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CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR ASSOCIATES, P.C.
Employer identification number (EIN):381898736
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 ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01DR. JUAN ROJAS2014-07-28
0012012-01-01DR. JUAN ROJAS2013-05-30
0012011-01-01LYNDA WILKINSON2012-04-30
0012010-01-01JUAN ROJAS JUAN ROJAS2011-09-28
0012009-01-01JUAN ROJAS

Plan Statistics for CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2025: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1422
Total number of particpants at end of year2025-10-1420
Number of Participants With Account Balances2025-10-1420
2024: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0623
Total number of particpants at end of year2024-10-0622
Number of Participants With Account Balances2024-10-0620
2022: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0625
Total number of particpants at end of year2022-10-0622
Number of Participants With Account Balances2022-10-0622
2010: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0143
Number of participants with account balances2010-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2025 : CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-14102708
Net assets as of the end of the plan year2025-10-143666897
Total assets as of the beginning of the plan year2025-10-143347549
Value of plan covered by a fidelity bond2025-10-141000000
Participant contributions to plan in this plan year2025-10-1478345
Other income to plan in this plan year2025-10-14343711
Plan net income in this plan year2025-10-14319348
Net assets as of the end of the plan year2025-10-143666897
Net assets as of the beginning of the plan year2025-10-143347549
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14125
2024 : CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0615657489
Net assets as of the end of the plan year2024-10-063347549
Total assets as of the beginning of the plan year2024-10-0617271762
Value of plan covered by a fidelity bond2024-10-061000000
Participant contributions to plan in this plan year2024-10-0670201
Other income to plan in this plan year2024-10-061644960
Plan net income in this plan year2024-10-06-13924213
Net assets as of the end of the plan year2024-10-063347549
Net assets as of the beginning of the plan year2024-10-0617271762
Employer contributions to plan in this plan year2024-10-0618115
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0625
2022 : CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-06901236
Net assets as of the end of the plan year2022-10-0620237072
Total assets as of the beginning of the plan year2022-10-0618895350
Value of plan covered by a fidelity bond2022-10-061000000
Participant contributions to plan in this plan year2022-10-0665962
Value of participant loans at end of plan year2022-10-064524
Other income to plan in this plan year2022-10-062114556
Plan net income in this plan year2022-10-061341722
Net assets as of the end of the plan year2022-10-0620237072
Net assets as of the beginning of the plan year2022-10-0618895350
Employer contributions to plan in this plan year2022-10-0662440
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0625
2010 : CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$264,377
Expenses. Total of all expenses incurred2010-12-31$46,348
Benefits paid (including direct rollovers)2010-12-31$46,248
Total plan assets at end of year2010-12-31$1,231,452
Total plan assets at beginning of year2010-12-31$1,013,423
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$79,111
Expenses. Other expenses not covered elsewhere2010-12-31$100
Other income received2010-12-31$80,720
Net income (gross income less expenses)2010-12-31$218,029
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,231,452
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,013,423
Assets. Value of participant loans2010-12-31$7,482
Total contributions received or receivable from employer(s)2010-12-31$104,546

Form 5500 Responses for CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN

2010: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9449
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number937174
Policy instance 2

Potentially related plans

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