401k Plan data: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN plan

THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN
Plan identification number	002

THE HEART CARE GROUP, P.C. PROFIT SHARING 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

THE HEART CARE GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE HEART CARE GROUP, P.C.

Employer identification number (EIN): 232886756

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SHEHZAD M. MALIK, M.D. 2023-10-12 SHEHZAD M. MALIK, M.D. 2023-10-12
002 2021-01-01 SHEHZAD M. MALIK, M.D. 2022-07-08 SHEHZAD M. MALIK, M.D. 2022-07-08
002 2020-01-01 SHEHZAD M. MALIK, M.D. 2021-10-14 SHEHZAD M. MALIK, M.D. 2021-10-14
002 2019-01-01 SHEHZAD M. MALIK, M.D. 2020-10-15 SHEHZAD M. MALIK, M.D. 2020-10-15
002 2018-01-01 SHEHZAD M. MALIK, M.D. 2019-10-15 SHEHZAD M. MALIK, M.D. 2019-10-15
002 2018-01-01 SHEHZAD M. MALIK, M.D. 2020-10-15 SHEHZAD M. MALIK, M.D. 2020-10-15
002 2017-01-01 SHEHZAD M. MALIK, M.D. 2018-10-15
002 2016-01-01 SHEHZAD M. MALIK, M.D.
002 2015-01-01 SHEHZAD M. MALIK, M.D.
002 2014-01-01 SHEHZAD M. MALIK, M.D.
002 2013-01-01 MARTIN MATSUMURA
002 2012-01-01 MARTIN MATSUMURA
002 2011-01-01 MARTIN MATSUMURA
002 2009-01-01 MARTIN E. MATSUMURA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	SHEHZAD M. MALIK, M.D.	2023-10-12	SHEHZAD M. MALIK, M.D.	2023-10-12
002	2021-01-01	SHEHZAD M. MALIK, M.D.	2022-07-08	SHEHZAD M. MALIK, M.D.	2022-07-08
002	2020-01-01	SHEHZAD M. MALIK, M.D.	2021-10-14	SHEHZAD M. MALIK, M.D.	2021-10-14
002	2019-01-01	SHEHZAD M. MALIK, M.D.	2020-10-15	SHEHZAD M. MALIK, M.D.	2020-10-15
002	2018-01-01	SHEHZAD M. MALIK, M.D.	2019-10-15	SHEHZAD M. MALIK, M.D.	2019-10-15
002	2018-01-01	SHEHZAD M. MALIK, M.D.	2020-10-15	SHEHZAD M. MALIK, M.D.	2020-10-15
002	2017-01-01	SHEHZAD M. MALIK, M.D.	2018-10-15
002	2016-01-01	SHEHZAD M. MALIK, M.D.
002	2015-01-01	SHEHZAD M. MALIK, M.D.
002	2014-01-01	SHEHZAD M. MALIK, M.D.
002	2013-01-01	MARTIN MATSUMURA
002	2012-01-01	MARTIN MATSUMURA
002	2011-01-01	MARTIN MATSUMURA
002	2009-01-01	MARTIN E. MATSUMURA

