401k Plan data: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN plan

CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN
Plan identification number	001

CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARING HEART CARDIOLOGY AND PRIMARY CARE PC has sponsored the creation of one or more 401k plans.

Company Name: CARING HEART CARDIOLOGY AND PRIMARY CARE PC

Employer identification number (EIN): 842221164

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01

Plan Statistics for CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN

Measure Date Value
2025: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-09 5
Total number of particpants at end of year 2025-09-09 5
2024: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-18 3
Total number of particpants at end of year 2024-06-18 5
2022: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 363,755
Acturial value of plan assets 2022-12-31 363,755
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 163,879
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 273,133
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 273,133
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 195,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 195,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 157,951
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 155,801
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 136,567
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 45,945
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 45,945
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 155,801
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 259,340
Acturial value of plan assets 2021-12-31 259,340
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 45,220
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 113,130
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 113,130
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 156,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 156,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 197,962
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 195,628
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 112,967
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 195,628
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2025: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-09	5
Total number of particpants at end of year	2025-09-09	5
2024: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-18	3
Total number of particpants at end of year	2024-06-18	5
2022: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	363,755
Acturial value of plan assets	2022-12-31	363,755
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	163,879
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	273,133
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	273,133
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	195,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	195,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	157,951
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	155,801
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	136,567
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	45,945
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	45,945
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	155,801
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	259,340
Acturial value of plan assets	2021-12-31	259,340
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	45,220
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	113,130
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	113,130
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	156,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	156,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	197,962
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	195,628
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	112,967
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	195,628
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-09	0
Total liabilities as of the end of the plan year	2025-09-09	0
Total liabilities as of the beginning of the plan year	2025-09-09	0
Total expenses incurred by plan in this plan year	2025-09-09	0
Net assets as of the end of the plan year	2025-09-09	1202078
Total assets as of the beginning of the plan year	2025-09-09	826713
Value of plan covered by a fidelity bond	2025-09-09	80000
Participant contributions to plan in this plan year	2025-09-09	0
Other expenses paid from plan in this plan year	2025-09-09	0
Other contributions to plan in this plan year	2025-09-09	0
Other income to plan in this plan year	2025-09-09	195365
Plan net income in this plan year	2025-09-09	375365
Net assets as of the end of the plan year	2025-09-09	1202078
Net assets as of the beginning of the plan year	2025-09-09	826713
Employer contributions to plan in this plan year	2025-09-09	180000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-09	0
2024 : CARING HEART CARDIOLOGY AND PRIMARY CARE PC DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-18	0
Total liabilities as of the end of the plan year	2024-06-18	0
Total liabilities as of the beginning of the plan year	2024-06-18	0
Total expenses incurred by plan in this plan year	2024-06-18	3
Net assets as of the end of the plan year	2024-06-18	826713
Total assets as of the beginning of the plan year	2024-06-18	521706
Value of plan covered by a fidelity bond	2024-06-18	80000
Participant contributions to plan in this plan year	2024-06-18	0
Other expenses paid from plan in this plan year	2024-06-18	0
Other contributions to plan in this plan year	2024-06-18	0
Other income to plan in this plan year	2024-06-18	105010
Plan net income in this plan year	2024-06-18	305007
Net assets as of the end of the plan year	2024-06-18	826713
Net assets as of the beginning of the plan year	2024-06-18	521706
Employer contributions to plan in this plan year	2024-06-18	200000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-18	3

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Company Name:	CARING HEART CARDIOLOGY AND PRIMARY CARE PC
Employer identification number (EIN):	842221164
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)