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CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 401k Plan overview

Plan NameCARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN
Plan identification number 001

CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 CONSULTANTS OF SOUTHWEST FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC.
Employer identification number (EIN):201013520
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-04-15
Company Identification Number: P04000064041
Legal Registered Office Address: 15601 QUEENSFERRY DRIVE

FORT MYERS

33912

More information about CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) 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
0012018-01-01
0012017-01-01
0012016-01-01ELIOT B. HOFFMAN, M.D.2017-02-27
0012015-01-01ELIOT B. HOFFMAN, M.D.2016-07-12
0012014-01-01ELIOT B. HOFFMAN, M.D.2015-05-31
0012013-01-01ELIOT B. HOFFMAN, M.D.2014-07-14 ELIOT B. HOFFMAN, M.D.2014-07-14
0012012-01-01ELIOT B. HOFFMAN, M.D.2013-07-26 ELIOT B. HOFFMAN, M.D.2013-07-26
0012011-01-01ELIOT B. HOFFMAN, M.D.2012-06-15 ELIOT B. HOFFMAN, M.D.2012-06-15
0012010-01-01ELIOT B. HOFFMAN, M.D.2011-08-22 ELIOT B. HOFFMAN, M.D.2011-08-22

Plan Statistics for CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN

401k plan membership statisitcs for CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN

Measure Date Value
2025: CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-169
Total number of particpants at end of year2025-04-168
Number of Participants With Account Balances2025-04-168
2024: CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-087
Total number of particpants at end of year2024-07-0810
Number of Participants With Account Balances2024-07-087
2022: CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-0510
Total number of particpants at end of year2022-08-0510
Number of Participants With Account Balances2022-08-058

Financial Data on CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN

Measure Date Value
2025 : CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-16195915
Net assets as of the end of the plan year2025-04-163348024
Total assets as of the beginning of the plan year2025-04-163273104
Value of plan covered by a fidelity bond2025-04-16300000
Participant contributions to plan in this plan year2025-04-1635694
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-16217101
Plan net income in this plan year2025-04-1674920
Net assets as of the end of the plan year2025-04-163348024
Net assets as of the beginning of the plan year2025-04-163273104
Employer contributions to plan in this plan year2025-04-1618040
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1620915
2024 : CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-0852308
Net assets as of the end of the plan year2024-07-083273104
Total assets as of the beginning of the plan year2024-07-083195622
Value of plan covered by a fidelity bond2024-07-08300000
Participant contributions to plan in this plan year2024-07-0836311
Other expenses paid from plan in this plan year2024-07-080
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-0874231
Plan net income in this plan year2024-07-0877482
Net assets as of the end of the plan year2024-07-083273104
Net assets as of the beginning of the plan year2024-07-083195622
Employer contributions to plan in this plan year2024-07-0819248
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0820308
2022 : CARDIOLOGY CONSULTANTS OF SOUTHWEST FLORIDA, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-050
Total liabilities as of the end of the plan year2022-08-050
Total liabilities as of the beginning of the plan year2022-08-050
Total expenses incurred by plan in this plan year2022-08-05148461
Net assets as of the end of the plan year2022-08-053170075
Total assets as of the beginning of the plan year2022-08-052701964
Value of plan covered by a fidelity bond2022-08-05300000
Participant contributions to plan in this plan year2022-08-0542844
Other expenses paid from plan in this plan year2022-08-050
Other contributions to plan in this plan year2022-08-050
Other income to plan in this plan year2022-08-05551472
Plan net income in this plan year2022-08-05468111
Net assets as of the end of the plan year2022-08-053170075
Net assets as of the beginning of the plan year2022-08-052701964
Employer contributions to plan in this plan year2022-08-0522256
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0518240

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