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CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameCARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN
Plan identification number 001

CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) 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.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP
Employer identification number (EIN):770515255
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HANS POGGEMEYER2024-09-04
0012022-01-01HANS POGGEMEYER2023-06-15
0012021-01-01HANS POGGEMEYER2022-09-15
0012020-01-01HANS POGGEMEYER2021-08-30
0012019-01-01HANS POGGEMEYER2020-10-06
0012018-01-01HANS POGGEMEYER2019-07-20
0012017-01-01JOHN KOOSTRA2018-07-24
0012016-01-01JOHN KOOSRTA2017-06-27
0012015-01-01JOHN KOOSTRA
0012014-01-01TRISH JACKSON
0012013-01-01TRISH JACKSON
0012012-01-01RICHARD KANAK
0012011-01-01RICHARD KANAK
0012009-01-01 RICHARD KANAK2010-09-15
0012009-01-01RICHARD KANAK
0012008-01-01RICHARD KANAK

Financial Data on CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2025 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-043643254
Net assets as of the end of the plan year2025-03-044
Total assets as of the beginning of the plan year2025-03-043448109
Value of plan covered by a fidelity bond2025-03-04385000
Participant contributions to plan in this plan year2025-03-044002
Value of participant loans at end of plan year2025-03-040
Other income to plan in this plan year2025-03-04189347
Plan net income in this plan year2025-03-04-3448105
Net assets as of the end of the plan year2025-03-044
Net assets as of the beginning of the plan year2025-03-043448109
Employer contributions to plan in this plan year2025-03-041800
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-0413196
2024 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0456309
Net assets as of the end of the plan year2024-09-043448109
Total assets as of the beginning of the plan year2024-09-042936657
Value of plan covered by a fidelity bond2024-09-04385000
Participant contributions to plan in this plan year2024-09-0460851
Value of participant loans at end of plan year2024-09-0411179
Other income to plan in this plan year2024-09-04475287
Plan net income in this plan year2024-09-04511452
Net assets as of the end of the plan year2024-09-043448109
Net assets as of the beginning of the plan year2024-09-042936657
Employer contributions to plan in this plan year2024-09-0431623
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0422273
2022 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-15499490
Net assets as of the end of the plan year2022-09-153443515
Total assets as of the beginning of the plan year2022-09-153490194
Value of plan covered by a fidelity bond2022-09-15385000
Participant contributions to plan in this plan year2022-09-1572084
Value of participant loans at end of plan year2022-09-154001
Other income to plan in this plan year2022-09-15343027
Plan net income in this plan year2022-09-15-46679
Net assets as of the end of the plan year2022-09-153443515
Net assets as of the beginning of the plan year2022-09-153490194
Employer contributions to plan in this plan year2022-09-1537700
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1522567
2015 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$5,640,976
Expenses. Total of all expenses incurred2015-12-31$3,092,665
Benefits paid (including direct rollovers)2015-12-31$3,082,123
Total plan assets at end of year2015-12-31$2,548,311
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$81,039
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$16,647
Other income received2015-12-31$5,497,448
Net income (gross income less expenses)2015-12-31$2,548,311
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,548,311
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of participant loans2015-12-31$10,852
Total contributions received or receivable from employer(s)2015-12-31$45,842
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$717
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$643,239
Expenses. Total of all expenses incurred2014-12-31$795,039
Benefits paid (including direct rollovers)2014-12-31$753,749
Total plan assets at end of year2014-12-31$5,420,974
Total plan assets at beginning of year2014-12-31$5,572,774
Value of fidelity bond covering the plan2014-12-31$450,000
Total contributions received or receivable from participants2014-12-31$224,353
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$302,744
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-151,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,420,974
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,572,774
Assets. Value of participant loans2014-12-31$8,963
Total contributions received or receivable from employer(s)2014-12-31$116,142
Value of certain deemed distributions of participant loans2014-12-31$39,436
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,854
2013 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,271,909
Expenses. Total of all expenses incurred2013-12-31$848,201
Benefits paid (including direct rollovers)2013-12-31$846,386
Total plan assets at end of year2013-12-31$5,572,774
Total plan assets at beginning of year2013-12-31$5,149,066
Value of fidelity bond covering the plan2013-12-31$450,000
Total contributions received or receivable from participants2013-12-31$285,713
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$34,160
Other income received2013-12-31$822,869
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$423,708
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,572,774
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,149,066
Assets. Value of participant loans2013-12-31$76,728
Total contributions received or receivable from employer(s)2013-12-31$129,167
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,815
2012 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,101,307
Expenses. Total of all expenses incurred2012-12-31$115,769
Benefits paid (including direct rollovers)2012-12-31$112,717
Total plan assets at end of year2012-12-31$5,149,066
Total plan assets at beginning of year2012-12-31$4,163,528
Value of fidelity bond covering the plan2012-12-31$450,000
Total contributions received or receivable from participants2012-12-31$326,164
Other income received2012-12-31$533,794
Net income (gross income less expenses)2012-12-31$985,538
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,149,066
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,163,528
Assets. Value of participant loans2012-12-31$92,635
Total contributions received or receivable from employer(s)2012-12-31$241,349
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$421,555
Expenses. Total of all expenses incurred2011-12-31$193,361
Benefits paid (including direct rollovers)2011-12-31$177,541
Total plan assets at end of year2011-12-31$4,163,528
Total plan assets at beginning of year2011-12-31$3,935,334
Value of fidelity bond covering the plan2011-12-31$450,000
Total contributions received or receivable from participants2011-12-31$349,101
Other income received2011-12-31$-78,055
Net income (gross income less expenses)2011-12-31$228,194
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,163,528
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,935,334
Assets. Value of participant loans2011-12-31$83,225
Total contributions received or receivable from employer(s)2011-12-31$150,509
Value of certain deemed distributions of participant loans2011-12-31$13,755
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$930,795
Expenses. Total of all expenses incurred2010-12-31$93,847
Benefits paid (including direct rollovers)2010-12-31$90,782
Total plan assets at end of year2010-12-31$3,935,334
Total plan assets at beginning of year2010-12-31$3,098,386
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$298,218
Other income received2010-12-31$423,860
Net income (gross income less expenses)2010-12-31$836,948
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,935,334
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,098,386
Assets. Value of participant loans2010-12-31$75,212
Total contributions received or receivable from employer(s)2010-12-31$208,717
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN

2015: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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