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CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR ASSOCIATES, LTD. 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

CARDIOVASCULAR ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR ASSOCIATES, LTD.
Employer identification number (EIN):541325391
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOVASCULAR ASSOCIATES, LTD.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1985-07-10
Company Identification Number: 0273164
Legal Registered Office Address: WILLIAMS MULLEN
222 CENTRAL PARK AVE STE 1700
VIRGINIA BEACH
United States of America (USA)
23462-3035

More information about CARDIOVASCULAR ASSOCIATES, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-05-01DEEPAK TALREJA
0012014-05-01DEEPAK TALREJA
0012013-05-01DEEPAK TALREJA
0012012-05-01BASSAM KAWWASS
0012011-05-01BASSAM KAWWASS
0012009-05-01VINCENT W. DONLON

Plan Statistics for CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2015: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01135
Total number of active participants reported on line 7a of the Form 55002015-05-010
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-010
2014: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01167
Total number of active participants reported on line 7a of the Form 55002014-05-0115
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-01120
Total of all active and inactive participants2014-05-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01135
Number of participants with account balances2014-05-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01155
Total number of active participants reported on line 7a of the Form 55002013-05-01108
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0154
Total of all active and inactive participants2013-05-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01162
Number of participants with account balances2013-05-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-014
2012: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01122
Total number of active participants reported on line 7a of the Form 55002012-05-0198
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0148
Total of all active and inactive participants2012-05-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01146
Number of participants with account balances2012-05-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-014
2011: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01118
Total number of active participants reported on line 7a of the Form 55002011-05-0195
Number of retired or separated participants receiving benefits2011-05-0126
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01121
Number of participants with account balances2011-05-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-018
2009: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01141
Total number of active participants reported on line 7a of the Form 55002009-05-0196
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0144
Total of all active and inactive participants2009-05-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01140
Number of participants with account balances2009-05-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0111

