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CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 401k Plan overview

Plan NameCARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST
Plan identification number 002

CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARDIOVASCULAR SPECIALISTS OF TEXAS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR SPECIALISTS OF TEXAS, P.A.
Employer identification number (EIN):264410140
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOVASCULAR SPECIALISTS OF TEXAS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-03-10
Company Identification Number: 0801096563
Legal Registered Office Address: 7215 WYOMING SPRINGS DR STE 100

ROUND ROCK
United States of America (USA)
78681

More information about CARDIOVASCULAR SPECIALISTS OF TEXAS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01ROBERT WOZNIAK
0022011-01-01ROBERT WOZNIAK
0022010-01-01ROBERT WOZNIAK
0022009-01-01ROBERT WOZNIAK

Financial Data on CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST

Measure Date Value
2012 : CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$36,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$78
Total income from all sources (including contributions)2012-12-31$436,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$77,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,981
Value of total assets at end of year2012-12-31$3,982,074
Value of total assets at beginning of year2012-12-31$3,631,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,628
Total interest from all sources2012-12-31$3,846
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$108,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$108,029
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$887
Participant contributions at end of year2012-12-31$49,215
Participant contributions at beginning of year2012-12-31$85,746
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$24,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$78
Other income not declared elsewhere2012-12-31$118,456
Total non interest bearing cash at end of year2012-12-31$3,289
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$358,367
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,953,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,631,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,970,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,888,723
Interest on participant loans2012-12-31$67
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$217,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$217,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$203,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,094
Employer contributions (assets) at end of year2012-12-31$9,008
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$60,163
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$40,908
Contract administrator fees2012-12-31$17,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,949,804
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$393,633
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,289
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PSK LLP
Accountancy firm EIN2012-12-31751486711
2011 : CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,104,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$78
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,999,315
Total income from all sources (including contributions)2011-12-31$166,299
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$149,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,375
Expenses. Certain deemed distributions of participant loans2011-12-31$17,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$175,949
Value of total assets at end of year2011-12-31$3,631,650
Value of total assets at beginning of year2011-12-31$6,718,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,444
Total interest from all sources2011-12-31$620
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,765
Administrative expenses professional fees incurred2011-12-31$2,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$107,441
Participant contributions at end of year2011-12-31$85,746
Participant contributions at beginning of year2011-12-31$103,321
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,060
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,950,821
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$12,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,631,572
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,718,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,888,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,860,734
Interest on participant loans2011-12-31$620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$217,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$443,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$443,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-36,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$68,508
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$6,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,375
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$40,908
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$43,801
Contract administrator fees2011-12-31$5,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$393,633
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$255,344
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$36,215
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PSK LLP
Accountancy firm EIN2011-12-31751486711
2010 : CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,950,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,999,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,881
Total income from all sources (including contributions)2010-12-31$1,635,661
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,079,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,049,744
Value of total corrective distributions2010-12-31$347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$919,325
Value of total assets at end of year2010-12-31$6,718,204
Value of total assets at beginning of year2010-12-31$7,133,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,345
Total interest from all sources2010-12-31$958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,706
Administrative expenses professional fees incurred2010-12-31$5,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$346,315
Participant contributions at end of year2010-12-31$103,321
Participant contributions at beginning of year2010-12-31$122,677
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$101
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,012
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,657
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$371,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,950,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$12,279
Liabilities. Value of operating payables at beginning of year2010-12-31$19,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-443,775
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,718,889
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,113,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,860,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,186,853
Interest on participant loans2010-12-31$958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$443,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$410,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$410,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$712,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$201,910
Employer contributions (assets) at end of year2010-12-31$6,201
Employer contributions (assets) at beginning of year2010-12-31$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,049,744
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$43,801
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$36,964
Contract administrator fees2010-12-31$11,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$255,344
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$363,707
Liabilities. Value of benefit claims payable at end of year2010-12-31$36,215
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PSK LLP
Accountancy firm EIN2010-12-31751486711
2009 : CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 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 CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST

2012: CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR SPECIALISTS OF TEXAS 401(K) PLAN & TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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