Logo

TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN
Plan identification number 001

TREASURE VALLEY CARDIOLOGY 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
  • 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.
  • 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

TREASURE VALLEY CARDIOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:TREASURE VALLEY CARDIOLOGY, P.C.
Employer identification number (EIN):820476756
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01GRAHAM WETHERLEY
0012015-01-01GRAHAM WETHERLEY
0012014-01-01GRAHAM WETHERLEY
0012013-01-01GRAHAM WETHERLEY
0012012-01-01GRAHAM WETHERLEY
0012011-01-01GRAHAM WETHERLEY
0012010-01-01GRAHAM WETHERLEY
0012009-01-01GRAHAM WETHERLEY GRAHAM WETHERLEY2010-07-01

Financial Data on TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$138,513
Expenses. Total of all expenses incurred2016-12-31$1,096,697
Benefits paid (including direct rollovers)2016-12-31$1,089,992
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$958,184
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$20,500
Other income received2016-12-31$62,476
Net income (gross income less expenses)2016-12-31$-958,184
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$958,184
Total contributions received or receivable from employer(s)2016-12-31$55,537
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-7,255
Expenses. Total of all expenses incurred2015-12-31$5,959
Total plan assets at end of year2015-12-31$958,184
Total plan assets at beginning of year2015-12-31$971,398
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$24,600
Other income received2015-12-31$-62,231
Net income (gross income less expenses)2015-12-31$-13,214
Net plan assets at end of year (total assets less liabilities)2015-12-31$958,184
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$971,398
Total contributions received or receivable from employer(s)2015-12-31$30,376
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,959
2014 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$97,437
Expenses. Total of all expenses incurred2014-12-31$6,024
Total plan assets at end of year2014-12-31$971,398
Total plan assets at beginning of year2014-12-31$879,985
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$24,238
Other income received2014-12-31$8,409
Net income (gross income less expenses)2014-12-31$91,413
Net plan assets at end of year (total assets less liabilities)2014-12-31$971,398
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$879,985
Total contributions received or receivable from employer(s)2014-12-31$64,790
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,024
2013 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$215,258
Expenses. Total of all expenses incurred2013-12-31$13,929
Benefits paid (including direct rollovers)2013-12-31$9,258
Total plan assets at end of year2013-12-31$879,985
Total plan assets at beginning of year2013-12-31$678,656
Value of fidelity bond covering the plan2013-12-31$68,000
Total contributions received or receivable from participants2013-12-31$18,096
Other income received2013-12-31$134,374
Net income (gross income less expenses)2013-12-31$201,329
Net plan assets at end of year (total assets less liabilities)2013-12-31$879,985
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$678,656
Total contributions received or receivable from employer(s)2013-12-31$62,788
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$98,418
Expenses. Total of all expenses incurred2012-12-31$3,880
Total plan assets at end of year2012-12-31$678,656
Total plan assets at beginning of year2012-12-31$584,118
Value of fidelity bond covering the plan2012-12-31$68,000
Total contributions received or receivable from participants2012-12-31$15,696
Other income received2012-12-31$26,097
Net income (gross income less expenses)2012-12-31$94,538
Net plan assets at end of year (total assets less liabilities)2012-12-31$678,656
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$584,118
Total contributions received or receivable from employer(s)2012-12-31$56,625
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$81,871
Expenses. Total of all expenses incurred2011-12-31$7,693
Benefits paid (including direct rollovers)2011-12-31$6,849
Total plan assets at end of year2011-12-31$584,118
Total plan assets at beginning of year2011-12-31$509,940
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$15,696
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$10,311
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$74,178
Net plan assets at end of year (total assets less liabilities)2011-12-31$584,118
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$509,940
Total contributions received or receivable from employer(s)2011-12-31$55,864
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$844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$82,967
Expenses. Total of all expenses incurred2010-12-31$20,000
Benefits paid (including direct rollovers)2010-12-31$20,000
Total plan assets at end of year2010-12-31$509,940
Total plan assets at beginning of year2010-12-31$446,973
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$15,696
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$10,107
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$62,967
Net plan assets at end of year (total assets less liabilities)2010-12-31$509,940
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$446,973
Total contributions received or receivable from employer(s)2010-12-31$57,164
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : TREASURE VALLEY CARDIOLOGY 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 TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING PLAN

2016: TREASURE VALLEY CARDIOLOGY 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)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TREASURE VALLEY CARDIOLOGY 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: TREASURE VALLEY CARDIOLOGY 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: TREASURE VALLEY CARDIOLOGY 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: TREASURE VALLEY CARDIOLOGY 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TREASURE VALLEY CARDIOLOGY 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
2010: TREASURE VALLEY CARDIOLOGY 401(K) PROFIT SHARING 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: TREASURE VALLEY CARDIOLOGY 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1