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CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN 401k Plan overview

Plan NameCARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN
Plan identification number 001

CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CARDIOLOGY ASSOCIATES OF CENTRAL BR has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY ASSOCIATES OF CENTRAL BR
Employer identification number (EIN):453820495
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WENDY CARTER2024-05-21
0012022-01-01WENDY CARTER2023-06-22 WENDY CARTER2023-06-22
0012021-01-01WENDY CARTER2022-07-12
0012020-01-01KAREN RICE2022-03-10 LEWIS BEAN2022-03-10
0012019-01-01WENDY CARTER2020-08-31
0012018-01-01WENDY CARTER2019-05-28

Financial Data on CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN

Measure Date Value
2025 : CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-1022431
Net assets as of the end of the plan year2025-06-10327897
Total assets as of the beginning of the plan year2025-06-10256738
Participant contributions to plan in this plan year2025-06-1041821
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-1037094
Plan net income in this plan year2025-06-1071159
Net assets as of the end of the plan year2025-06-10327897
Net assets as of the beginning of the plan year2025-06-10256738
Employer contributions to plan in this plan year2025-06-1014675
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-102871
2024 : CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-214552
Net assets as of the end of the plan year2024-05-21256738
Total assets as of the beginning of the plan year2024-05-21165641
Participant contributions to plan in this plan year2024-05-2145036
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-2133335
Plan net income in this plan year2024-05-2191097
Net assets as of the end of the plan year2024-05-21256738
Net assets as of the beginning of the plan year2024-05-21165641
Employer contributions to plan in this plan year2024-05-2117278
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-211923
2022 : CARDIOLOGY ASSOCIATES OF CENTRAL BREVARD 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-120
Total expenses incurred by plan in this plan year2022-07-121531
Net assets as of the end of the plan year2022-07-12203579
Total assets as of the beginning of the plan year2022-07-12137128
Participant contributions to plan in this plan year2022-07-1236526
Other expenses paid from plan in this plan year2022-07-120
Other contributions to plan in this plan year2022-07-120
Other income to plan in this plan year2022-07-1217788
Plan net income in this plan year2022-07-1266451
Net assets as of the end of the plan year2022-07-12203579
Net assets as of the beginning of the plan year2022-07-12137128
Employer contributions to plan in this plan year2022-07-1213668
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-121531

Potentially related plans

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