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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
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

Plan Statistics for CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN

401k plan membership statisitcs for CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN

Measure Date Value
2015: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CARDIOLOGY ASSOCIATES OF WEST ALABAMA, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0124
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
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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