401k Plan data: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN plan

CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN
Plan identification number	001

CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES

Employer identification number (EIN): 943236308

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL HICKS 2013-10-14
001 2011-01-01 ASH JAIN 2012-07-23
001 2010-01-01 ASHIT JAIN 2011-09-29

Plan Statistics for CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN

Measure Date Value
2021: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 33
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2019: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 32
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 81
Number of participants with account balances 2019-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 43
Total of all active and inactive participants 2018-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 76
Number of participants with account balances 2018-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 53
Total of all active and inactive participants 2017-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 77
Number of participants with account balances 2017-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 53
Total of all active and inactive participants 2016-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 73
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5

Measure	Date	Value
2021: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	33
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2019: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	32
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	81
Number of participants with account balances	2019-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	43
Total of all active and inactive participants	2018-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	76
Number of participants with account balances	2018-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	53
Total of all active and inactive participants	2017-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	77
Number of participants with account balances	2017-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	53
Total of all active and inactive participants	2016-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	73
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5

Financial Data on CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN

Measure	Date	Value
2021 : CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,717,193
Expenses. Total of all expenses incurred	2021-12-31	$15,624
Benefits paid (including direct rollovers)	2021-12-31	$15,549
Total plan assets at end of year	2021-12-31	$3,720,368
Total plan assets at beginning of year	2021-12-31	$2,018,799
Value of fidelity bond covering the plan	2021-12-31	$201,880
Total contributions received or receivable from participants	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,600,687
Net income (gross income less expenses)	2021-12-31	$1,701,569
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,720,368
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,018,799
Total contributions received or receivable from employer(s)	2021-12-31	$116,506
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$75
2019 : CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$273,248
Expenses. Total of all expenses incurred	2019-12-31	$28,164
Benefits paid (including direct rollovers)	2019-12-31	$27,633
Total plan assets at end of year	2019-12-31	$1,768,869
Total plan assets at beginning of year	2019-12-31	$1,523,785
Value of fidelity bond covering the plan	2019-12-31	$152,379
Total contributions received or receivable from participants	2019-12-31	$48,000
Other income received	2019-12-31	$157,370
Net income (gross income less expenses)	2019-12-31	$245,084
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,768,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,523,785
Total contributions received or receivable from employer(s)	2019-12-31	$67,878
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$531
2018 : CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$128,144
Expenses. Total of all expenses incurred	2018-12-31	$50,221
Benefits paid (including direct rollovers)	2018-12-31	$50,221
Total plan assets at end of year	2018-12-31	$1,523,785
Total plan assets at beginning of year	2018-12-31	$1,445,862
Value of fidelity bond covering the plan	2018-12-31	$144,587
Total contributions received or receivable from participants	2018-12-31	$48,000
Other income received	2018-12-31	$-36,458
Net income (gross income less expenses)	2018-12-31	$77,923
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,523,785
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,445,862
Total contributions received or receivable from employer(s)	2018-12-31	$116,602
2017 : CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$155,609
Expenses. Total of all expenses incurred	2017-12-31	$42,240
Benefits paid (including direct rollovers)	2017-12-31	$41,940
Total plan assets at end of year	2017-12-31	$1,445,862
Total plan assets at beginning of year	2017-12-31	$1,332,493
Value of fidelity bond covering the plan	2017-12-31	$133,250
Total contributions received or receivable from participants	2017-12-31	$12,000
Other income received	2017-12-31	$65,571
Net income (gross income less expenses)	2017-12-31	$113,369
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,445,862
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,332,493
Total contributions received or receivable from employer(s)	2017-12-31	$78,038
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$300
2016 : CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$176,525
Expenses. Total of all expenses incurred	2016-12-31	$876,746
Benefits paid (including direct rollovers)	2016-12-31	$875,746
Total plan assets at end of year	2016-12-31	$1,332,493
Total plan assets at beginning of year	2016-12-31	$2,032,714
Value of fidelity bond covering the plan	2016-12-31	$133,250
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$62,057
Net income (gross income less expenses)	2016-12-31	$-700,221
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,332,493
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,032,714
Total contributions received or receivable from employer(s)	2016-12-31	$66,468
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN

2021: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2019: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

407-80325

Policy instance

Insurance contract or identification number	407-80325
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,785
Total amount of fees paid to insurance company	USD $75
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,785
Insurance broker organization code?	3
Amount paid for insurance broker fees	75
Additional information about fees paid to insurance broker	DISTRIBUTION

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

40780325

Policy instance

Insurance contract or identification number	40780325
Number of Individuals Covered	81
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,894
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,894
Insurance broker organization code?	3

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Company Name:	CALIFORNIA CARDIOVASCULAR CONSULTANTS MEDICAL ASSOCIATES
Employer identification number (EIN):	943236308
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL HICKS	2013-10-14
001	2011-01-01	ASH JAIN	2012-07-23
001	2010-01-01	ASHIT JAIN	2011-09-29