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TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameTUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT
Plan identification number 001

TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT Benefits

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

TUCSON CARDIOLOGY LTD has sponsored the creation of one or more 401k plans.

Company Name:TUCSON CARDIOLOGY LTD
Employer identification number (EIN):860338948
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012019-10-01
0012018-10-01
0012017-10-01PHILLIP J DATTILO
0012016-10-01PHILLIP J DATTILO
0012015-10-01PHILLIP J DATTILO
0012014-10-01PHILLIP J DATTILO
0012013-10-01PHILLIP J DATTILO
0012012-10-01PHILLIP J DATTILO
0012011-10-01PHILLIP J DATTILO
0012010-10-01PHILLIP J DATTILO
0012009-10-01PHILLIP J DATTILO

Plan Statistics for TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT

401k plan membership statisitcs for TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2022: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-10-011
Total number of active participants reported on line 7a of the Form 55002022-10-011
Total of all active and inactive participants2022-10-011
Total participants2022-10-011
Number of participants with account balances2022-10-011
2021: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-10-011
Total number of active participants reported on line 7a of the Form 55002021-10-011
Total of all active and inactive participants2021-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-012
Number of participants with account balances2021-10-012
2019: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-10-012
Total number of active participants reported on line 7a of the Form 55002019-10-012
Total of all active and inactive participants2019-10-012
Total participants2019-10-012
Number of participants with account balances2019-10-012
2018: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-10-012
Total number of active participants reported on line 7a of the Form 55002018-10-012
Total of all active and inactive participants2018-10-012
Total participants2018-10-012
Number of participants with account balances2018-10-012
2017: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-10-012
Total number of active participants reported on line 7a of the Form 55002017-10-012
Total of all active and inactive participants2017-10-012
Total participants2017-10-012
Number of participants with account balances2017-10-012
2016: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-10-012
Total number of active participants reported on line 7a of the Form 55002016-10-012
Total of all active and inactive participants2016-10-012
Total participants2016-10-012
Number of participants with account balances2016-10-012
2015: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-10-012
Total number of active participants reported on line 7a of the Form 55002015-10-012
Total of all active and inactive participants2015-10-012
Total participants2015-10-012
Number of participants with account balances2015-10-012
2014: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-10-012
Total number of active participants reported on line 7a of the Form 55002014-10-012
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
Number of participants with account balances2014-10-012
2013: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-10-012
Total number of active participants reported on line 7a of the Form 55002013-10-012
Total of all active and inactive participants2013-10-012
Total participants2013-10-012
Number of participants with account balances2013-10-012
2012: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-10-012
Total number of active participants reported on line 7a of the Form 55002012-10-012
Total of all active and inactive participants2012-10-012
Total participants2012-10-012
Number of participants with account balances2012-10-012
2011: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-10-012
Total number of active participants reported on line 7a of the Form 55002011-10-012
Total of all active and inactive participants2011-10-012
Total participants2011-10-012
Number of participants with account balances2011-10-012
2010: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-10-012
Total number of active participants reported on line 7a of the Form 55002010-10-012
Total of all active and inactive participants2010-10-012
Total participants2010-10-012
Number of participants with account balances2010-10-012
2009: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-10-012
Total number of active participants reported on line 7a of the Form 55002009-10-012
Total of all active and inactive participants2009-10-012
Total participants2009-10-012
Number of participants with account balances2009-10-012

