401k Plan data: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN plan

ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 401k Plan overview

Plan Name	ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
Plan identification number	001

ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS has sponsored the creation of one or more 401k plans.

Company Name: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS

Employer identification number (EIN): 330638112

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRIAN PALAFOX
001 2016-01-01 BRIAN PALAFOX
001 2015-01-01 BRIAN PALAFOX
001 2014-01-01 BRIAN PALAFOX
001 2013-01-01 BRIAN PALAFOX
001 2012-01-01 BRIAN PALAFOX
001 2011-01-01 BRIAN PALAFOX
001 2010-01-01 BRIAN PALAFOX
001 2009-01-01 BRIAN PALAFOX

Plan Statistics for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

401k plan membership statisitcs for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Measure Date Value
2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 2
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 2
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
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 1
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 17
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 2
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	2
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	2
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
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	1
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	17
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	2
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

Measure	Date	Value
2022 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$1,148
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$1,399
Total income from all sources	2022-12-31	$-727,340
Expenses. Total of all expenses incurred	2022-12-31	$90,588
Benefits paid (including direct rollovers)	2022-12-31	$72,419
Total plan assets at end of year	2022-12-31	$4,269,532
Total plan assets at beginning of year	2022-12-31	$5,087,711
Value of fidelity bond covering the plan	2022-12-31	$336,000
Total contributions received or receivable from participants	2022-12-31	$74,500
Other income received	2022-12-31	$-858,388
Net income (gross income less expenses)	2022-12-31	$-817,928
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,269,532
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,086,312
Total contributions received or receivable from employer(s)	2022-12-31	$56,548
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,169
2021 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$1,399
Total plan liabilities at beginning of year	2021-12-31	$1,399
Total income from all sources	2021-12-31	$894,677
Expenses. Total of all expenses incurred	2021-12-31	$48,240
Benefits paid (including direct rollovers)	2021-12-31	$13,728
Total plan assets at end of year	2021-12-31	$5,087,711
Total plan assets at beginning of year	2021-12-31	$4,241,274
Value of fidelity bond covering the plan	2021-12-31	$508,632
Total contributions received or receivable from participants	2021-12-31	$71,500
Contributions received from other sources (not participants or employers)	2021-12-31	$89,528
Other income received	2021-12-31	$622,367
Net income (gross income less expenses)	2021-12-31	$846,437
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,086,312
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,239,875
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$149,736
Total contributions received or receivable from employer(s)	2021-12-31	$111,282
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$1,399
Total plan liabilities at beginning of year	2020-12-31	$1,658
Total income from all sources	2020-12-31	$281,809
Expenses. Total of all expenses incurred	2020-12-31	$92,528
Benefits paid (including direct rollovers)	2020-12-31	$74,509
Total plan assets at end of year	2020-12-31	$4,241,274
Total plan assets at beginning of year	2020-12-31	$4,052,252
Value of fidelity bond covering the plan	2020-12-31	$405,059
Total contributions received or receivable from participants	2020-12-31	$71,500
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$183,482
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$189,281
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,239,875
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,050,594
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$149,736
Total contributions received or receivable from employer(s)	2020-12-31	$26,827
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$18,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,658
Total plan liabilities at beginning of year	2019-12-31	$1,399
Total income from all sources	2019-12-31	$708,519
Expenses. Total of all expenses incurred	2019-12-31	$885,678
Benefits paid (including direct rollovers)	2019-12-31	$866,413
Total plan assets at end of year	2019-12-31	$4,052,252
Total plan assets at beginning of year	2019-12-31	$4,229,152
Value of fidelity bond covering the plan	2019-12-31	$422,775
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$0
Noncash contributions received	2019-12-31	$701,520
Net income (gross income less expenses)	2019-12-31	$-177,159
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,050,594
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,227,753
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$152,635
Total contributions received or receivable from employer(s)	2019-12-31	$6,999
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$19,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,399
Total plan liabilities at beginning of year	2018-12-31	$1,399
Total income from all sources	2018-12-31	$-296,538
Expenses. Total of all expenses incurred	2018-12-31	$9,082
Benefits paid (including direct rollovers)	2018-12-31	$8,832
Total plan assets at end of year	2018-12-31	$4,229,152
Total plan assets at beginning of year	2018-12-31	$4,534,772
Value of fidelity bond covering the plan	2018-12-31	$453,337
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-296,538
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-305,620
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,227,753
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,533,373
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$149,182
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$1,399
Total plan liabilities at beginning of year	2017-12-31	$1,399
Total income from all sources	2017-12-31	$529,986
Expenses. Total of all expenses incurred	2017-12-31	$94,138
Benefits paid (including direct rollovers)	2017-12-31	$77,369
Total plan assets at end of year	2017-12-31	$4,534,772
Total plan assets at beginning of year	2017-12-31	$4,098,924
Value of fidelity bond covering the plan	2017-12-31	$409,752
