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CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN
Plan identification number 001

CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

CARDIOLOGY ASSOCIATES OF OZARK, PC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY ASSOCIATES OF OZARK, PC
Employer identification number (EIN):721344734
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RONALD D. ALFANO
0012017-01-01RONALD D. ALFANO
0012016-01-01RONALD D. ALFANO
0012015-01-01RONALD D. ALFANO
0012014-01-01RONALD D. ALFANO
0012014-01-01RONALD D. ALFANO
0012013-01-01RONALD D. ALFANO
0012012-01-01RONALD D. ALFANO
0012011-01-01RONALD D. ALFANO
0012009-01-01RONALD D. ALFANO

Plan Statistics for CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN

Measure Date Value
2023: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012

Financial Data on CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN

Measure Date Value
2023 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$274
Total plan assets at end of year2023-12-31$9,348
Total plan assets at beginning of year2023-12-31$9,074
Other income received2023-12-31$274
Net income (gross income less expenses)2023-12-31$274
Net plan assets at end of year (total assets less liabilities)2023-12-31$9,348
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,074
2022 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-235
Total plan assets at end of year2022-12-31$9,074
Total plan assets at beginning of year2022-12-31$9,309
Other income received2022-12-31$-235
Net income (gross income less expenses)2022-12-31$-235
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,074
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,309
2021 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-24
Total plan assets at end of year2021-12-31$9,309
Total plan assets at beginning of year2021-12-31$9,333
Other income received2021-12-31$-24
Net income (gross income less expenses)2021-12-31$-24
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,309
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,333
2020 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$231
Total plan assets at end of year2020-12-31$9,333
Total plan assets at beginning of year2020-12-31$9,102
Other income received2020-12-31$231
Net income (gross income less expenses)2020-12-31$231
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,333
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,102
2019 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$320
Total plan assets at end of year2019-12-31$9,102
Total plan assets at beginning of year2019-12-31$8,782
Other income received2019-12-31$320
Net income (gross income less expenses)2019-12-31$320
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,102
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,782
2018 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$99
Total plan assets at end of year2018-12-31$8,782
Total plan assets at beginning of year2018-12-31$8,683
Other income received2018-12-31$99
Net income (gross income less expenses)2018-12-31$99
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,782
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,683
2017 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$69
Total plan assets at end of year2017-12-31$8,683
Total plan assets at beginning of year2017-12-31$8,614
Other income received2017-12-31$69
Net income (gross income less expenses)2017-12-31$69
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,683
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,614
2016 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$77
Total plan assets at end of year2016-12-31$8,614
Total plan assets at beginning of year2016-12-31$8,537
Other income received2016-12-31$77
Net income (gross income less expenses)2016-12-31$77
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,614
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,537
2015 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$27
Total plan assets at end of year2015-12-31$8,537
Total plan assets at beginning of year2015-12-31$8,510
Other income received2015-12-31$27
Net income (gross income less expenses)2015-12-31$27
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,537
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,510
2014 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32
Total plan assets at end of year2014-12-31$8,510
Total plan assets at beginning of year2014-12-31$8,478
Other income received2014-12-31$32
Net income (gross income less expenses)2014-12-31$32
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,510
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,478
2013 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$50
Total plan assets at end of year2013-12-31$8,478
Total plan assets at beginning of year2013-12-31$8,428
Other income received2013-12-31$50
Net income (gross income less expenses)2013-12-31$50
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,478
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,428
2012 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$143
Total plan assets at end of year2012-12-31$8,428
Total plan assets at beginning of year2012-12-31$8,285
Other income received2012-12-31$143
Net income (gross income less expenses)2012-12-31$143
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,428
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,285
2011 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,036
Expenses. Total of all expenses incurred2011-12-31$236,138
Total plan assets at end of year2011-12-31$8,285
Total plan assets at beginning of year2011-12-31$240,387
Expenses. Other expenses not covered elsewhere2011-12-31$1,390
Other income received2011-12-31$4,036
Net income (gross income less expenses)2011-12-31$-232,102
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,285
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$240,387
Value of certain deemed distributions of participant loans2011-12-31$234,748
2010 : CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$33,313
Expenses. Total of all expenses incurred2010-12-31$2,140
Total plan assets at end of year2010-12-31$240,387
Total plan assets at beginning of year2010-12-31$209,214
Value of fidelity bond covering the plan2010-12-31$30,000
Expenses. Other expenses not covered elsewhere2010-12-31$2,140
Other income received2010-12-31$33,313
Net income (gross income less expenses)2010-12-31$31,173
Net plan assets at end of year (total assets less liabilities)2010-12-31$240,387
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$209,214

Form 5500 Responses for CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN

2023: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOLOGY ASSOCIATES OF OZARK, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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