401k Plan data: CARDIOVASCULAR WELLNESS RETIREMENT PLAN plan

CARDIOVASCULAR WELLNESS RETIREMENT PLAN 401k Plan overview

Plan Name	CARDIOVASCULAR WELLNESS RETIREMENT PLAN
Plan identification number	001

CARDIOVASCULAR WELLNESS RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

CARDIOVASCULAR WELLNESS LLC has sponsored the creation of one or more 401k plans.

Company Name: CARDIOVASCULAR WELLNESS LLC

Employer identification number (EIN): 270919854

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR WELLNESS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 GHASSAN CHEHADE 2022-10-16 GHASSAN CHEHADE 2022-10-16
001 2020-01-01 GHASSAN CHEHADE 2021-10-14 GHASSAN CHEHADE 2021-10-14
001 2019-01-01 GHASSAN CHEHADE 2020-10-13 GHASSAN CHEHADE 2020-10-13
001 2018-01-01 GHASSAN CHEHADE 2019-10-06 GHASSAN CHEHADE 2019-10-06
001 2017-01-01 GHASSAN CHEHADE 2018-10-01 GHASSAN CHEHADE 2018-10-01
001 2016-01-01 GHASSAN CHEHADE 2017-10-15 GHASSAN CHEHADE 2017-10-15
001 2015-01-01 GHASSAN CHEHADE 2016-10-06 GHASSAN CHEHADE 2016-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	GHASSAN CHEHADE	2022-10-16	GHASSAN CHEHADE	2022-10-16
001	2020-01-01	GHASSAN CHEHADE	2021-10-14	GHASSAN CHEHADE	2021-10-14
001	2019-01-01	GHASSAN CHEHADE	2020-10-13	GHASSAN CHEHADE	2020-10-13
001	2018-01-01	GHASSAN CHEHADE	2019-10-06	GHASSAN CHEHADE	2019-10-06
001	2017-01-01	GHASSAN CHEHADE	2018-10-01	GHASSAN CHEHADE	2018-10-01
001	2016-01-01	GHASSAN CHEHADE	2017-10-15	GHASSAN CHEHADE	2017-10-15
001	2015-01-01	GHASSAN CHEHADE	2016-10-06	GHASSAN CHEHADE	2016-10-06

