401k Plan data: CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN plan

CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

CALIFORNIA HEART MEDICAL ASSOCIATES , INC. has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA HEART MEDICAL ASSOCIATES , INC.

Employer identification number (EIN): 770437259

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRIS HORNE 2024-07-22
001 2022-01-01 CHRIS HORNE 2023-07-17
001 2016-01-01 BIPIN JOSHI 2017-05-25 BIPIN JOSHI 2017-05-25
001 2015-01-01 BIPIN JOSHI 2016-10-03 BIPIN JOSHI 2016-10-03
001 2014-01-01 BIPIN JOSHI 2015-09-28 BIPIN JOSHI 2015-09-28
001 2013-01-01 BILPIN JOSHI 2014-10-15 BILPIN JOSHI 2014-10-15
001 2012-01-01 BILPIN JOSHI 2013-06-06 BILPIN JOSHI 2013-06-06
001 2011-01-01 BILPIN JOSHI 2012-10-12 BILPIN JOSHI 2012-10-12
001 2010-01-01 BILPIN JOSHI 2011-06-13 BILPIN JOSHI 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRIS HORNE	2024-07-22
001	2022-01-01	CHRIS HORNE	2023-07-17
001	2016-01-01	BIPIN JOSHI	2017-05-25	BIPIN JOSHI	2017-05-25
001	2015-01-01	BIPIN JOSHI	2016-10-03	BIPIN JOSHI	2016-10-03
001	2014-01-01	BIPIN JOSHI	2015-09-28	BIPIN JOSHI	2015-09-28
001	2013-01-01	BILPIN JOSHI	2014-10-15	BILPIN JOSHI	2014-10-15
001	2012-01-01	BILPIN JOSHI	2013-06-06	BILPIN JOSHI	2013-06-06
001	2011-01-01	BILPIN JOSHI	2012-10-12	BILPIN JOSHI	2012-10-12
001	2010-01-01	BILPIN JOSHI	2011-06-13	BILPIN JOSHI	2011-06-13

Financial Data on CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-17	0
Total expenses incurred by plan in this plan year	2025-07-17	41
Net assets as of the end of the plan year	2025-07-17	7633
Total assets as of the beginning of the plan year	2025-07-17	5054
Value of plan covered by a fidelity bond	2025-07-17	10000
Participant contributions to plan in this plan year	2025-07-17	1864
Value of participant loans at end of plan year	2025-07-17	0
Other contributions to plan in this plan year	2025-07-17	0
Other income to plan in this plan year	2025-07-17	756
Plan net income in this plan year	2025-07-17	2579
Net assets as of the end of the plan year	2025-07-17	7633
Net assets as of the beginning of the plan year	2025-07-17	5054
Value of contributions failed to transmitted timely	2025-07-17	0
Employer contributions to plan in this plan year	2025-07-17	0
Fees paid to broker by Benefit Provider	2025-07-17	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-17	41
2024 : CALIFORNIA HEART MEDICAL ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-22	0
Total expenses incurred by plan in this plan year	2024-07-22	2100
Net assets as of the end of the plan year	2024-07-22	5054
Total assets as of the beginning of the plan year	2024-07-22	2542
Value of plan covered by a fidelity bond	2024-07-22	10000
Participant contributions to plan in this plan year	2024-07-22	3822
Value of participant loans at end of plan year	2024-07-22	0
Other contributions to plan in this plan year	2024-07-22	0
Other income to plan in this plan year	2024-07-22	790
Plan net income in this plan year	2024-07-22	2512
Net assets as of the end of the plan year	2024-07-22	5054
Net assets as of the beginning of the plan year	2024-07-22	2542
Value of contributions failed to transmitted timely	2024-07-22	354
Employer contributions to plan in this plan year	2024-07-22	0
Fees paid to broker by Benefit Provider	2024-07-22	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-22	22

Potentially related plans

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Company Name:	CALIFORNIA HEART MEDICAL ASSOCIATES , INC.
Employer identification number (EIN):	770437259
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)