | 2016-12-31 | 89 |
Total funding target for all participants | 2016-12-31 | 7,018,203 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 1,249,710 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,324,193 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 569,849 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 537,644 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 547,735 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 537,644 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2011: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2011 : CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $464,460 |
Expenses. Total of all expenses incurred | 2011-12-31 | $882,173 |
Benefits paid (including direct rollovers) | 2011-12-31 | $880,308 |
Total plan assets at end of year | 2011-12-31 | $5,422,133 |
Total plan assets at beginning of year | 2011-12-31 | $5,839,846 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $150,909 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 sources | 2010-12-31 | $1,008,980 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,427,931 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,427,781 |
Total plan assets at end of year | 2010-12-31 | $5,839,846 |
Total plan assets at beginning of year | 2010-12-31 | $6,258,797 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $318,980 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $150 |
2011: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CARDIOLOGY, P.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |