401k Plan data: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST plan

CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Life insurance

401k Sponsoring company profile

CARDIOVASCULAR CONSULTANTS, PA has sponsored the creation of one or more 401k plans.

Company Name: CARDIOVASCULAR CONSULTANTS, PA

Employer identification number (EIN): 592741614

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 CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 ENRIQUE RODRIGUEZ-PAZ 2019-01-08
002 2017-01-01 ENRIQUE RODRIGUEZ-PAZ 2018-10-15
002 2016-01-01 ENRIQUE RODRIGUEZ-PAZ 2017-07-18
002 2015-01-01 ENRIQUE RODRIGUEZ-PAZ 2016-07-26
002 2014-01-01 ENRIQUE RODRIGUEZ-PAZ 2015-07-20
002 2013-01-01 ENRIQUE RODRIGUEZ-PAZ 2014-07-01
002 2012-01-01 ENRIQUE RODRIGUEZ-PAZ 2013-08-29
002 2011-01-01 ENRIQUE RODRIGUEZ-PAZ 2013-08-30
002 2009-01-01 ENRIQUE RODRIGUEZ-PAZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	ENRIQUE RODRIGUEZ-PAZ	2019-01-08
002	2017-01-01	ENRIQUE RODRIGUEZ-PAZ	2018-10-15
002	2016-01-01	ENRIQUE RODRIGUEZ-PAZ	2017-07-18
002	2015-01-01	ENRIQUE RODRIGUEZ-PAZ	2016-07-26
002	2014-01-01	ENRIQUE RODRIGUEZ-PAZ	2015-07-20
002	2013-01-01	ENRIQUE RODRIGUEZ-PAZ	2014-07-01
002	2012-01-01	ENRIQUE RODRIGUEZ-PAZ	2013-08-29
002	2011-01-01	ENRIQUE RODRIGUEZ-PAZ	2013-08-30
002	2009-01-01	ENRIQUE RODRIGUEZ-PAZ

Plan Statistics for CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2016: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 3,120,290
Acturial value of plan assets 2016-12-31 3,120,290
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 24,149
Active participant vested funding target 2016-12-31 2,756,342
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 2,906,070
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 2,930,219
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 311,544
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 311,544
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 303,787
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 252
Net shortfall amortization installment of oustanding balance 2016-12-31 113,716
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 19,041
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 19,041
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	3,120,290
Acturial value of plan assets	2016-12-31	3,120,290
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	24,149
Active participant vested funding target	2016-12-31	2,756,342
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	2,906,070
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	2,930,219
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	311,544
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	311,544
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	303,787
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	252
Net shortfall amortization installment of oustanding balance	2016-12-31	113,716
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	19,041
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	19,041
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2010 : CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$273,266
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,367,662
Total plan assets at beginning of year	2010-12-31	$2,094,396
Value of fidelity bond covering the plan	2010-12-31	$0
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$88,296
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$273,266
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,367,662
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,094,396
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$184,970
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST

2009: CARDIOVASCULAR CONSULTANTS PA DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0328740

Policy instance

Insurance contract or identification number	0328740
Number of Individuals Covered	15
Total amount of commissions paid to insurance broker	USD $8,409
Total amount of fees paid to insurance company	USD $1,749
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARDIOVASCULAR CONSULTANTS, PA
Employer identification number (EIN):	592741614
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)