Total contributions received or receivable from participants	2017-12-31	$38,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$478,517
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$435,848
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,533,373
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,097,525
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$158,147
Total contributions received or receivable from employer(s)	2017-12-31	$13,469
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,769
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,399
Total plan liabilities at beginning of year	2016-12-31	$1,324
Total income from all sources	2016-12-31	$438,317
Expenses. Total of all expenses incurred	2016-12-31	$266,510
Benefits paid (including direct rollovers)	2016-12-31	$252,524
Total plan assets at end of year	2016-12-31	$4,098,924
Total plan assets at beginning of year	2016-12-31	$3,927,042
Value of fidelity bond covering the plan	2016-12-31	$409,778
Total contributions received or receivable from participants	2016-12-31	$85,090
Other income received	2016-12-31	$320,937
Net income (gross income less expenses)	2016-12-31	$171,807
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,097,525
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,925,718
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$156,206
Total contributions received or receivable from employer(s)	2016-12-31	$32,290
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,986
2015 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,324
Total income from all sources	2015-12-31	$65,638
Expenses. Total of all expenses incurred	2015-12-31	$15,379
Benefits paid (including direct rollovers)	2015-12-31	$1,174
Total plan assets at end of year	2015-12-31	$3,927,042
Total plan assets at beginning of year	2015-12-31	$3,875,459
Value of fidelity bond covering the plan	2015-12-31	$387,546
Total contributions received or receivable from participants	2015-12-31	$100,268
Other income received	2015-12-31	$-34,630
Net income (gross income less expenses)	2015-12-31	$50,259
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,925,718
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,875,459
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$160,639
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,205
2014 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$419,182
Expenses. Total of all expenses incurred	2014-12-31	$366,268
Benefits paid (including direct rollovers)	2014-12-31	$352,590
Total plan assets at end of year	2014-12-31	$3,875,459
Total plan assets at beginning of year	2014-12-31	$3,822,545
Value of fidelity bond covering the plan	2014-12-31	$382,255
Total contributions received or receivable from participants	2014-12-31	$120,140
Other income received	2014-12-31	$299,042
Net income (gross income less expenses)	2014-12-31	$52,914
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,875,459
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,822,545
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$168,344
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,678
2013 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$463,670
Expenses. Total of all expenses incurred	2013-12-31	$80,958
Benefits paid (including direct rollovers)	2013-12-31	$68,714
Total plan assets at end of year	2013-12-31	$3,822,545
Total plan assets at beginning of year	2013-12-31	$3,439,833
Value of fidelity bond covering the plan	2013-12-31	$343,983
Total contributions received or receivable from participants	2013-12-31	$169,093
Other income received	2013-12-31	$234,834
Net income (gross income less expenses)	2013-12-31	$382,712
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,822,545
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,439,833
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$131,490
Total contributions received or receivable from employer(s)	2013-12-31	$59,743
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,244
2012 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$13,378
Total income from all sources	2012-12-31	$481,906
Expenses. Total of all expenses incurred	2012-12-31	$41,178
Benefits paid (including direct rollovers)	2012-12-31	$28,395
Total plan assets at end of year	2012-12-31	$3,439,833
Total plan assets at beginning of year	2012-12-31	$3,012,483
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$162,523
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$310,993
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$440,728
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,439,833
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,999,105
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$100,000
Total contributions received or receivable from employer(s)	2012-12-31	$8,390
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,783
2011 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$13,378
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$198,563
Expenses. Total of all expenses incurred	2011-12-31	$37,002
Benefits paid (including direct rollovers)	2011-12-31	$25,000
Total plan assets at end of year	2011-12-31	$3,012,483
Total plan assets at beginning of year	2011-12-31	$2,837,544
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$174,190
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-56,042
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$161,561
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,999,105
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,837,544
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$248,000
Total contributions received or receivable from employer(s)	2011-12-31	$80,415
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,002
2010 : ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$563,689
Expenses. Total of all expenses incurred	2010-12-31	$88,905
Benefits paid (including direct rollovers)	2010-12-31	$77,388
Total plan assets at end of year	2010-12-31	$2,837,544
Total plan assets at beginning of year	2010-12-31	$2,362,760
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$141,262
Contributions received from other sources (not participants or employers)	2010-12-31	$89,896
Other income received	2010-12-31	$241,464
Net income (gross income less expenses)	2010-12-31	$474,784
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,837,544
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,362,760
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$250,000
Total contributions received or receivable from employer(s)	2010-12-31	$91,067
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,517

Form 5500 Responses for ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN

2022: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS
Employer identification number (EIN):	330638112
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)