THE CARDIOVASCULAR GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CVG PHYSICIANS GROUP, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : CVG PHYSICIANS GROUP, LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-87,786 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $363,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $334,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $921,488 |
Value of total assets at end of year | 2022-12-31 | $5,062,045 |
Value of total assets at beginning of year | 2022-12-31 | $5,513,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,522 |
Total interest from all sources | 2022-12-31 | $1,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $28,522 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $671,734 |
Participant contributions at end of year | 2022-12-31 | $36,189 |
Participant contributions at beginning of year | 2022-12-31 | $31,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $79,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-451,012 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,062,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,513,057 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,020,132 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,475,134 |
Interest on participant loans | 2022-12-31 | $1,683 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,724 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,687 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $6,687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,010,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $170,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $334,704 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MSTILLER, LLC |
Accountancy firm EIN | 2022-12-31 | 580673524 |
2021 : CVG PHYSICIANS GROUP, LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,194,874 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,285,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,250,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,444,959 |
Value of total assets at end of year | 2021-12-31 | $5,513,057 |
Value of total assets at beginning of year | 2021-12-31 | $4,603,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $35,527 |
Total interest from all sources | 2021-12-31 | $2,857 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $747,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $35,527 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $614,624 |
Participant contributions at end of year | 2021-12-31 | $31,236 |
Participant contributions at beginning of year | 2021-12-31 | $77,085 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $66,589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $909,325 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,513,057 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,603,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,475,134 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,518,519 |
Interest on participant loans | 2021-12-31 | $2,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,687 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $8,128 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $8,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $763,746 |
Income. Dividends from preferred stock | 2021-12-31 | $747,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,250,022 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MSTILLER, LLC |
Accountancy firm EIN | 2021-12-31 | 580673524 |
2020 : CVG PHYSICIANS GROUP, LLC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,092 |
Total income from all sources (including contributions) | 2020-12-31 | $1,623,252 |
Total loss/gain on sale of assets | 2020-12-31 | $657,646 |
Total of all expenses incurred | 2020-12-31 | $120,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $101,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $964,501 |
Value of total assets at end of year | 2020-12-31 | $4,603,732 |
Value of total assets at beginning of year | 2020-12-31 | $3,105,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,296 |
Total interest from all sources | 2020-12-31 | $1,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $19,296 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $637,810 |
Participant contributions at end of year | 2020-12-31 | $77,085 |
Participant contributions at beginning of year | 2020-12-31 | $16,499 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $30,643 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,502,350 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,603,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,101,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,518,519 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,055,121 |
Interest on participant loans | 2020-12-31 | $1,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $8,128 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $33,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $33,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $296,048 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $101,606 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,092 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $657,646 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MSTILLER, LLC |
Accountancy firm EIN | 2020-12-31 | 580673524 |
2019 : CVG PHYSICIANS GROUP, LLC 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,742,570 |
Total loss/gain on sale of assets | 2019-12-31 | $453,545 |
Total of all expenses incurred | 2019-12-31 | $116,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $101,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,288,530 |
Value of total assets at end of year | 2019-12-31 | $3,105,474 |
Value of total assets at beginning of year | 2019-12-31 | $1,479,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,931 |
Total interest from all sources | 2019-12-31 | $495 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $14,931 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $640,548 |
Participant contributions at end of year | 2019-12-31 | $16,499 |
Participant contributions at beginning of year | 2019-12-31 | $4,445 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $34,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,625,836 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,105,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,479,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,055,122 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,475,164 |
Interest on participant loans | 2019-12-31 | $495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $33,853 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $29 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $29 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $613,096 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $101,803 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,092 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $453,545 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOORE STEPHENS TILLER LLC |
Accountancy firm EIN | 2019-12-31 | 580673524 |