Financial Data on CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN

Measure Date Value
2015 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$-15,577
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$24,729,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$24,704,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$0
Value of total assets at end of year2015-07-31$0
Value of total assets at beginning of year2015-07-31$24,745,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$25,293
Total interest from all sources2015-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$32,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-07-31$0
Administrative expenses professional fees incurred2015-07-31$11,314
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Total non interest bearing cash at end of year2015-07-31$0
Total non interest bearing cash at beginning of year2015-07-31$11,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$-24,745,455
Value of net assets at end of year (total assets less liabilities)2015-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$24,745,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$13,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$24,505,292
Value of interest in common/collective trusts at end of year2015-07-31$0
Value of interest in common/collective trusts at beginning of year2015-07-31$228,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-07-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-07-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$-47,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Employer contributions (assets) at end of year2015-07-31$0
Employer contributions (assets) at beginning of year2015-07-31$0
Income. Dividends from preferred stock2015-07-31$32,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$24,704,585
Did the plan have assets held for investment2015-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2015-07-31560574444
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$2,367,251
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$432,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$349,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,032,086
Value of total assets at end of year2015-04-30$24,745,455
Value of total assets at beginning of year2015-04-30$22,810,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$82,584
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$501,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-04-30$0
Administrative expenses professional fees incurred2015-04-30$24,500
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$339,783
Assets. Other investments not covered elsewhere at end of year2015-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$8,701
Other income not declared elsewhere2015-04-30$291
Administrative expenses (other) incurred2015-04-30$35,989
Total non interest bearing cash at end of year2015-04-30$11,314
Total non interest bearing cash at beginning of year2015-04-30$14,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,935,201
Value of net assets at end of year (total assets less liabilities)2015-04-30$24,745,455
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$22,810,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$22,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$24,505,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$21,010,317
Value of interest in common/collective trusts at end of year2015-04-30$228,848
Value of interest in common/collective trusts at beginning of year2015-04-30$1,052,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$1,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$1,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$828,655
Net investment gain or loss from common/collective trusts2015-04-30$4,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$683,602
Employer contributions (assets) at end of year2015-04-30$0
Employer contributions (assets) at beginning of year2015-04-30$730,969
Income. Dividends from preferred stock2015-04-30$501,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$349,466
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2015-04-30560574444
2014 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$2,435,145
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$6,946,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$6,873,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$1,187,583
Value of total assets at end of year2014-04-30$22,810,254
Value of total assets at beginning of year2014-04-30$27,321,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$72,992
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$418,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$418,350
Administrative expenses professional fees incurred2014-04-30$12,500
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$456,614
Assets. Other investments not covered elsewhere at end of year2014-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$0
Other income not declared elsewhere2014-04-30$2,160
Administrative expenses (other) incurred2014-04-30$21,779
Total non interest bearing cash at end of year2014-04-30$14,864
Total non interest bearing cash at beginning of year2014-04-30$13,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-4,511,090
Value of net assets at end of year (total assets less liabilities)2014-04-30$22,810,254
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$27,321,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$10,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$21,010,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$26,472,148
Value of interest in common/collective trusts at end of year2014-04-30$1,052,303
Value of interest in common/collective trusts at beginning of year2014-04-30$127,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$1,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$820,888
Net investment gain or loss from common/collective trusts2014-04-30$6,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$730,969
Employer contributions (assets) at end of year2014-04-30$730,969
Employer contributions (assets) at beginning of year2014-04-30$707,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$6,873,243
Contract administrator fees2014-04-30$28,353
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2014-04-30560574444
2013 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$3,748,057
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$4,782,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$4,726,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$1,289,608
Value of total assets at end of year2013-04-30$27,321,344
Value of total assets at beginning of year2013-04-30$28,356,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$56,108
Total interest from all sources2013-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$618,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$618,818
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$502,232
Assets. Other investments not covered elsewhere at end of year2013-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$4,553,102
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$80,206
Other income not declared elsewhere2013-04-30$-18,966
Total non interest bearing cash at end of year2013-04-30$13,762
Total non interest bearing cash at beginning of year2013-04-30$2,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$-1,034,697
Value of net assets at end of year (total assets less liabilities)2013-04-30$27,321,344
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$28,356,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$8,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$26,472,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$22,930,554
Value of interest in common/collective trusts at end of year2013-04-30$127,334
Value of interest in common/collective trusts at beginning of year2013-04-30$169,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$2,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$2,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$1,856,306
Net investment gain or loss from common/collective trusts2013-04-30$2,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$707,170
Employer contributions (assets) at end of year2013-04-30$707,170
Employer contributions (assets) at beginning of year2013-04-30$698,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$4,726,646
Contract administrator fees2013-04-30$47,664
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2013-04-30560574444
2012 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$1,444,132
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$126,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$70,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,254,703
Value of total assets at end of year2012-04-30$28,356,041
Value of total assets at beginning of year2012-04-30$27,038,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$56,311
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$551,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$551,833
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$454,979
Assets. Other investments not covered elsewhere at end of year2012-04-30$4,553,102
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$4,512,048
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$101,510
Other income not declared elsewhere2012-04-30$42,635
Administrative expenses (other) incurred2012-04-30$56,311
Total non interest bearing cash at end of year2012-04-30$2,254
Total non interest bearing cash at beginning of year2012-04-30$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,317,524
Value of net assets at end of year (total assets less liabilities)2012-04-30$28,356,041
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$27,038,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$22,930,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$21,741,204
Value of interest in common/collective trusts at end of year2012-04-30$169,898
Value of interest in common/collective trusts at beginning of year2012-04-30$156,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$2,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$7,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$7,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-407,603
Net investment gain or loss from common/collective trusts2012-04-30$2,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$698,214
Employer contributions (assets) at end of year2012-04-30$698,214
Employer contributions (assets) at beginning of year2012-04-30$621,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$70,297
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2012-04-30560574444
2011 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$-82,982
Total unrealized appreciation/depreciation of assets2011-04-30$-82,982
Total transfer of assets to this plan2011-04-30$2,459,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$3,545,321
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$4,415,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$4,371,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$995,502
Value of total assets at end of year2011-04-30$27,038,517
Value of total assets at beginning of year2011-04-30$25,450,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$44,442
Total interest from all sources2011-04-30$19,642
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$487,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$487,502
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$338,960
Assets. Other investments not covered elsewhere at end of year2011-04-30$4,512,048
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$8,499,897
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$35,055
Other income not declared elsewhere2011-04-30$250,287
Administrative expenses (other) incurred2011-04-30$15,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$-870,602
Value of net assets at end of year (total assets less liabilities)2011-04-30$27,038,517
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$25,450,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$28,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$21,741,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$2,585,859
Value of interest in pooled separate accounts at beginning of year2011-04-30$10,772,169
Interest earned on other investments2011-04-30$17,916
Value of interest in common/collective trusts at end of year2011-04-30$156,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$7,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$846,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$846,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$1,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$861,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$2,290,324
Net investment gain/loss from pooled separate accounts2011-04-30$-417,241
Net investment gain or loss from common/collective trusts2011-04-30$2,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$621,487
Employer contributions (assets) at end of year2011-04-30$621,487
Employer contributions (assets) at beginning of year2011-04-30$672,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$4,371,481
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$1,211,779
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2011-04-30560574444
2010 : CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN

2015: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingYes
2015-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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