Plan Statistics for CARDIOVASCULAR WELLNESS RETIREMENT PLAN

401k plan membership statisitcs for CARDIOVASCULAR WELLNESS RETIREMENT PLAN

Measure Date Value
2025: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-01 3
Total number of particpants at end of year 2025-10-01 3
2024: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-08 3
Total number of particpants at end of year 2024-07-08 3
2022: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,348,859
Acturial value of plan assets 2022-12-31 1,348,859
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 141,844
Active participant vested funding target 2022-12-31 1,089,600
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,089,600
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 1,231,444
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 79,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 84,357
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 125,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 93,320
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 102,348
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 93,320
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,099,281
Acturial value of plan assets 2021-12-31 1,099,281
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 140,265
Active participant vested funding target 2021-12-31 977,943
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 977,943
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,118,208
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 65,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 69,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 100,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 99,555
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 4,831
Net shortfall amortization installment of oustanding balance 2021-12-31 18,927
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 19,656
Additional cash requirement 2021-12-31 19,656
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 99,555
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 826,510
Acturial value of plan assets 2020-12-31 826,510
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 115,539
Active participant vested funding target 2020-12-31 798,962
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 798,962
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 914,501
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 53,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 56,898
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 100,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 95,302
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 6,725
Net shortfall amortization installment of oustanding balance 2020-12-31 87,991
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 29,674
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 29,674
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 95,302
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 636,805
Acturial value of plan assets 2019-12-31 636,805
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 800,107
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 804,534
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 804,534
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 4,190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 4,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 100,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 98,117
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 12,792
Net shortfall amortization installment of oustanding balance 2019-12-31 167,729
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 44,399
Additional cash requirement 2019-12-31 44,399
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 98,117
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 561,730
Acturial value of plan assets 2018-12-31 561,730
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 642,826
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 649,450
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 649,450
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 39
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 41
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 200,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 95,306
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 74,591
Net shortfall amortization installment of oustanding balance 2018-12-31 87,720
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 91,116
Additional cash requirement 2018-12-31 91,116
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 95,306
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 412,038
Acturial value of plan assets 2017-12-31 412,038
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 471,643
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 478,186
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 478,186
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 2,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 100,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 94,333
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 82,651
Net shortfall amortization installment of oustanding balance 2017-12-31 66,148
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 94,294
Additional cash requirement 2017-12-31 94,294
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 94,333
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 312,685
Acturial value of plan assets 2016-12-31 312,685
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 336,837
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 352,865
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 352,865
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 6,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 6,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 90,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 86,235
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 77,282
Net shortfall amortization installment of oustanding balance 2016-12-31 40,180
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 83,921
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 83,921
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 86,235
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-01	3
Total number of particpants at end of year	2025-10-01	3
2024: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-08	3
Total number of particpants at end of year	2024-07-08	3
2022: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,348,859
Acturial value of plan assets	2022-12-31	1,348,859
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	141,844
Active participant vested funding target	2022-12-31	1,089,600
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,089,600
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	1,231,444
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	79,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	84,357
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	125,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	93,320
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	102,348
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	93,320
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,099,281
Acturial value of plan assets	2021-12-31	1,099,281
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	140,265
Active participant vested funding target	2021-12-31	977,943
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	977,943
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,118,208
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	65,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	69,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	100,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	99,555
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	4,831
Net shortfall amortization installment of oustanding balance	2021-12-31	18,927
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	19,656
Additional cash requirement	2021-12-31	19,656
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	99,555
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	826,510
Acturial value of plan assets	2020-12-31	826,510
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	115,539
Active participant vested funding target	2020-12-31	798,962
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	798,962
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	914,501
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	53,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	56,898
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	100,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	95,302
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	6,725
Net shortfall amortization installment of oustanding balance	2020-12-31	87,991
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	29,674
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	29,674
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	95,302
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	636,805
Acturial value of plan assets	2019-12-31	636,805
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	800,107
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	804,534
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	804,534
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	4,190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	100,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	98,117
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	12,792
Net shortfall amortization installment of oustanding balance	2019-12-31	167,729
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	44,399
Additional cash requirement	2019-12-31	44,399
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	98,117
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	561,730
Acturial value of plan assets	2018-12-31	561,730
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	642,826
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	649,450
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	649,450
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	39
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	41
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	200,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	95,306
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	74,591
Net shortfall amortization installment of oustanding balance	2018-12-31	87,720
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	91,116
Additional cash requirement	2018-12-31	91,116
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	95,306
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	412,038
Acturial value of plan assets	2017-12-31	412,038
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	471,643
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	478,186
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	478,186
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	2,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	94,333
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	82,651
Net shortfall amortization installment of oustanding balance	2017-12-31	66,148
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	94,294
Additional cash requirement	2017-12-31	94,294
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	94,333
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	312,685
Acturial value of plan assets	2016-12-31	312,685
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	336,837
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	352,865
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	352,865
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	6,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	6,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	90,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	86,235
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	77,282
Net shortfall amortization installment of oustanding balance	2016-12-31	40,180
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	83,921
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	83,921
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	86,235
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on CARDIOVASCULAR WELLNESS RETIREMENT PLAN

Measure	Date	Value
2025 : CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-01	0
Total liabilities as of the end of the plan year	2025-10-01	0
Total liabilities as of the beginning of the plan year	2025-10-01	0
Total expenses incurred by plan in this plan year	2025-10-01	0
Net assets as of the end of the plan year	2025-10-01	2088405
Total assets as of the beginning of the plan year	2025-10-01	1664270
Value of plan covered by a fidelity bond	2025-10-01	40000
Participant contributions to plan in this plan year	2025-10-01	0
Other expenses paid from plan in this plan year	2025-10-01	0
Other contributions to plan in this plan year	2025-10-01	0
Other income to plan in this plan year	2025-10-01	299135
Plan net income in this plan year	2025-10-01	424135
Net assets as of the end of the plan year	2025-10-01	2088405
Net assets as of the beginning of the plan year	2025-10-01	1664270
Employer contributions to plan in this plan year	2025-10-01	125000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-01	0
2024 : CARDIOVASCULAR WELLNESS RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-08	0
Total liabilities as of the beginning of the plan year	2024-07-08	0
Total expenses incurred by plan in this plan year	2024-07-08	0
Net assets as of the end of the plan year	2024-07-08	1664270
Total assets as of the beginning of the plan year	2024-07-08	1244043
Value of plan covered by a fidelity bond	2024-07-08	40000
Participant contributions to plan in this plan year	2024-07-08	0
Other expenses paid from plan in this plan year	2024-07-08	0
Other contributions to plan in this plan year	2024-07-08	0
Other income to plan in this plan year	2024-07-08	270227
Plan net income in this plan year	2024-07-08	420227
Net assets as of the end of the plan year	2024-07-08	1664270
Net assets as of the beginning of the plan year	2024-07-08	1244043
Employer contributions to plan in this plan year	2024-07-08	150000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-08	0

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Company Name:	CARDIOVASCULAR WELLNESS LLC
Employer identification number (EIN):	270919854
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)