Financial Data on TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT

Measure Date Value
2023 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2023 401k financial data
Total plan liabilities at end of year2023-09-30$1,085
Total plan liabilities at beginning of year2023-09-30$17,089
Total income from all sources2023-09-30$-2,985
Expenses. Total of all expenses incurred2023-09-30$109,747
Benefits paid (including direct rollovers)2023-09-30$109,747
Total plan assets at end of year2023-09-30$34,003
Total plan assets at beginning of year2023-09-30$162,739
Other income received2023-09-30$-2,985
Net income (gross income less expenses)2023-09-30$-112,732
Net plan assets at end of year (total assets less liabilities)2023-09-30$32,918
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$145,650
Assets. Value of real-estate (other than employer real property)2023-09-30$0
2022 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2022 401k financial data
Total plan liabilities at end of year2022-09-30$17,089
Total plan liabilities at beginning of year2022-09-30$154,905
Total income from all sources2022-09-30$47,584
Expenses. Total of all expenses incurred2022-09-30$125,451
Benefits paid (including direct rollovers)2022-09-30$125,451
Total plan assets at end of year2022-09-30$162,739
Total plan assets at beginning of year2022-09-30$378,422
Other income received2022-09-30$47,584
Net income (gross income less expenses)2022-09-30$-77,867
Net plan assets at end of year (total assets less liabilities)2022-09-30$145,650
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$223,517
Assets. Value of real-estate (other than employer real property)2022-09-30$135,200
2020 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k financial data
Total plan liabilities at end of year2020-09-30$146,038
Total plan liabilities at beginning of year2020-09-30$146,038
Total income from all sources2020-09-30$11,987
Expenses. Total of all expenses incurred2020-09-30$14,900
Benefits paid (including direct rollovers)2020-09-30$14,900
Total plan assets at end of year2020-09-30$373,130
Total plan assets at beginning of year2020-09-30$376,043
Value of fidelity bond covering the plan2020-09-30$450,000
Other income received2020-09-30$11,987
Net income (gross income less expenses)2020-09-30$-2,913
Net plan assets at end of year (total assets less liabilities)2020-09-30$227,092
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$230,005
Assets. Value of real-estate (other than employer real property)2020-09-30$329,815
2019 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k financial data
Total plan liabilities at end of year2019-09-30$146,038
Total plan liabilities at beginning of year2019-09-30$146,038
Total income from all sources2019-09-30$6,776
Expenses. Total of all expenses incurred2019-09-30$14,700
Benefits paid (including direct rollovers)2019-09-30$14,700
Total plan assets at end of year2019-09-30$376,043
Total plan assets at beginning of year2019-09-30$383,967
Value of fidelity bond covering the plan2019-09-30$450,000
Other income received2019-09-30$6,776
Net income (gross income less expenses)2019-09-30$-7,924
Net plan assets at end of year (total assets less liabilities)2019-09-30$230,005
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$237,929
Assets. Value of real-estate (other than employer real property)2019-09-30$329,815
2018 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data
Total plan liabilities at end of year2018-09-30$146,038
Total plan liabilities at beginning of year2018-09-30$146,038
Total income from all sources2018-09-30$9,937
Expenses. Total of all expenses incurred2018-09-30$14,200
Benefits paid (including direct rollovers)2018-09-30$14,200
Total plan assets at end of year2018-09-30$383,967
Total plan assets at beginning of year2018-09-30$388,230
Value of fidelity bond covering the plan2018-09-30$450,000
Other income received2018-09-30$9,937
Net income (gross income less expenses)2018-09-30$-4,263
Net plan assets at end of year (total assets less liabilities)2018-09-30$237,929
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$242,192
Assets. Value of real-estate (other than employer real property)2018-09-30$329,815
2017 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data
Total plan liabilities at end of year2017-09-30$146,038
Total plan liabilities at beginning of year2017-09-30$146,038
Total income from all sources2017-09-30$12,059
Expenses. Total of all expenses incurred2017-09-30$13,700
Benefits paid (including direct rollovers)2017-09-30$13,700
Total plan assets at end of year2017-09-30$388,230
Total plan assets at beginning of year2017-09-30$389,871
Value of fidelity bond covering the plan2017-09-30$450,000
Other income received2017-09-30$12,059
Net income (gross income less expenses)2017-09-30$-1,641
Net plan assets at end of year (total assets less liabilities)2017-09-30$242,192
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$243,833
Assets. Value of real-estate (other than employer real property)2017-09-30$329,815