Plan Statistics for THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2016: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 31
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 98
Number of participants with account balances 2016-01-01 10
2015: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 61
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 63
Total of all active and inactive participants 2015-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 124
Number of participants with account balances 2015-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
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 32
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 97
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 34
Total of all active and inactive participants 2013-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 100
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 120
Number of participants with account balances 2012-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 95
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 31
Total of all active and inactive participants 2011-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 126
Number of participants with account balances 2011-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 109
Number of retired or separated participants receiving benefits 2009-01-01 39
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 148
Number of participants with account balances 2009-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2016: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	31
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	98
Number of participants with account balances	2016-01-01	10
2015: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	61
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	63
Total of all active and inactive participants	2015-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	124
Number of participants with account balances	2015-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
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	32
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	97
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	34
Total of all active and inactive participants	2013-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	100
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	120
Number of participants with account balances	2012-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	95
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	31
Total of all active and inactive participants	2011-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	126
Number of participants with account balances	2011-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	109
Number of retired or separated participants receiving benefits	2009-01-01	39
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	148
Number of participants with account balances	2009-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2016 : THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$17,093
Total income from all sources (including contributions)	2016-12-31	$671,019
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,736,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,732,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$230,759
Value of total assets at end of year	2016-12-31	$7,313,411
Value of total assets at beginning of year	2016-12-31	$10,395,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,404
Total interest from all sources	2016-12-31	$1,262
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$4,404
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$195,137
Participant contributions at end of year	2016-12-31	$30,861
Participant contributions at beginning of year	2016-12-31	$26,467
Participant contributions at end of year	2016-12-31	$5,839
Participant contributions at beginning of year	2016-12-31	$2,726
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$216,920
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$17,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-3,065,445
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,313,411
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,378,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,232,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,404,275
Interest on participant loans	2016-12-31	$1,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$218,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$218,579
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$1,205,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$438,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$35,622
Employer contributions (assets) at end of year	2016-12-31	$44,046
Employer contributions (assets) at beginning of year	2016-12-31	$77,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,732,060
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$819,666
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$6,423,604
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MOREY, NEE, BUCK & OSWALD LLC
Accountancy firm EIN	2016-12-31	274435968
2015 : THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-279,884
Total unrealized appreciation/depreciation of assets	2015-12-31	$-279,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$17,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$205
Total income from all sources (including contributions)	2015-12-31	$217,333
Total loss/gain on sale of assets	2015-12-31	$-55,660
Total of all expenses incurred	2015-12-31	$6,811,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,764,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$336,006
Value of total assets at end of year	2015-12-31	$10,395,949
Value of total assets at beginning of year	2015-12-31	$16,973,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,055
Total interest from all sources	2015-12-31	$48,482
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$163,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$77,214
Participant contributions at end of year	2015-12-31	$26,467
Participant contributions at beginning of year	2015-12-31	$89,233
Participant contributions at end of year	2015-12-31	$2,726
Participant contributions at beginning of year	2015-12-31	$1,400
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$216,920
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$210,799
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$17,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$180
Other income not declared elsewhere	2015-12-31	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-6,594,325
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,378,856
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,973,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$47,055
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,404,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,506,264
Interest on participant loans	2015-12-31	$2,983
Income. Interest from US Government securities	2015-12-31	$26,088
Income. Interest from corporate debt instruments	2015-12-31	$18,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$218,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$904,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$904,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$420
Asset value of US Government securities at end of year	2015-12-31	$1,205,624
Asset value of US Government securities at beginning of year	2015-12-31	$1,781,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$4,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$258,792
Employer contributions (assets) at end of year	2015-12-31	$77,214
Employer contributions (assets) at beginning of year	2015-12-31	$95,852
Income. Dividends from common stock	2015-12-31	$163,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,764,603
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$819,666
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,199,639
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$6,423,604
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$9,183,572
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$25
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$8,429,976
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$8,485,636
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MOREY, NEE, BUCK & OSWALD LLC
Accountancy firm EIN	2015-12-31	274435968
2014 : THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$205
Total income from all sources (including contributions)	2014-12-31	$1,708,731
Total loss/gain on sale of assets	2014-12-31	$79,472
Total of all expenses incurred	2014-12-31	$5,859,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,827,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$512,616
Value of total assets at end of year	2014-12-31	$16,973,386
Value of total assets at beginning of year	2014-12-31	$21,124,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$32,462
Total interest from all sources	2014-12-31	$57,702
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$435,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$209,943
Administrative expenses professional fees incurred	2014-12-31	$1,800
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$147,873
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$416,764
Participant contributions at end of year	2014-12-31	$89,233
Participant contributions at beginning of year	2014-12-31	$93,473
Participant contributions at end of year	2014-12-31	$1,400
Participant contributions at beginning of year	2014-12-31	$17,271
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$210,799
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$526,898
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$180
Other income not declared elsewhere	2014-12-31	$2,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-4,150,933
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,973,181
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,124,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$30,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,506,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,318,069
Interest on participant loans	2014-12-31	$4,344
Income. Interest from US Government securities	2014-12-31	$31,696
Income. Interest from corporate debt instruments	2014-12-31	$21,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$904,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,032,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,032,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$45
Asset value of US Government securities at end of year	2014-12-31	$1,781,411
Asset value of US Government securities at beginning of year	2014-12-31	$1,803,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$621,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$95,852
Employer contributions (assets) at end of year	2014-12-31	$95,852
Employer contributions (assets) at beginning of year	2014-12-31	$103,838
Income. Dividends from common stock	2014-12-31	$225,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,827,202
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,199,639
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,240,082
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$9,183,572
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$8,838,912
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$25
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$25
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$15,103,538
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$15,024,066
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	BUCKNO LISICKY & COMPANY, PC
Accountancy firm EIN	2014-12-31	232426656
2013 : THE HEART CARE GROUP, P.C. PROFIT SHARING 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	$205
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	$3,038,326
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,704,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,665,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$545,583
Value of total assets at end of year	2013-12-31	$21,124,319
Value of total assets at beginning of year	2013-12-31	$19,790,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$39,241
Total interest from all sources	2013-12-31	$54,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$379,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$1,605
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$147,873
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$41,931
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$441,745
Participant contributions at end of year	2013-12-31	$93,473
