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Plan Name | PEDRO J. VALDES, M.D. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ALASKA CARDIOTHORACIC SURGERY, P.C. |
Employer identification number (EIN): | 472797015 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ALASKA CARDIOTHORACIC SURGERY, P.C.
Jurisdiction of Incorporation: | Alaska Department Commerce, Community & Economic Development |
Incorporation Date: | 2014-12-23 |
Company Identification Number: | 10026247 |
Legal Registered Office Address: |
2741 DEBARR RD., STE. C-416 ANCHORAGE United States of America (USA) 99508 |
More information about ALASKA CARDIOTHORACIC SURGERY, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | PEDRO J. VALDES, M.D. | 2021-04-02 | ||
001 | 2019-01-01 | PEDRO J. VALDES, M.D. | 2020-07-15 | ||
001 | 2018-01-01 | PEDRO J. VALDES, M.D. | 2019-10-03 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 |
Measure | Date | Value |
---|---|---|
2020: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
2017: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2020 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $-302,794 |
Expenses. Total of all expenses incurred | 2020-09-30 | $2,926,201 |
Benefits paid (including direct rollovers) | 2020-09-30 | $2,918,809 |
Total plan assets at end of year | 2020-09-30 | $0 |
Total plan assets at beginning of year | 2020-09-30 | $3,228,995 |
Value of fidelity bond covering the plan | 2020-09-30 | $190,000 |
Total contributions received or receivable from participants | 2020-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $-302,794 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $-3,228,995 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $3,228,995 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $7,392 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-09-30 | $0 |
2019 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $685,100 |
Expenses. Total of all expenses incurred | 2019-12-31 | $70,661 |
Benefits paid (including direct rollovers) | 2019-12-31 | $57,979 |
Total plan assets at end of year | 2019-12-31 | $3,228,995 |
Total plan assets at beginning of year | 2019-12-31 | $2,614,556 |
Value of fidelity bond covering the plan | 2019-12-31 | $190,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $685,100 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $614,439 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,228,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,614,556 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,682 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-107,748 |
Expenses. Total of all expenses incurred | 2018-12-31 | $72,964 |
Benefits paid (including direct rollovers) | 2018-12-31 | $59,086 |
Total plan assets at end of year | 2018-12-31 | $2,614,556 |
Total plan assets at beginning of year | 2018-12-31 | $2,795,268 |
Value of fidelity bond covering the plan | 2018-12-31 | $190,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-222,753 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-180,712 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,614,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,795,268 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $115,005 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,878 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $604,742 |
Expenses. Total of all expenses incurred | 2017-12-31 | $61,465 |
Benefits paid (including direct rollovers) | 2017-12-31 | $48,965 |
Total plan assets at end of year | 2017-12-31 | $2,795,268 |
Total plan assets at beginning of year | 2017-12-31 | $2,251,991 |
Value of fidelity bond covering the plan | 2017-12-31 | $190,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $498,139 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $543,277 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,795,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,251,991 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $106,603 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $265,435 |
Expenses. Total of all expenses incurred | 2016-12-31 | $108,539 |
Benefits paid (including direct rollovers) | 2016-12-31 | $96,039 |
Total plan assets at end of year | 2016-12-31 | $2,251,991 |
Total plan assets at beginning of year | 2016-12-31 | $2,095,095 |
Value of fidelity bond covering the plan | 2016-12-31 | $190,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $188,944 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $156,896 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,251,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,095,095 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $76,491 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $37,545 |
Expenses. Total of all expenses incurred | 2015-12-31 | $102,857 |
Benefits paid (including direct rollovers) | 2015-12-31 | $82,890 |
Total plan assets at end of year | 2015-12-31 | $2,095,095 |
Total plan assets at beginning of year | 2015-12-31 | $2,160,407 |
Value of fidelity bond covering the plan | 2015-12-31 | $190,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-10,938 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-65,312 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,095,095 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,160,407 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $48,483 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,967 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2020: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PEDRO J. VALDES, M.D. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |