401k Plan data: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST plan

CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401K PSP has sponsored the creation of one or more 401k plans.

Company Name: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401K PSP

Employer identification number (EIN): 421102968

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 THOMAS J. BOLLINGER
002 2011-01-01 RUTH MACKE
002 2010-01-01 VLADIMIR C ADLOFF
002 2009-01-01 VLADIMIR C ADLOFF

Plan Statistics for CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-05-07 9
Total number of particpants at end of year 2025-05-07 9
Number of Participants With Account Balances 2025-05-07 9
2024: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-25 9
Total number of particpants at end of year 2024-04-25 9
Number of Participants With Account Balances 2024-04-25 9
2022: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-10-12 8
Total number of particpants at end of year 2022-10-12 7
Number of Participants With Account Balances 2022-10-12 7
2014: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2025: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-05-07	9
Total number of particpants at end of year	2025-05-07	9
Number of Participants With Account Balances	2025-05-07	9
2024: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-25	9
Total number of particpants at end of year	2024-04-25	9
Number of Participants With Account Balances	2024-04-25	9
2022: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-10-12	8
Total number of particpants at end of year	2022-10-12	7
Number of Participants With Account Balances	2022-10-12	7
2014: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-07	0
Net assets as of the end of the plan year	2025-05-07	4465597
Total assets as of the beginning of the plan year	2025-05-07	3461813
Value of plan covered by a fidelity bond	2025-05-07	500000
Participant contributions to plan in this plan year	2025-05-07	219485
Other expenses paid from plan in this plan year	2025-05-07	0
Other income to plan in this plan year	2025-05-07	624522
Plan net income in this plan year	2025-05-07	1003784
Net assets as of the end of the plan year	2025-05-07	4465597
Net assets as of the beginning of the plan year	2025-05-07	3461813
Employer contributions to plan in this plan year	2025-05-07	159777
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-07	0
2024 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-04-25	0
Total expenses incurred by plan in this plan year	2024-04-25	0
Net assets as of the end of the plan year	2024-04-25	3461813
Total assets as of the beginning of the plan year	2024-04-25	2554451
Value of plan covered by a fidelity bond	2024-04-25	500000
Participant contributions to plan in this plan year	2024-04-25	206653
Other expenses paid from plan in this plan year	2024-04-25	0
Other income to plan in this plan year	2024-04-25	548273
Plan net income in this plan year	2024-04-25	907362
Net assets as of the end of the plan year	2024-04-25	3461813
Net assets as of the beginning of the plan year	2024-04-25	2554451
Employer contributions to plan in this plan year	2024-04-25	152436
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-25	0
2022 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-12	197187
Net assets as of the end of the plan year	2022-10-12	2764976
Total assets as of the beginning of the plan year	2022-10-12	2194240
Value of plan covered by a fidelity bond	2022-10-12	500000
Participant contributions to plan in this plan year	2022-10-12	158835
Other expenses paid from plan in this plan year	2022-10-12	0
Other income to plan in this plan year	2022-10-12	436586
Plan net income in this plan year	2022-10-12	570736
Net assets as of the end of the plan year	2022-10-12	2764976
Net assets as of the beginning of the plan year	2022-10-12	2194240
Employer contributions to plan in this plan year	2022-10-12	172502
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-12	0
2014 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$626,683
Expenses. Total of all expenses incurred	2014-12-31	$9,225
Total plan assets at end of year	2014-12-31	$5,067,351
Total plan assets at beginning of year	2014-12-31	$4,449,893
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$9,225
Other income received	2014-12-31	$330,430
Net income (gross income less expenses)	2014-12-31	$617,458
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,067,351
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,449,893
Total contributions received or receivable from employer(s)	2014-12-31	$296,253
2013 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$909,604
Expenses. Total of all expenses incurred	2013-12-31	$8,501
Total plan assets at end of year	2013-12-31	$4,449,893
Total plan assets at beginning of year	2013-12-31	$3,548,790
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,501
Contributions received from other sources (not participants or employers)	2013-12-31	$6,655
Other income received	2013-12-31	$613,126
Net income (gross income less expenses)	2013-12-31	$901,103
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,449,893
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,548,790
Total contributions received or receivable from employer(s)	2013-12-31	$289,823
2012 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$604,275
Expenses. Total of all expenses incurred	2012-12-31	$481,775
Benefits paid (including direct rollovers)	2012-12-31	$473,017
Total plan assets at end of year	2012-12-31	$3,548,790
Total plan assets at beginning of year	2012-12-31	$3,426,290
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,758
Other income received	2012-12-31	$343,956
Net income (gross income less expenses)	2012-12-31	$122,500
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,548,790
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,426,290
Total contributions received or receivable from employer(s)	2012-12-31	$260,319
2011 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$624
Total income from all sources	2011-12-31	$154,752
Expenses. Total of all expenses incurred	2011-12-31	$81,092
Benefits paid (including direct rollovers)	2011-12-31	$71,129
Total plan assets at end of year	2011-12-31	$3,426,290
Total plan assets at beginning of year	2011-12-31	$3,353,254
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-135,830
Net income (gross income less expenses)	2011-12-31	$73,660
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,426,290
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,352,630
Total contributions received or receivable from employer(s)	2011-12-31	$290,582
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,963
2010 : CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$624
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$631,633
Expenses. Total of all expenses incurred	2010-12-31	$32,583
Benefits paid (including direct rollovers)	2010-12-31	$22,194
Total plan assets at end of year	2010-12-31	$3,353,254
Total plan assets at beginning of year	2010-12-31	$2,753,580
Value of fidelity bond covering the plan	2010-12-31	$750,000
Other income received	2010-12-31	$368,165
Net income (gross income less expenses)	2010-12-31	$599,050
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,352,630
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,753,580
Total contributions received or receivable from employer(s)	2010-12-31	$263,468
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,389

Form 5500 Responses for CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

2014: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 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: CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CEDAR VALLEY PATHOLOGISTS, PC SAFE HARBOR 401K PSP
Employer identification number (EIN):	421102968
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	THOMAS J. BOLLINGER
002	2011-01-01	RUTH MACKE
002	2010-01-01	VLADIMIR C ADLOFF
002	2009-01-01	VLADIMIR C ADLOFF