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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
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

Plan Statistics for CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN

Measure Date Value
2015: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0171
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0162
Total participants2013-01-0162
Number of participants with account balances2013-01-0155
2012: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0170
Total number of active participants reported on line 7a of the Form 55002012-01-0159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0171
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0164
Total number of active participants reported on line 7a of the Form 55002011-01-0164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0170
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0168
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0166
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: CARDIO-PULMONARY ASSOCIATES MEDICAL GROUP, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0166
Total number of active participants reported on line 7a of the Form 55002008-01-0158
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-019
Total of all active and inactive participants2008-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0167
Number of participants with account balances2008-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

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

Measure Date Value
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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