CALIFORNIA HEART SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-30 | 5483 |
| Net assets as of the end of the plan year | 2025-09-30 | 783034 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 704384 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 126000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 46000 |
| Other income to plan in this plan year | 2025-09-30 | -19668 |
| Plan net income in this plan year | 2025-09-30 | 78650 |
| Net assets as of the end of the plan year | 2025-09-30 | 783034 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 704384 |
| Employer contributions to plan in this plan year | 2025-09-30 | 57801 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 4438 |
| 2024 : CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 206626 |
| Net assets as of the end of the plan year | 2024-10-09 | 704384 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 773141 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 126000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 43001 |
| Other income to plan in this plan year | 2024-10-09 | 38409 |
| Plan net income in this plan year | 2024-10-09 | -68757 |
| Net assets as of the end of the plan year | 2024-10-09 | 704384 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 773141 |
| Employer contributions to plan in this plan year | 2024-10-09 | 56459 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 5068 |
| 2022 : CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-16 | 15017 |
| Net assets as of the end of the plan year | 2022-09-16 | 1255118 |
| Total assets as of the beginning of the plan year | 2022-09-16 | 1504847 |
| Value of plan covered by a fidelity bond | 2022-09-16 | 100000 |
| Participant contributions to plan in this plan year | 2022-09-16 | 39000 |
| Other income to plan in this plan year | 2022-09-16 | -326736 |
| Plan net income in this plan year | 2022-09-16 | -249729 |
| Net assets as of the end of the plan year | 2022-09-16 | 1255118 |
| Net assets as of the beginning of the plan year | 2022-09-16 | 1504847 |
| Employer contributions to plan in this plan year | 2022-09-16 | 53024 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-16 | 12487 |
| 2010 : CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $86,824 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,260 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $135 |
| Total plan assets at end of year | 2010-12-31 | $230,522 |
| Total plan assets at beginning of year | 2010-12-31 | $144,958 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,500 |
| 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 | $20,460 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $85,564 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $230,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $144,958 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $33,864 |
| 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 | $1,125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: CALIFORNIA HEART SPECIALISTS, INC. 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CALIFORNIA HEART SPECIALISTS, INC. 401K 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 |
