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CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SPECIALISTS, PA has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR SPECIALISTS, PA
Employer identification number (EIN):752459292
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 SPECIALISTS, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KERRI COPP
0012015-01-01KERRI COPP
0012014-01-01KERRI COPP
0012013-01-01KERRI COPP
0012012-01-01DAVID C MAY DAVID C MAY2013-06-21
0012011-01-01DAVID C MAY
0012009-01-01DAVID C MAY

Financial Data on CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-06-03$0
Total plan liabilities at end of year2016-06-03$0
Total plan liabilities at beginning of year2016-06-03$0
Total income from all sources2016-06-03$463,617
Expenses. Total of all expenses incurred2016-06-03$9,036,003
Benefits paid (including direct rollovers)2016-06-03$9,032,266
Total plan assets at end of year2016-06-03$0
Total plan assets at beginning of year2016-06-03$8,572,386
Value of fidelity bond covering the plan2016-06-03$500,000
Total contributions received or receivable from participants2016-06-03$36,031
Expenses. Other expenses not covered elsewhere2016-06-03$0
Contributions received from other sources (not participants or employers)2016-06-03$0
Other income received2016-06-03$65,179
Noncash contributions received2016-06-03$0
Net income (gross income less expenses)2016-06-03$-8,572,386
Net plan assets at end of year (total assets less liabilities)2016-06-03$0
Net plan assets at beginning of year (total assets less liabilities)2016-06-03$8,572,386
Assets. Value of participant loans2016-06-03$0
Total contributions received or receivable from employer(s)2016-06-03$362,407
Value of certain deemed distributions of participant loans2016-06-03$3,412
Value of corrective distributions2016-06-03$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-03$325
2015 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$570,934
Expenses. Total of all expenses incurred2015-12-31$419,253
Benefits paid (including direct rollovers)2015-12-31$422,779
Total plan assets at end of year2015-12-31$8,572,386
Total plan assets at beginning of year2015-12-31$8,420,705
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$249,975
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-25,976
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$151,681
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,572,386
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,420,705
Assets. Value of participant loans2015-12-31$119,627
Total contributions received or receivable from employer(s)2015-12-31$346,935
Value of certain deemed distributions of participant loans2015-12-31$-4,526
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,000
2014 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$944,784
Expenses. Total of all expenses incurred2014-12-31$370,843
Benefits paid (including direct rollovers)2014-12-31$365,569
Total plan assets at end of year2014-12-31$8,420,705
Total plan assets at beginning of year2014-12-31$7,846,764
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$264,807
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$361,711
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$573,941
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,420,705
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,846,764
Assets. Value of participant loans2014-12-31$147,418
Total contributions received or receivable from employer(s)2014-12-31$318,266
Value of certain deemed distributions of participant loans2014-12-31$4,526
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$748
2013 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,650,394
Expenses. Total of all expenses incurred2013-12-31$570,971
Benefits paid (including direct rollovers)2013-12-31$567,325
Total plan assets at end of year2013-12-31$7,846,764
Total plan assets at beginning of year2013-12-31$6,767,341
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$277,194
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$28,880
Other income received2013-12-31$1,344,320
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,079,423
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,846,764
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,767,341
Assets. Value of participant loans2013-12-31$183,560
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$1,855
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,791
2012 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,213,042
Expenses. Total of all expenses incurred2012-12-31$217,134
Benefits paid (including direct rollovers)2012-12-31$215,584
Total plan assets at end of year2012-12-31$6,767,341
Total plan assets at beginning of year2012-12-31$5,771,433
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$252,525
Other income received2012-12-31$633,821
Net income (gross income less expenses)2012-12-31$995,908
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,767,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,771,433
Assets. Value of participant loans2012-12-31$228,441
Total contributions received or receivable from employer(s)2012-12-31$326,696
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$312,351
Expenses. Total of all expenses incurred2011-12-31$173,706
Benefits paid (including direct rollovers)2011-12-31$170,394
Total plan assets at end of year2011-12-31$5,771,433
Total plan assets at beginning of year2011-12-31$5,632,788
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$277,869
Other income received2011-12-31$-170,318
Net income (gross income less expenses)2011-12-31$138,645
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,771,433
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,632,788
Assets. Value of participant loans2011-12-31$158,657
Total contributions received or receivable from employer(s)2011-12-31$204,800
Value of certain deemed distributions of participant loans2011-12-31$1,912
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,128,000
Expenses. Total of all expenses incurred2010-12-31$114,982
Benefits paid (including direct rollovers)2010-12-31$113,813
Total plan assets at end of year2010-12-31$5,632,788
Total plan assets at beginning of year2010-12-31$4,619,770
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$279,401
Other income received2010-12-31$565,668
Net income (gross income less expenses)2010-12-31$1,013,018
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,632,788
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,619,770
Assets. Value of participant loans2010-12-31$146,633
Total contributions received or receivable from employer(s)2010-12-31$282,931
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,169
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIOVASCULAR SPECIALISTS, PA 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 CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN

2016: CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING 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: CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING 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: CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING 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: CARDIOVASCULAR SPECIALISTS, PA 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR SPECIALISTS, PA 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR SPECIALISTS, PA 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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