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CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 401k Plan overview

Plan NameCARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN
Plan identification number 001

CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC
Employer identification number (EIN):631059761
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 WEST ALABAMA, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SAKINA A. KAMAL
0012013-01-01WARREN H. HOLLEY, M.D
0012012-01-01WARREN H. HOLLEY, M.D
0012011-01-01WARREN H. HOLLEY, M.D
0012010-01-01WARREN H. HOLLEY, M.D.
0012009-01-01DAVID R. MAURITSON

Financial Data on CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN

Measure Date Value
2025 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-24110256
Net assets as of the end of the plan year2025-03-245790108
Total assets as of the beginning of the plan year2025-03-244980144
Value of plan covered by a fidelity bond2025-03-24500000
Participant contributions to plan in this plan year2025-03-2486606
Other income to plan in this plan year2025-03-24696700
Plan net income in this plan year2025-03-24809964
Net assets as of the end of the plan year2025-03-245790108
Net assets as of the beginning of the plan year2025-03-244980144
Employer contributions to plan in this plan year2025-03-24136914
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2428321
2024 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-22240541
Net assets as of the end of the plan year2024-04-224980144
Total assets as of the beginning of the plan year2024-04-224254183
Value of plan covered by a fidelity bond2024-04-22500000
Participant contributions to plan in this plan year2024-04-2276686
Other income to plan in this plan year2024-04-22758181
Plan net income in this plan year2024-04-22725961
Net assets as of the end of the plan year2024-04-224980144
Net assets as of the beginning of the plan year2024-04-224254183
Employer contributions to plan in this plan year2024-04-22131635
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2222907
2022 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-2531953
Net assets as of the end of the plan year2022-04-255075118
Total assets as of the beginning of the plan year2022-04-254243869
Value of plan covered by a fidelity bond2022-04-25500000
Participant contributions to plan in this plan year2022-04-2593234
Other income to plan in this plan year2022-04-25627594
Plan net income in this plan year2022-04-25831249
Net assets as of the end of the plan year2022-04-255075118
Net assets as of the beginning of the plan year2022-04-254243869
Employer contributions to plan in this plan year2022-04-25142374
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2531953
2015 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$106,872
Expenses. Total of all expenses incurred2015-12-31$1,671,766
Benefits paid (including direct rollovers)2015-12-31$1,642,530
Total plan assets at end of year2015-12-31$2,144,036
Total plan assets at beginning of year2015-12-31$3,708,930
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$9,710
Net income (gross income less expenses)2015-12-31$-1,564,894
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,144,036
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,708,930
Total contributions received or receivable from employer(s)2015-12-31$97,162
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$14,993
Total income from all sources2014-12-31$397,725
Expenses. Total of all expenses incurred2014-12-31$542,271
Benefits paid (including direct rollovers)2014-12-31$499,429
Total plan assets at end of year2014-12-31$3,708,930
Total plan assets at beginning of year2014-12-31$3,868,469
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$239,624
Net income (gross income less expenses)2014-12-31$-144,546
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,708,930
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,853,476
Total contributions received or receivable from employer(s)2014-12-31$158,101
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$42,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$14,993
Total income from all sources2013-12-31$827,776
Expenses. Total of all expenses incurred2013-12-31$94,718
Benefits paid (including direct rollovers)2013-12-31$60,186
Total plan assets at end of year2013-12-31$3,868,469
Total plan assets at beginning of year2013-12-31$3,120,418
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$626,318
Net income (gross income less expenses)2013-12-31$733,058
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,853,476
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,120,418
Total contributions received or receivable from employer(s)2013-12-31$201,458
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$34,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$644,602
Expenses. Total of all expenses incurred2012-12-31$2,357,879
Benefits paid (including direct rollovers)2012-12-31$2,314,331
Total plan assets at end of year2012-12-31$3,120,418
Total plan assets at beginning of year2012-12-31$4,833,695
Value of fidelity bond covering the plan2012-12-31$500,000
Contributions received from other sources (not participants or employers)2012-12-31$451,602
Net income (gross income less expenses)2012-12-31$-1,713,277
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,120,418
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,833,695
Total contributions received or receivable from employer(s)2012-12-31$193,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$43,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$326,624
Expenses. Total of all expenses incurred2011-12-31$137,476
Benefits paid (including direct rollovers)2011-12-31$87,185
Total plan assets at end of year2011-12-31$4,833,695
Total plan assets at beginning of year2011-12-31$4,644,547
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$126,560
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$189,148
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,833,695
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,644,547
Total contributions received or receivable from employer(s)2011-12-31$200,064
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$686,350
Expenses. Total of all expenses incurred2010-12-31$358,847
Benefits paid (including direct rollovers)2010-12-31$313,866
Total plan assets at end of year2010-12-31$4,644,547
Total plan assets at beginning of year2010-12-31$4,317,044
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$465,402
Net income (gross income less expenses)2010-12-31$327,503
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,644,547
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,317,044
Total contributions received or receivable from employer(s)2010-12-31$220,948
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$44,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN

2015: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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