401k Plan data: MEDICOR CARDIOLOGY, PA RETIREMENT TRUST plan

MEDICOR CARDIOLOGY, PA RETIREMENT TRUST 401k Plan overview

Plan Name	MEDICOR CARDIOLOGY, PA RETIREMENT TRUST
Plan identification number	002

MEDICOR CARDIOLOGY, PA RETIREMENT TRUST 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.
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

MEDICOR CARDIOLOGY, PA has sponsored the creation of one or more 401k plans.

Company Name: MEDICOR CARDIOLOGY, PA

Employer identification number (EIN): 222258800

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICOR CARDIOLOGY, PA RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MICHELE MOZINGO 2023-09-20
002 2021-01-01 MICHELE MOZINGO 2022-06-13
002 2020-01-01 MICHELE MOZINGO 2021-06-23 MICHELE MOZINGO 2021-06-23
002 2019-01-01 STEVEN GEORGESON 2020-06-19 JOHN E. PUGH 2020-06-19
002 2018-01-01 STEVEN GEORGESON 2019-07-26 JOHN E. PUGH 2019-07-26
002 2017-01-01 JOHN E. PUGH 2018-07-27 JOHN E. PUGH 2018-07-27
002 2016-01-01 JOHN E. PUGH 2017-07-14 JOHN E. PUGH 2017-07-14
002 2014-01-01 JOHN E. PUGH 2015-09-18 JOHN E. PUGH 2015-09-18
002 2013-01-01 JOHN E. PUGH 2014-09-18 JOHN E. PUGH 2014-09-18
002 2012-01-01 JOHN PUGH 2013-09-17 JOHN PUGH 2013-09-17
002 2011-01-01 RICHARD LEEDS, MD 2012-10-11
002 2010-01-01 RICHARD LEEDS, MD 2011-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MICHELE MOZINGO	2023-09-20
002	2021-01-01	MICHELE MOZINGO	2022-06-13
002	2020-01-01	MICHELE MOZINGO	2021-06-23	MICHELE MOZINGO	2021-06-23
002	2019-01-01	STEVEN GEORGESON	2020-06-19	JOHN E. PUGH	2020-06-19
002	2018-01-01	STEVEN GEORGESON	2019-07-26	JOHN E. PUGH	2019-07-26
002	2017-01-01	JOHN E. PUGH	2018-07-27	JOHN E. PUGH	2018-07-27
002	2016-01-01	JOHN E. PUGH	2017-07-14	JOHN E. PUGH	2017-07-14
002	2014-01-01	JOHN E. PUGH	2015-09-18	JOHN E. PUGH	2015-09-18
002	2013-01-01	JOHN E. PUGH	2014-09-18	JOHN E. PUGH	2014-09-18
002	2012-01-01	JOHN PUGH	2013-09-17	JOHN PUGH	2013-09-17
002	2011-01-01	RICHARD LEEDS, MD	2012-10-11
002	2010-01-01	RICHARD LEEDS, MD	2011-09-27

Plan Statistics for MEDICOR CARDIOLOGY, PA RETIREMENT TRUST

401k plan membership statisitcs for MEDICOR CARDIOLOGY, PA RETIREMENT TRUST

Measure Date Value
2022: MEDICOR CARDIOLOGY, PA RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-06-13 89
Total number of particpants at end of year 2022-06-13 90
Number of Participants With Account Balances 2022-06-13 90

Measure	Date	Value
2022: MEDICOR CARDIOLOGY, PA RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-06-13	89
Total number of particpants at end of year	2022-06-13	90
Number of Participants With Account Balances	2022-06-13	90

Financial Data on MEDICOR CARDIOLOGY, PA RETIREMENT TRUST

Measure	Date	Value
2022 : MEDICOR CARDIOLOGY, PA RETIREMENT TRUST 2022 401k financial data
Total liabilities as of the end of the plan year	2022-06-13	85
Total liabilities as of the beginning of the plan year	2022-06-13	30
Total expenses incurred by plan in this plan year	2022-06-13	781811
Net assets as of the end of the plan year	2022-06-13	40648200
Total assets as of the beginning of the plan year	2022-06-13	30136003
Value of plan covered by a fidelity bond	2022-06-13	500000
Participant contributions to plan in this plan year	2022-06-13	483324
Value of participant loans at end of plan year	2022-06-13	118278
Other contributions to plan in this plan year	2022-06-13	5000
Other income to plan in this plan year	2022-06-13	10262284
Plan net income in this plan year	2022-06-13	10512142
Net assets as of the end of the plan year	2022-06-13	40648115
Net assets as of the beginning of the plan year	2022-06-13	30135973
Employer contributions to plan in this plan year	2022-06-13	543345
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-13	58230

Potentially related plans

MEDICOR CARDIOLOGY, LLC RETIREMENT TRUST [EIN = 920386532]

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Company Name:	MEDICOR CARDIOLOGY, PA
Employer identification number (EIN):	222258800
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)