401k Plan data: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN plan

AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 401k Plan overview

Plan Name	AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN
Plan identification number	001

AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN COLLEGE OF CARDIOLOGY has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN COLLEGE OF CARDIOLOGY

Employer identification number (EIN): 135641985

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN COLLEGE OF CARDIOLOGY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1817798

More information about AMERICAN COLLEGE OF CARDIOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 NICOLA F. KENNEDY 2020-10-14 NICOLA F. KENNEDY 2020-10-14
001 2014-01-01 NICOLA F. KENNEDY SHARMAN KAHN 2015-11-10
001 2013-01-01 NICOLA F. KENNEDY SHARMAN KAHN 2014-10-14
001 2012-01-01 NICOLA F. KENNEDY SHARMAN KAHN 2013-10-15
001 2011-01-01 NICOLA F. KENNEDY SHARMAN KAHN 2012-10-12
001 2010-01-01 SHARMAN KAHN CATHLEEN C. GATES 2011-10-17
001 2009-01-01 SHARMAN KAHN CATHLEEN C. GATES 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	NICOLA F. KENNEDY	2020-10-14	NICOLA F. KENNEDY	2020-10-14
001	2014-01-01	NICOLA F. KENNEDY		SHARMAN KAHN	2015-11-10
001	2013-01-01	NICOLA F. KENNEDY		SHARMAN KAHN	2014-10-14
001	2012-01-01	NICOLA F. KENNEDY		SHARMAN KAHN	2013-10-15
001	2011-01-01	NICOLA F. KENNEDY		SHARMAN KAHN	2012-10-12
001	2010-01-01	SHARMAN KAHN		CATHLEEN C. GATES	2011-10-17
001	2009-01-01	SHARMAN KAHN		CATHLEEN C. GATES	2010-10-15

Plan Statistics for AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN

401k plan membership statisitcs for AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN

Measure Date Value
2014: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 258
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 241
Total of all active and inactive participants 2013-01-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 499
Number of participants with account balances 2013-01-01 467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 240
Number of retired or separated participants receiving benefits 2012-01-01 29
Number of other retired or separated participants entitled to future benefits 2012-01-01 257
Total of all active and inactive participants 2012-01-01 526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 526
Number of participants with account balances 2012-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 212
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 211
Total of all active and inactive participants 2011-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 423
Number of participants with account balances 2011-01-01 413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 264
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 171
Total of all active and inactive participants 2010-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 435
Number of participants with account balances 2010-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 188
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 179
Total of all active and inactive participants 2009-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 368
Number of participants with account balances 2009-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	258
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	241
Total of all active and inactive participants	2013-01-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	499
Number of participants with account balances	2013-01-01	467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	240
Number of retired or separated participants receiving benefits	2012-01-01	29
Number of other retired or separated participants entitled to future benefits	2012-01-01	257
Total of all active and inactive participants	2012-01-01	526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	526
Number of participants with account balances	2012-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	212
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	211
Total of all active and inactive participants	2011-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	423
Number of participants with account balances	2011-01-01	413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	264
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	171
Total of all active and inactive participants	2010-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	435
Number of participants with account balances	2010-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	188
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	179
Total of all active and inactive participants	2009-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	368
Number of participants with account balances	2009-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN

Measure	Date	Value
2014 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-01-01	$0
Total transfer of assets from this plan	2014-01-01	$24,023,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-01	$0
Total income from all sources (including contributions)	2014-01-01	$0
Total loss/gain on sale of assets	2014-01-01	$0
Total of all expenses incurred	2014-01-01	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-01-01	$0
Value of total assets at end of year	2014-01-01	$0
Value of total assets at beginning of year	2014-01-01	$24,023,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-01-01	$0
Total interest from all sources	2014-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-01-01	$0
Was this plan covered by a fidelity bond	2014-01-01	Yes
Value of fidelity bond cover	2014-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2014-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2014-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-01	No
Value of net income/loss	2014-01-01	$0
Value of net assets at end of year (total assets less liabilities)	2014-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-01-01	$24,023,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-01-01	No
Were any leases to which the plan was party in default or uncollectible	2014-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-01-01	$17,664,043
Value of interest in pooled separate accounts at end of year	2014-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2014-01-01	$1,321,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-01-01	$5,037,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-01-01	No
Was there a failure to transmit to the plan any participant contributions	2014-01-01	No
Has the plan failed to provide any benefit when due under the plan	2014-01-01	No
Did the plan have assets held for investment	2014-01-01	No
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	2014-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-01-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2014-01-01	Disclaimer
Accountancy firm name	2014-01-01	BDO USA, LLP
Accountancy firm EIN	2014-01-01	135381590
2013 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,571,052
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,105,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,105,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,176,669
Value of total assets at end of year	2013-12-31	$24,023,047
Value of total assets at beginning of year	2013-12-31	$20,557,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$189,185
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$298,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$298,384
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,880,293
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$296,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,465,121
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,023,047
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,557,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,664,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,234,477
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,321,187
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,203,971
Interest earned on other investments	2013-12-31	$189,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,037,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,119,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,787,653
Net investment gain/loss from pooled separate accounts	2013-12-31	$119,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,105,931
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BDO USA, LLP
Accountancy firm EIN	2013-12-31	135381590
2012 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,559,217
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$591,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$591,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,692,893
Value of total assets at end of year	2012-12-31	$20,557,926
Value of total assets at beginning of year	2012-12-31	$16,590,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$170,135
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$123,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$123,591
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,672,538
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,020,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,967,559
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,557,926
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$16,590,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,234,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,824,626
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,203,971
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$924,751
Interest earned on other investments	2012-12-31	$170,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,119,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,840,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,475,011
Net investment gain/loss from pooled separate accounts	2012-12-31	$97,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$591,658
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BDO USA, LLP
Accountancy firm EIN	2012-12-31	135381590
2011 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,646,172
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$445,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$445,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,592,202
Value of total assets at end of year	2011-12-31	$16,590,367
Value of total assets at beginning of year	2011-12-31	$15,389,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$142,985
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,440
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,442,925
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$149,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,200,568
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,590,367
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,389,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,824,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,930,525
Value of interest in pooled separate accounts at end of year	2011-12-31	$924,751
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$771,220
Interest earned on other investments	2011-12-31	$142,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,840,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,688,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-257,419
Net investment gain/loss from pooled separate accounts	2011-12-31	$104,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$445,604
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BDO USA, LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,209,169
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$785,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$785,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,787,218
Value of total assets at end of year	2010-12-31	$15,389,799
Value of total assets at beginning of year	2010-12-31	$12,966,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$116,416
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$27,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$27,756
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,311,531
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$47,658
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$475,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,423,602
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,389,799
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,966,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,930,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,842,574
Value of interest in pooled separate accounts at end of year	2010-12-31	$771,220
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$596,723
Interest earned on other investments	2010-12-31	$116,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,688,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,479,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,190,329
Net investment gain/loss from pooled separate accounts	2010-12-31	$87,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$785,567
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO USA, LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN

2014: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN COLLEGE OF CARDIOLOGY TDA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN COLLEGE OF CARDIOLOGY
Employer identification number (EIN):	135641985
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1817798