Plan5500

Cardiovascular Medicine, P. C. 401(K) Profit — Form 5500 plan (Cardiovascular Medicine, P.C.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cardiovascular Medicine, P. C. 401(K) Profit is a benefit plan reported by Cardiovascular Medicine, P.C. under EIN 42-1085919 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $56,346,144 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardiovascular Medicine, P.C.
EIN
42-1085919
Plan number
001
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
294
End-of-year plan assets
$56,346,144

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241216112938NAL0000858067001
2023281H, C20241014173812NAL0013699171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$56,346,144

Income & contributions

Total contributions
$0
Total income / additions
$1,681,824

Expenses & distributions

Benefits paid
$276,732
Administrative expenses
$6,840
Total expenses
$283,572
Net increase / (decrease)
$1,398,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$47,743$02023
Investment Consulting GroupNONE$35,172not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$6,840$02023

Related Form 5500 pages