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CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST 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
  • 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.
  • 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 INSTITUTE, PC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR INSTITUTE, PC
Employer identification number (EIN):461771768
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 INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RAM SHARMA2024-09-30
0012022-01-01RAM SHARMA2023-10-11 RAM SHARMA2023-10-11
0012021-01-01RAM SHARMA2022-10-11 RAM SHARMA2022-10-11
0012020-01-01RAM SHARMA2021-10-15 RAM SHARMA2021-10-15
0012019-01-01RAM SHARMA2020-10-15 RAM SHARMA2020-10-15
0012018-01-01RAM SHARMA2019-10-10 RAM SHARMA2019-10-10
0012017-01-01RAM SHARMA2018-10-15 RAM SHARMA2018-10-15
0012016-01-01RAM SHARMA2017-10-15 RAM SHARMA2017-10-15
0012015-01-01RAM SHARMA2016-10-17 RAM SHARMA2016-10-17

Financial Data on CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-01526159
Total assets as of the beginning of the plan year2024-10-01455365
Participant contributions to plan in this plan year2024-10-0130000
Other expenses paid from plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0139821
Plan net income in this plan year2024-10-0170794
Net assets as of the end of the plan year2024-10-01526159
Net assets as of the beginning of the plan year2024-10-01455365
Employer contributions to plan in this plan year2024-10-01973
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : CARDIOVASCULAR INSTITUTE, PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-11436657
Total assets as of the beginning of the plan year2022-10-11375050
Value of plan covered by a fidelity bond2022-10-1137505
Participant contributions to plan in this plan year2022-10-1148000
Other expenses paid from plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1110401
Plan net income in this plan year2022-10-1161607
Net assets as of the end of the plan year2022-10-11436657
Net assets as of the beginning of the plan year2022-10-11375050
Employer contributions to plan in this plan year2022-10-113206
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110

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