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CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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

CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC
Employer identification number (EIN):274338736
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HEATHER STEWART2024-10-10
0022022-01-01HEATHER STEWART2024-10-30
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SAM EBRAHIMI, M.D.2015-07-09
0022013-01-01NAVEEN AURORA2014-07-08

Financial Data on CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-071097
Net assets as of the end of the plan year2025-10-073635913
Total assets as of the beginning of the plan year2025-10-072586188
Value of plan covered by a fidelity bond2025-10-07259000
Participant contributions to plan in this plan year2025-10-070
Other expenses paid from plan in this plan year2025-10-071097
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-07650822
Plan net income in this plan year2025-10-071049725
Net assets as of the end of the plan year2025-10-073635913
Net assets as of the beginning of the plan year2025-10-072586188
Employer contributions to plan in this plan year2025-10-07400000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-070
2024 : CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1048006
Net assets as of the end of the plan year2024-10-102586188
Total assets as of the beginning of the plan year2024-10-102211422
Participant contributions to plan in this plan year2024-10-100
Other expenses paid from plan in this plan year2024-10-1048006
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10422772
Plan net income in this plan year2024-10-10374766
Net assets as of the end of the plan year2024-10-102586188
Net assets as of the beginning of the plan year2024-10-102211422
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100
2022 : CALIFORNIA INSTITUTE FOR CARDIOVASCULAR AND LASER VEIN SURGERY, PC DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10108237
Net assets as of the end of the plan year2022-10-102983750
Total assets as of the beginning of the plan year2022-10-102527208
Value of plan covered by a fidelity bond2022-10-10252721
Participant contributions to plan in this plan year2022-10-100
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-10364779
Plan net income in this plan year2022-10-10456542
Net assets as of the end of the plan year2022-10-102983750
Net assets as of the beginning of the plan year2022-10-102527208
Employer contributions to plan in this plan year2022-10-10200000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1022750

Potentially related plans

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