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CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 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 ASSOCIATES OF MESA, P.C. 401K PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401K PROFIT SHARING PLAN
Employer identification number (EIN):860711625
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 ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TINA CHERRO2024-06-05
0012022-01-01TINA CHERRO2023-08-14 TINA CHERRO2023-08-14
0012021-01-01TINA CHERRO2022-10-05 TINA CHERRO2022-10-05
0012021-01-01TINA CHERRO2022-10-05 TINA CHERRO2022-10-05
0012020-01-01TINA CHERRO2021-07-14 TINA CHERRO2021-07-14
0012019-01-01TINA CHERRO2020-04-07 TINA CHERRO2020-04-07
0012018-01-01JACQUELINE ANDES2019-09-11 JACQUELINE ANDES2019-09-11
0012017-01-01JACQUELINE ANDES2018-09-28 JACQUELINE ANDES2018-09-28
0012016-01-01JACQUELINE ANDES2017-03-24 JACQUELINE ANDES2017-03-24
0012013-01-01KYLE MATTHEWS2014-07-29 KYLE MATTHEWS2014-07-29
0012012-01-01JACKIE ANDES2013-07-18 JACKIE ANDES2013-07-18
0012011-01-01JACKIE ANDES2012-08-08 JACKIE ANDES2012-11-02
0012010-01-01JACKIE ANDES2011-06-03 JACKIE ANDES2011-06-03

Plan Statistics for CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-10126
Total number of particpants at end of year2025-07-10114
Number of Participants With Account Balances2025-07-1061
2024: CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-05124
Total number of particpants at end of year2024-06-05118
Number of Participants With Account Balances2024-06-0565
2022: CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0588
Total number of particpants at end of year2022-10-0588
Number of Participants With Account Balances2022-10-0562

Financial Data on CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-10834977
Net assets as of the end of the plan year2025-07-105471045
Total assets as of the beginning of the plan year2025-07-105079963
Value of plan covered by a fidelity bond2025-07-10500000
Participant contributions to plan in this plan year2025-07-10343258
Value of participant loans at end of plan year2025-07-1051857
Other income to plan in this plan year2025-07-10715004
Plan net income in this plan year2025-07-10391082
Net assets as of the end of the plan year2025-07-105471045
Net assets as of the beginning of the plan year2025-07-105079963
Employer contributions to plan in this plan year2025-07-10167797
Fees paid to broker by Benefit Provider2025-07-103568
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1038128
2024 : CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-05125230
Net assets as of the end of the plan year2024-06-055079963
Total assets as of the beginning of the plan year2024-06-054009069
Value of plan covered by a fidelity bond2024-06-05400907
Participant contributions to plan in this plan year2024-06-05310038
Value of participant loans at end of plan year2024-06-0547729
Other contributions to plan in this plan year2024-06-0550059
Other income to plan in this plan year2024-06-05708781
Plan net income in this plan year2024-06-051070894
Net assets as of the end of the plan year2024-06-055079963
Net assets as of the beginning of the plan year2024-06-054009069
Employer contributions to plan in this plan year2024-06-05127246
Fees paid to broker by Benefit Provider2024-06-052871
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0533640
2022 : CARDIOVASCULAR ASSOCIATES OF MESA, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-05100507
Net assets as of the end of the plan year2022-10-054918345
Total assets as of the beginning of the plan year2022-10-053920235
Value of plan covered by a fidelity bond2022-10-05491835
Participant contributions to plan in this plan year2022-10-05291977
Value of participant loans at end of plan year2022-10-0582979
Other expenses paid from plan in this plan year2022-10-0515988
Other contributions to plan in this plan year2022-10-05482
Other income to plan in this plan year2022-10-05672641
Plan net income in this plan year2022-10-05998110
Net assets as of the end of the plan year2022-10-054918345
Net assets as of the beginning of the plan year2022-10-053920235
Employer contributions to plan in this plan year2022-10-05133517
Fees paid to broker by Benefit Provider2022-10-052194
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0517411

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