2016 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data
Total plan liabilities at end of year2016-09-30$146,038
Total plan liabilities at beginning of year2016-09-30$131,038
Total income from all sources2016-09-30$8,535
Expenses. Total of all expenses incurred2016-09-30$14,650
Benefits paid (including direct rollovers)2016-09-30$14,650
Total plan assets at end of year2016-09-30$389,871
Total plan assets at beginning of year2016-09-30$380,986
Value of fidelity bond covering the plan2016-09-30$450,000
Other income received2016-09-30$8,535
Net income (gross income less expenses)2016-09-30$-6,115
Net plan assets at end of year (total assets less liabilities)2016-09-30$243,833
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$249,948
Assets. Value of real-estate (other than employer real property)2016-09-30$329,815
2015 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data
Total plan liabilities at end of year2015-09-30$131,038
Total plan liabilities at beginning of year2015-09-30$105,502
Total income from all sources2015-09-30$-8,334
Expenses. Total of all expenses incurred2015-09-30$15,150
Benefits paid (including direct rollovers)2015-09-30$15,150
Total plan assets at end of year2015-09-30$380,986
Total plan assets at beginning of year2015-09-30$378,934
Other income received2015-09-30$-8,334
Net income (gross income less expenses)2015-09-30$-23,484
Net plan assets at end of year (total assets less liabilities)2015-09-30$249,948
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$273,432
2014 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data
Total plan liabilities at end of year2014-09-30$105,502
Total plan liabilities at beginning of year2014-09-30$90,502
Total income from all sources2014-09-30$-7,535
Expenses. Total of all expenses incurred2014-09-30$14,200
Benefits paid (including direct rollovers)2014-09-30$14,200
Total plan assets at end of year2014-09-30$378,934
Total plan assets at beginning of year2014-09-30$385,669
Value of fidelity bond covering the plan2014-09-30$450,000
Other income received2014-09-30$-7,535
Net income (gross income less expenses)2014-09-30$-21,735
Net plan assets at end of year (total assets less liabilities)2014-09-30$273,432
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$295,167
Assets. Value of real-estate (other than employer real property)2014-09-30$329,815
2013 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year2013-09-30$90,502
Total plan liabilities at beginning of year2013-09-30$75,502
Total income from all sources2013-09-30$21,278
Expenses. Total of all expenses incurred2013-09-30$13,900
Benefits paid (including direct rollovers)2013-09-30$13,900
Total plan assets at end of year2013-09-30$385,669
Total plan assets at beginning of year2013-09-30$363,291
Value of fidelity bond covering the plan2013-09-30$450,000
Other income received2013-09-30$21,278
Net income (gross income less expenses)2013-09-30$7,378
Net plan assets at end of year (total assets less liabilities)2013-09-30$295,167
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$287,789
Assets. Value of real-estate (other than employer real property)2013-09-30$329,815
2012 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year2012-09-30$75,502
Total plan liabilities at beginning of year2012-09-30$60,502
Total income from all sources2012-09-30$9,269
Expenses. Total of all expenses incurred2012-09-30$14,520
Benefits paid (including direct rollovers)2012-09-30$14,520
Total plan assets at end of year2012-09-30$363,291
Total plan assets at beginning of year2012-09-30$353,542
Value of fidelity bond covering the plan2012-09-30$450,000
Other income received2012-09-30$9,269
Net income (gross income less expenses)2012-09-30$-5,251
Net plan assets at end of year (total assets less liabilities)2012-09-30$287,789
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$293,040
Assets. Value of real-estate (other than employer real property)2012-09-30$329,815
2011 : TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year2011-09-30$60,502
Total plan liabilities at beginning of year2011-09-30$39,667
Total income from all sources2011-09-30$-11,558
Expenses. Total of all expenses incurred2011-09-30$14,400
Benefits paid (including direct rollovers)2011-09-30$14,400
Total plan assets at end of year2011-09-30$353,542
Total plan assets at beginning of year2011-09-30$358,665
Value of fidelity bond covering the plan2011-09-30$450,000
Other income received2011-09-30$-11,558
Net income (gross income less expenses)2011-09-30$-25,958
Net plan assets at end of year (total assets less liabilities)2011-09-30$293,040
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$318,998
Assets. Value of real-estate (other than employer real property)2011-09-30$329,815

Form 5500 Responses for TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT

2022: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2019: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: TUCSON CARDIOLOGY LTD PROFIT SHARING PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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