401k Plan data: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN plan

WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: WEST PENN CARDIOLOGY ASSOCIATES, PC

Employer identification number (EIN): 251331285

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 JEFFREY S GARRETT
002 2012-01-01 PAMELA MEYER
002 2011-01-01 PAMELA MEYER
002 2009-01-01 PAMELA MEYER PAMELA MEYER 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	JEFFREY S GARRETT
002	2012-01-01	PAMELA MEYER
002	2011-01-01	PAMELA MEYER
002	2009-01-01	PAMELA MEYER	PAMELA MEYER	2010-07-22

Plan Statistics for WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-04-17	$-1,885,904
Expenses. Total of all expenses incurred	2013-04-17	$96,114
Benefits paid (including direct rollovers)	2013-04-17	$93,907
Total plan assets at end of year	2013-04-17	$0
Total plan assets at beginning of year	2013-04-17	$1,982,018
Value of fidelity bond covering the plan	2013-04-17	$1,010,000
Total contributions received or receivable from participants	2013-04-17	$8,320
Other income received	2013-04-17	$-1,971,443
Net income (gross income less expenses)	2013-04-17	$-1,982,018
Net plan assets at end of year (total assets less liabilities)	2013-04-17	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-04-17	$1,982,018
Total contributions received or receivable from employer(s)	2013-04-17	$77,219
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-17	$2,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-17	$0
2012 : WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$379,020
Expenses. Total of all expenses incurred	2012-12-31	$366,980
Benefits paid (including direct rollovers)	2012-12-31	$348,277
Total plan assets at end of year	2012-12-31	$1,982,018
Total plan assets at beginning of year	2012-12-31	$1,969,978
Value of fidelity bond covering the plan	2012-12-31	$1,010,000
Total contributions received or receivable from participants	2012-12-31	$35,119
Other income received	2012-12-31	$268,254
Net income (gross income less expenses)	2012-12-31	$12,040
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,982,018
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,969,978
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$75,647
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$18,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$20,775
Expenses. Total of all expenses incurred	2011-12-31	$72,609
Benefits paid (including direct rollovers)	2011-12-31	$54,098
Total plan assets at end of year	2011-12-31	$1,969,978
Total plan assets at beginning of year	2011-12-31	$2,021,812
Value of fidelity bond covering the plan	2011-12-31	$1,010,000
Total contributions received or receivable from participants	2011-12-31	$58,051
Other income received	2011-12-31	$-121,715
Net income (gross income less expenses)	2011-12-31	$-51,834
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,969,978
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,021,812
Assets. Value of participant loans	2011-12-31	$6,244
Total contributions received or receivable from employer(s)	2011-12-31	$84,439
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$18,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$415,319
Expenses. Total of all expenses incurred	2010-12-31	$1,326,966
Benefits paid (including direct rollovers)	2010-12-31	$1,293,927
Total plan assets at end of year	2010-12-31	$2,021,812
Total plan assets at beginning of year	2010-12-31	$2,933,459
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$56,738
Other income received	2010-12-31	$259,464
Net income (gross income less expenses)	2010-12-31	$-911,647
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,021,812
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,933,459
Assets. Value of participant loans	2010-12-31	$4,215
Total contributions received or receivable from employer(s)	2010-12-31	$99,117
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$33,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING 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

Form 5500 Responses for WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

2013: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WEST PENN CARDIOLOGY ASSOCIATES, PC 401(K) PROFIT SHARING 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WEST PENN CARDIOLOGY ASSOCIATES, PC
Employer identification number (EIN):	251331285
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)