401k Plan data: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST plan

CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	007

CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: CARDIOLOGY CONSULTANTS, P.C.

Employer identification number (EIN): 930631343

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

Additional information about CARDIOLOGY CONSULTANTS, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1973-05-24

Company Identification Number: 262109

Legal Registered Office Address: 43 CROSSWAYS PARK DR
SUFFOLK
WOODBURY
United States of America (USA)
11797

More information about CARDIOLOGY CONSULTANTS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01
007 2016-01-01
007 2015-01-01
007 2014-01-01 TODD S. KOTLER, M.D. 2015-05-13
007 2013-01-01 TODD S. KOTLER, M.D.
007 2012-01-01 TODD S. KOTLER, M.D.
007 2011-01-01 TODD S. KOTLER, M.D.
007 2009-01-01 NICHOLAS H. DIENEL, M.D.

Plan Statistics for CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 83
Number of participants with account balances 2009-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2013: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	83
Number of participants with account balances	2009-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-31,217
Total plan liabilities at end of year	2013-12-31	$387,464
Total plan liabilities at beginning of year	2013-12-31	$207,593
Total income from all sources	2013-12-31	$378,467
Expenses. Total of all expenses incurred	2013-12-31	$190
Total plan assets at end of year	2013-12-31	$4,353,576
Total plan assets at beginning of year	2013-12-31	$3,826,645
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$75
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$378,467
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$378,277
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,966,112
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,619,052
Assets. Value of participant loans	2013-12-31	$19,576
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$115
2012 : CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-20,000
Total plan liabilities at end of year	2012-12-31	$207,593
Total plan liabilities at beginning of year	2012-12-31	$96,160
Total income from all sources	2012-12-31	$291,352
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$3,826,645
Total plan assets at beginning of year	2012-12-31	$3,443,860
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$291,352
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$291,352
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,619,052
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,347,700
Assets. Value of participant loans	2012-12-31	$15,923
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$28,120
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-396,533
Total plan liabilities at end of year	2011-12-31	$96,160
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-144,477
Expenses. Total of all expenses incurred	2011-12-31	$2,625,741
Benefits paid (including direct rollovers)	2011-12-31	$2,622,240
Total plan assets at end of year	2011-12-31	$3,443,860
Total plan assets at beginning of year	2011-12-31	$6,514,451
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$225
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-144,477
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-2,770,218
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,347,700
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,514,451
Assets. Value of participant loans	2011-12-31	$36,559
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$36,546
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-3,349,729
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$463,328
Expenses. Total of all expenses incurred	2010-12-31	$20,603
Benefits paid (including direct rollovers)	2010-12-31	$822
Total plan assets at end of year	2010-12-31	$6,514,451
Total plan assets at beginning of year	2010-12-31	$9,421,455
Value of fidelity bond covering the plan	2010-12-31	$579,000
Total contributions received or receivable from participants	2010-12-31	$21,083
Expenses. Other expenses not covered elsewhere	2010-12-31	$853
Other income received	2010-12-31	$442,245
Net income (gross income less expenses)	2010-12-31	$442,725
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,514,451
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,421,455
Assets. Value of participant loans	2010-12-31	$23,640
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$51,353
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$18,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

2013: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CARDIOLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	CARDIOLOGY CONSULTANTS, P.C.
Employer identification number (EIN):	930631343
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1973-05-24
Company Identification Number:	262109
Legal Registered Office Address:	43 CROSSWAYS PARK DR SUFFOLK WOODBURY United States of America (USA) 11797

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2017-01-01
007	2016-01-01
007	2015-01-01
007	2014-01-01	TODD S. KOTLER, M.D.	2015-05-13
007	2013-01-01	TODD S. KOTLER, M.D.
007	2012-01-01	TODD S. KOTLER, M.D.
007	2011-01-01	TODD S. KOTLER, M.D.
007	2009-01-01	NICHOLAS H. DIENEL, M.D.