Participant contributions at beginning of year	2013-12-31	$82,984
Participant contributions at end of year	2013-12-31	$17,271
Participant contributions at beginning of year	2013-12-31	$26,865
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$526,898
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$438,814
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$81,113
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	$1,333,497
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,124,114
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,790,617
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
Investment advisory and management fees	2013-12-31	$37,636
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,318,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,510,591
Interest on participant loans	2013-12-31	$3,953
Income. Interest from US Government securities	2013-12-31	$13,944
Income. Interest from corporate debt instruments	2013-12-31	$32,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,032,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,550,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,550,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,464
Asset value of US Government securities at end of year	2013-12-31	$1,803,279
Asset value of US Government securities at beginning of year	2013-12-31	$2,002,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,978,341
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
Contributions received in cash from employer	2013-12-31	$103,838
Employer contributions (assets) at end of year	2013-12-31	$103,838
Employer contributions (assets) at beginning of year	2013-12-31	$287,170
Income. Dividends from preferred stock	2013-12-31	$27,515
Income. Dividends from common stock	2013-12-31	$351,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,665,588
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,240,082
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,352,339
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$8,838,912
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$4,496,810
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$25
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	BUCKNO LISICKY & COMPANY, PC
Accountancy firm EIN	2013-12-31	232426656
2012 : THE HEART CARE GROUP, P.C. PROFIT SHARING 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	$2,336,932
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$829,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$789,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$740,435
Value of total assets at end of year	2012-12-31	$19,790,617
Value of total assets at beginning of year	2012-12-31	$18,283,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$40,249
Total interest from all sources	2012-12-31	$78,538
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$383,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$6,064
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$41,931
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$76,391
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$453,265
Participant contributions at end of year	2012-12-31	$82,984
Participant contributions at beginning of year	2012-12-31	$107,035
Participant contributions at end of year	2012-12-31	$26,865
Participant contributions at beginning of year	2012-12-31	$2,325
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$438,814
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$432,168
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$159
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$62,171
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
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	$1,507,423
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,790,617
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,283,194
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,510,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,469,814
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$5,126
Income. Interest from US Government securities	2012-12-31	$38,118
Income. Interest from corporate debt instruments	2012-12-31	$31,953
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,550,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,710,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,710,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,341
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$2,002,307
Asset value of US Government securities at beginning of year	2012-12-31	$2,475,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,071,852
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
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$287,170
Employer contributions (assets) at end of year	2012-12-31	$287,170
Employer contributions (assets) at beginning of year	2012-12-31	$228,388
Income. Dividends from common stock	2012-12-31	$383,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$789,260
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,352,339
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,090,081
Contract administrator fees	2012-12-31	$34,185
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$4,496,810
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,691,038
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BUCKNO LISICKY & COMPANY, PC
Accountancy firm EIN	2012-12-31	232426656
2011 : THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$35,279
Total unrealized appreciation/depreciation of assets	2011-12-31	$35,279
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	$69
Total income from all sources (including contributions)	2011-12-31	$157,093
Total loss/gain on sale of assets	2011-12-31	$-410,306
Total of all expenses incurred	2011-12-31	$521,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$486,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$650,892
Value of total assets at end of year	2011-12-31	$18,283,194
Value of total assets at beginning of year	2011-12-31	$18,647,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$35,195
Total interest from all sources	2011-12-31	$107,544
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$366,311
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	$293,417
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$3,698
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$76,391
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$192,448
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$422,504
Participant contributions at end of year	2011-12-31	$107,035
Participant contributions at beginning of year	2011-12-31	$81,735
Participant contributions at end of year	2011-12-31	$2,325
Participant contributions at beginning of year	2011-12-31	$17,106
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$432,168
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$428,099
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,229
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$69
Other income not declared elsewhere	2011-12-31	$102,156
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
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	$-364,649
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,283,194
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,647,843
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$31,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,469,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,808,327
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$4,417
Income. Interest from US Government securities	2011-12-31	$70,517
Income. Interest from corporate debt instruments	2011-12-31	$31,613
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,710,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$661,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$661,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$997
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$2,475,333
Asset value of US Government securities at beginning of year	2011-12-31	$2,486,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-694,783
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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$228,388
Employer contributions (assets) at end of year	2011-12-31	$228,388
Employer contributions (assets) at beginning of year	2011-12-31	$296,413
Income. Dividends from preferred stock	2011-12-31	$6,034
Income. Dividends from common stock	2011-12-31	$66,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$486,547
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,090,081
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,016,545
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,691,038
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,658,194
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
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
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$410,306
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BUCKNO LISICKY & COMPANY, PC
Accountancy firm EIN	2011-12-31	232426656
2010 : THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$538,854
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$538,854
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$69
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,586
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,327,751
Total loss/gain on sale of assets	2010-12-31	$-76,570
Total of all expenses incurred	2010-12-31	$8,990,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$8,963,539
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$727,608
Value of total assets at end of year	2010-12-31	$18,647,912
Value of total assets at beginning of year	2010-12-31	$25,312,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,911
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$133,875
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$182,686
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	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$5,668
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$192,448
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$431,195
Participant contributions at end of year	2010-12-31	$81,735
Participant contributions at beginning of year	2010-12-31	$75,277
Participant contributions at end of year	2010-12-31	$17,106
Participant contributions at beginning of year	2010-12-31	$18,606
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$428,099
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$973,229
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$2,136
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$69
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,586
Other income not declared elsewhere	2010-12-31	$13,613
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
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
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$-6,662,699
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,647,843
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,310,542
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$21,243
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,808,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,187,784
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$4,264
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$111,426
Income. Interest from corporate debt instruments	2010-12-31	$14,505
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$661,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,227,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,227,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,680
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$2,486,235
Asset value of US Government securities at beginning of year	2010-12-31	$4,552,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$807,685
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$296,413
Employer contributions (assets) at end of year	2010-12-31	$296,413
Employer contributions (assets) at beginning of year	2010-12-31	$230,584
Income. Dividends from preferred stock	2010-12-31	$3,486
Income. Dividends from common stock	2010-12-31	$179,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$8,963,539
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,016,545
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$505,253
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,658,194
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$8,539,328
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$8,720,240
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$8,796,810
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BUCKNO LISICKY & COMPANY, PC
Accountancy firm EIN	2010-12-31	232426656

