CARDIOLOGY ASSOCIATES OF BIRMINGHAM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST
401k plan membership statisitcs for CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-30 | 14 |
| Total number of particpants at end of year | 2025-09-30 | 16 |
| Number of Participants With Account Balances | 2025-09-30 | 12 |
| 2024: CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-03-19 | 17 |
| Total number of particpants at end of year | 2024-03-19 | 14 |
| Number of Participants With Account Balances | 2024-03-19 | 12 |
| 2022: CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-08 | 17 |
| Total number of particpants at end of year | 2022-06-08 | 16 |
| Number of Participants With Account Balances | 2022-06-08 | 14 |
| 2009: CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-30 | 146 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 146 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 63865 |
| Net assets as of the end of the plan year | 2025-09-30 | 6301987 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 5364340 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 82788 |
| Other income to plan in this plan year | 2025-09-30 | 907625 |
| Plan net income in this plan year | 2025-09-30 | 937647 |
| Net assets as of the end of the plan year | 2025-09-30 | 6301841 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 5364194 |
| Employer contributions to plan in this plan year | 2025-09-30 | 11099 |
| Fees paid to broker by Benefit Provider | 2025-09-30 | 8778 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 125 |
| 2024 : CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-03-19 | 146 |
| Total liabilities as of the beginning of the plan year | 2024-03-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-19 | 104933 |
| Net assets as of the end of the plan year | 2024-03-19 | 5364340 |
| Total assets as of the beginning of the plan year | 2024-03-19 | 4460085 |
| Value of plan covered by a fidelity bond | 2024-03-19 | 1000000 |
| Participant contributions to plan in this plan year | 2024-03-19 | 77832 |
| Other income to plan in this plan year | 2024-03-19 | 919931 |
| Plan net income in this plan year | 2024-03-19 | 904109 |
| Net assets as of the end of the plan year | 2024-03-19 | 5364194 |
| Net assets as of the beginning of the plan year | 2024-03-19 | 4460085 |
| Employer contributions to plan in this plan year | 2024-03-19 | 11279 |
| Fees paid to broker by Benefit Provider | 2024-03-19 | 7194 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-19 | 251 |
| 2022 : CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-08 | 121181 |
| Net assets as of the end of the plan year | 2022-06-08 | 5684803 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 4957671 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 64377 |
| Value of participant loans at end of plan year | 2022-06-08 | 6308 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 0 |
| Other contributions to plan in this plan year | 2022-06-08 | 0 |
| Other income to plan in this plan year | 2022-06-08 | 774357 |
| Plan net income in this plan year | 2022-06-08 | 727132 |
| Net assets as of the end of the plan year | 2022-06-08 | 5684803 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 4957671 |
| Employer contributions to plan in this plan year | 2022-06-08 | 9579 |
| Fees paid to broker by Benefit Provider | 2022-06-08 | 7847 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-08 | 175 |
| 2009 : CARDIOLOGY ASSOCIATES OF BIRMINGHAM, P.C. 401 (K) PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
