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CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 CLINIC OF SAN ANTONIO, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOLOGY CLINIC OF SAN ANTONIO, P.A.
Employer identification number (EIN):742447500
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 CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01PHILIP ZINN, M.D.2016-10-10
0012014-01-01PHILIP ZINN, M.D.2015-10-13
0012013-01-01PHILIP ZINN, M.D.2014-10-07
0012012-01-01PHILIP ZINN, M.D.2013-10-01
0012011-01-01PHILIP ZINN, M.D.
0012009-01-01ALLEN BAUM

Plan Statistics for CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1546
Total number of particpants at end of year2025-10-158
Number of Participants With Account Balances2025-10-158
2024: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1546
Total number of particpants at end of year2024-10-1546
Number of Participants With Account Balances2024-10-150
2011: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01227
Number of participants with account balances2009-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15752092
Net assets as of the end of the plan year2025-10-1514301
Total assets as of the beginning of the plan year2025-10-15743661
Value of plan covered by a fidelity bond2025-10-15500000
Other income to plan in this plan year2025-10-1522732
Plan net income in this plan year2025-10-15-729360
Net assets as of the end of the plan year2025-10-1514301
Net assets as of the beginning of the plan year2025-10-15743661
2024 : CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15743661
Total assets as of the beginning of the plan year2024-10-15629316
Value of plan covered by a fidelity bond2024-10-15500000
Other income to plan in this plan year2024-10-15114345
Plan net income in this plan year2024-10-15114345
Net assets as of the end of the plan year2024-10-15743661
Net assets as of the beginning of the plan year2024-10-15629316
2011 : CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-89,382
Total unrealized appreciation/depreciation of assets2011-12-31$-89,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$57,725
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,808,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,808,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$4,766,924
Value of total assets at beginning of year2011-12-31$12,517,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$204
Total interest from all sources2011-12-31$7,196
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,751,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,766,924
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,517,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$52,400
Investment advisory and management fees2011-12-31$204
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,368,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,850,788
Income. Interest from US Government securities2011-12-31$322
Income. Interest from corporate debt instruments2011-12-31$6,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$940,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,911,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,911,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$497
Asset value of US Government securities at beginning of year2011-12-31$30,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$57,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$82,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,808,568
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$81,674
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$215,167
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$326,533
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,457,654
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOYSEN & MILLER, PLLC
Accountancy firm EIN2011-12-31742811383
2010 : CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$675,285
Total unrealized appreciation/depreciation of assets2010-12-31$675,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,664,611
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,494,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,494,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$438,270
Value of total assets at end of year2010-12-31$12,517,971
Value of total assets at beginning of year2010-12-31$13,347,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$250
Total interest from all sources2010-12-31$20,934
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$236,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$329,369
Participant contributions at beginning of year2010-12-31$7,644
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-829,873
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,517,971
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,347,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$52,400
Assets. partnership/joint venture interests at beginning of year2010-12-31$52,400
Investment advisory and management fees2010-12-31$250
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,850,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,570,098
Income. Interest from US Government securities2010-12-31$639
Income. Interest from corporate debt instruments2010-12-31$17,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,911,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,107,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,107,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,720
Asset value of US Government securities at end of year2010-12-31$30,227
Asset value of US Government securities at beginning of year2010-12-31$28,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$293,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$108,901
Employer contributions (assets) at beginning of year2010-12-31$1,081,135
Income. Dividends from common stock2010-12-31$29,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,494,234
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$215,167
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$272,958
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,457,654
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,226,772
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOYSEN & MILLER, P.C.
Accountancy firm EIN2010-12-31742811383
2009 : CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING 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 CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN

2011: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING 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
2009: CARDIOLOGY CLINIC OF SAN ANTONIO, P.A. 401(K) PROFIT SHARING 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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