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CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 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
  • 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.

401k Sponsoring company profile

CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC
Employer identification number (EIN):510472304
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC

Jurisdiction of Incorporation: Connecticut Secretary of State
Incorporation Date:
Company Identification Number: 0953677

More information about CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NEIL PEARSON2024-11-03
0012022-01-01PAUL GREENBERG2023-10-16
0012021-01-01PAUL GREENBERG2022-06-29
0012020-01-01PAUL GREENBERG2021-09-27
0012019-01-01PAUL GREENBERG2020-10-05
0012018-01-01PAUL GREENBERG2019-08-01
0012017-01-01PAUL GREENBERG2018-08-20
0012016-01-01PAUL GREENBERG2017-09-18
0012015-01-01PAUL GREENBERG2016-10-13
0012014-01-01PAUL GREENBERG2015-09-03
0012013-01-01PAUL GREENBERG2014-09-18
0012012-01-01PAUL GREENBERG2013-09-30
0012011-01-01PAUL GREENBERG2012-09-19
0012010-01-01PAUL GREENBERG2011-07-25

Financial Data on CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-157420
Net assets as of the end of the plan year2025-10-15557956
Total assets as of the beginning of the plan year2025-10-15541456
Other income to plan in this plan year2025-10-1523920
Plan net income in this plan year2025-10-1516500
Net assets as of the end of the plan year2025-10-15557956
Net assets as of the beginning of the plan year2025-10-15541456
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15400
2024 : CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-11-030
Total expenses incurred by plan in this plan year2024-11-03809
Net assets as of the end of the plan year2024-11-03541456
Total assets as of the beginning of the plan year2024-11-03521425
Other income to plan in this plan year2024-11-0320840
Plan net income in this plan year2024-11-0320031
Net assets as of the end of the plan year2024-11-03541456
Net assets as of the beginning of the plan year2024-11-03521425
2022 : CARDIOVASCULAR SPECIALISTS OF SOUTHBURY, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-290
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-294744
Net assets as of the end of the plan year2022-06-29534874
Total assets as of the beginning of the plan year2022-06-29523201
Participant contributions to plan in this plan year2022-06-290
Value of participant loans at end of plan year2022-06-29810
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-290
Other income to plan in this plan year2022-06-2916417
Plan net income in this plan year2022-06-2911673
Net assets as of the end of the plan year2022-06-29534874
Net assets as of the beginning of the plan year2022-06-29523201
Employer contributions to plan in this plan year2022-06-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-29450

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