Form 5500 Responses for THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN

2016: THE HEART CARE GROUP, P.C. PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HEART CARE GROUP, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HEART CARE GROUP, P.C. PROFIT SHARING 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	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: THE HEART CARE GROUP, P.C. PROFIT SHARING 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: THE HEART CARE GROUP, P.C. PROFIT SHARING 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: THE HEART CARE GROUP, P.C. PROFIT SHARING 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
2009: THE HEART CARE GROUP, P.C. PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	GEORGE E. BOYER

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70865849

Policy instance

Insurance contract or identification number	70865849
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	ANNUASSURE CORPORATION

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	GEORGE E. BOYER

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	GEORGE E. BOYER

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70865849

Policy instance

Insurance contract or identification number	70865849
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	ANNUASSURE CORPORATION

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $366
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $366
Insurance broker organization code?	3
Insurance broker name	GEORGE E. BOYER

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70865849

Policy instance

Insurance contract or identification number	70865849
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	ANNUASSURE CORPORATION

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $370
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70865849

Policy instance

Insurance contract or identification number	70865849
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )

Policy contract number

P79A6502293

Policy instance

Insurance contract or identification number	P79A6502293
Number of Individuals Covered	1
Insurance policy start date	2009-02-23
Insurance policy end date	2010-02-23
Total amount of commissions paid to insurance broker	USD $460
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $460
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	GEORGE E. BOYER

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70865849

Policy instance

Insurance contract or identification number	70865849
Number of Individuals Covered	1
Insurance policy start date	2010-11-12
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $27,000
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,000
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	ANNUASSURE CORPORATION

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Company Name:	THE HEART CARE GROUP, P.C.
Employer identification number (EIN):	232886756
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)