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CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN
Plan identification number 001

CARDIAC SPECIALISTS, P.C. SECTION 401K 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.
  • 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

CARDIAC SPECIALISTS P C has sponsored the creation of one or more 401k plans.

Company Name:CARDIAC SPECIALISTS P C
Employer identification number (EIN):061355105
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ERISA FIDUCIARY SERVICES
0012023-01-01
0012023-01-01ERISA FIDUCIARY SERVICES
0012022-01-01
0012022-01-01ERISA FIDUCIARY SERVICES
0012021-01-01
0012021-01-01ERISA FIDUCIARY SERVICES
0012020-01-01
0012019-01-01
0012018-01-01ROBERT HENDLER2019-10-04
0012017-01-01ROBERT HENDLER2018-09-18
0012016-01-01ROBERT HENDLER2017-10-03
0012015-01-01ROBERT HENDLER2016-10-11
0012014-01-01ROBERT HENDLER2015-08-21
0012013-01-01ROBERT HENDLER2014-10-02
0012012-01-01ROBERT HENDLER2013-09-13
0012011-01-01ROBERT HENDLER2012-07-25
0012010-01-01STEVEN KUNKES, MD2011-10-11

Financial Data on CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN

Measure Date Value
2024 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$2,046,694
Expenses. Total of all expenses incurred2024-01-01$13,356
Benefits paid (including direct rollovers)2024-01-01$9,211
Total plan assets at end of year2024-01-01$10,409,958
Total plan assets at beginning of year2024-01-01$8,376,620
Value of fidelity bond covering the plan2024-01-01$500,000
Total contributions received or receivable from participants2024-01-01$303,136
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$1,153,191
Net income (gross income less expenses)2024-01-01$2,033,338
Net plan assets at end of year (total assets less liabilities)2024-01-01$10,409,958
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$8,376,620
Total contributions received or receivable from employer(s)2024-01-01$590,367
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$4,145
2023 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-9,803,204
Expenses. Total of all expenses incurred2023-12-31$77,000
Benefits paid (including direct rollovers)2023-12-31$72,980
Total plan assets at end of year2023-12-31$8,376,620
Total plan assets at beginning of year2023-12-31$18,256,824
Value of fidelity bond covering the plan2023-12-31$0
Total contributions received or receivable from participants2023-12-31$258,438
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$27,346
Other income received2023-12-31$-10,460,136
Net income (gross income less expenses)2023-12-31$-9,880,204
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,376,620
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$18,256,824
Total contributions received or receivable from employer(s)2023-12-31$371,148
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,020
2022 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-6,563,444
Expenses. Total of all expenses incurred2022-12-31$498,091
Benefits paid (including direct rollovers)2022-12-31$476,445
Total plan assets at end of year2022-12-31$18,256,824
Total plan assets at beginning of year2022-12-31$25,318,359
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$-312,693
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-5,035,095
Net income (gross income less expenses)2022-12-31$-7,061,535
Net plan assets at end of year (total assets less liabilities)2022-12-31$18,256,824
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$25,318,359
Total contributions received or receivable from employer(s)2022-12-31$-1,215,656
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,646
2021 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$5,415,701
Expenses. Total of all expenses incurred2021-12-31$6,139,750
Benefits paid (including direct rollovers)2021-12-31$6,091,005
Total plan assets at end of year2021-12-31$25,318,359
Total plan assets at beginning of year2021-12-31$26,042,408
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$441,728
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$4,192,750
Net income (gross income less expenses)2021-12-31$-724,049
Net plan assets at end of year (total assets less liabilities)2021-12-31$25,318,359
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,042,408
Total contributions received or receivable from employer(s)2021-12-31$781,223
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$48,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$5,459,665
Expenses. Total of all expenses incurred2020-12-31$19,273,386
Benefits paid (including direct rollovers)2020-12-31$19,201,692
Total plan assets at end of year2020-12-31$26,042,408
Total plan assets at beginning of year2020-12-31$39,856,129
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$428,324
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$4,333,245
Net income (gross income less expenses)2020-12-31$-13,813,721
Net plan assets at end of year (total assets less liabilities)2020-12-31$26,042,408
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$39,856,129
Total contributions received or receivable from employer(s)2020-12-31$698,096
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$71,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$7,931,394
Expenses. Total of all expenses incurred2019-12-31$111,306
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$39,856,129
Total plan assets at beginning of year2019-12-31$32,036,041
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$420,866
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$6,807,528
Net income (gross income less expenses)2019-12-31$7,820,088
Net plan assets at end of year (total assets less liabilities)2019-12-31$39,856,129
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$32,036,041
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$703,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$111,306

Form 5500 Responses for CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN

2023: CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIAC SPECIALISTS, P.C. SECTION 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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