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CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameCARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN
Plan identification number 002

CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 ASSOCIATES OF FAIRFIELD COUNTY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C.
Employer identification number (EIN):060863598
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 FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT LABARRE2024-09-20 ROBERT LABARRE2024-09-20
0022022-01-01ROBERT LABARRE2023-09-15 ROBERT LABARRE2023-09-15
0022021-01-01ROBERT LABARRE2022-10-13 ROBERT LABARRE2022-10-13
0022020-01-01ROBERT LABARRE2021-10-07 ROBERT LABARRE2021-10-07
0022019-01-01ROBERT LABARRE2020-10-13 ROBERT LABARRE2020-10-13
0022018-01-01ROBERT LABARRE2019-10-08 CHRISTOPHER WILLEY2019-10-08
0022017-01-01ROBERT LABARRE2018-10-02 CHRISTOPHER WILLEY2018-10-02
0022016-01-01CHRISTOPHER WILLEY2017-07-10 CHRISTOPHER WILLEY2017-07-10
0022015-01-01CHRISTOPHER WILLEY2016-06-22 CHRISTOPHER WILLEY2016-06-22
0022014-01-01CHRISTOPHER WILLEY2015-06-15 CHRISTOPHER WILLEY2015-06-15
0022013-01-01CHRISTOPHER WILLEY2014-06-30
0022012-01-01CHRIS WILLEY2013-07-09
0022011-01-01CHRIS WILLEY2012-09-10
0022010-01-01CHRIS WILLEY2011-07-08
0022009-01-01CHRISTOPHER WILLEY
0022009-01-01CHRISTOPHER WILLEY

Financial Data on CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-122102525
Net assets as of the end of the plan year2025-08-1236516492
Total assets as of the beginning of the plan year2025-08-1232539834
Value of plan covered by a fidelity bond2025-08-12500000
Participant contributions to plan in this plan year2025-08-12624578
Value of participant loans at end of plan year2025-08-1220006
Other expenses paid from plan in this plan year2025-08-1213000
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-124611933
Plan net income in this plan year2025-08-123976658
Net assets as of the end of the plan year2025-08-1236516492
Net assets as of the beginning of the plan year2025-08-1232539834
Employer contributions to plan in this plan year2025-08-12842672
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-12225
2024 : CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20176958
Net assets as of the end of the plan year2024-09-2032539834
Total assets as of the beginning of the plan year2024-09-2026463264
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20537712
Value of participant loans at end of plan year2024-09-2025492
Other expenses paid from plan in this plan year2024-09-2022834
Other contributions to plan in this plan year2024-09-20134079
Other income to plan in this plan year2024-09-204809933
Plan net income in this plan year2024-09-206076570
Net assets as of the end of the plan year2024-09-2032539834
Net assets as of the beginning of the plan year2024-09-2026463264
Employer contributions to plan in this plan year2024-09-20771804
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2075
2009 : CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) PLAN

2009: CARDIOLOGY ASSOCIATES OF FAIRFIELD COUNTY, P.C. PROFIT SHARING 401(K) 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

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