Cardiovascular Associates Of Marin & San Francisco Profit Sharing 401(K) Plan — Form 5500 plan (Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc.)

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 Associates Of Marin & San Francisco Profit Sharing 401(K) Plan is a benefit plan reported by Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc. under EIN 94-2157429 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $19,285,045 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.3MPlan net assets, end of year$19,284,782
Participants38Covered participants reported
Assets / participant$507.5KComputed: assets ÷ participants$507,501 (computed)
Provider compensationNone reported
Plan sponsor
Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc.
EIN
94-2157429
Plan number
002
Plan type
2
Location
Larkspur, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338I20250313090111NAL0034604560001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$263
Money in vs. money out
Total income / additions$3.6M
Total expenses$140.4K
Benefits paid / distributions$116K
Contributions
Employer$703K
Participant$498.8K
Full reported line items

Net assets

Total assets (EOY)
$19,285,045
Total liabilities (EOY)
$263
Net assets (EOY)
$19,284,782
Net assets (BOY)
$15,839,055

Income & contributions

Employer contributions
$702,984
Participant contributions
$498,779
Total income / additions
$3,586,132

Expenses & distributions

Benefits paid
$116,050
Administrative expenses
$24,355
Total expenses
$140,405
Net increase / (decrease)
$3,445,727
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages