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METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMETROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

METROPOLITAN CARDIOLOGY CONSULTANTS P.A. has sponsored the creation of one or more 401k plans.

Company Name:METROPOLITAN CARDIOLOGY CONSULTANTS P.A.
Employer identification number (EIN):411787141
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL DULAS2023-10-16
0012021-01-01DAN DULAS2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIKE RASMUSSEN
0012016-01-01MIKE RASMUSSEN
0012016-01-01
0012015-01-01MIKE RASMUSSEN
0012014-01-01MIKE RASMUSSEN
0012013-01-01MIKE RASMUSSEN
0012012-01-01MIKE RASMUSSEN
0012011-01-01MIKE RASMUSSEN
0012010-01-01MIKE RASMUSSEN
0012009-01-01MIKE RASMUSSEN

Plan Statistics for METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01298
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01324
Number of participants with account balances2022-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01202
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01278
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01287
Total number of active participants reported on line 7a of the Form 55002020-01-01224
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01223
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01277
Number of participants with account balances2019-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01259
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01261
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01245
Total number of active participants reported on line 7a of the Form 55002017-01-01204
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01219
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01219
Number of participants with account balances2015-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01205
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01197
Total number of active participants reported on line 7a of the Form 55002010-01-01187
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01192
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,884,822
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,851,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,849,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,608,561
Value of total assets at end of year2022-12-31$67,449,206
Value of total assets at beginning of year2022-12-31$79,185,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,550
Total interest from all sources2022-12-31$3,046,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$73,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$73,274
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,987,321
Participant contributions at end of year2022-12-31$155,709
Participant contributions at beginning of year2022-12-31$100,350
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$610,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,736,229
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,449,206
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,185,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,714,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$72,523,564
Interest on participant loans2022-12-31$5,155
Income. Interest from corporate debt instruments2022-12-31$3,041,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,271,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,317,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,613,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,010,986
Employer contributions (assets) at end of year2022-12-31$1,307,809
Employer contributions (assets) at beginning of year2022-12-31$1,243,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,849,857
Contract administrator fees2022-12-31$1,550
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,835,012
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,356,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,355,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,246,977
Value of total assets at end of year2021-12-31$79,185,435
Value of total assets at beginning of year2021-12-31$68,706,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$700
Total interest from all sources2021-12-31$61,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,480,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,480,228
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,839,597
Participant contributions at end of year2021-12-31$100,350
Participant contributions at beginning of year2021-12-31$72,735
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$507,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,478,600
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,185,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,706,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$72,523,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,036,956
Interest on participant loans2021-12-31$4,449
Interest earned on other investments2021-12-31$57,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,317,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,376,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,046,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,900,202
Employer contributions (assets) at end of year2021-12-31$1,243,624
Employer contributions (assets) at beginning of year2021-12-31$1,220,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,355,712
Contract administrator fees2021-12-31$700
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILEY LLP
Accountancy firm EIN2021-12-31450250958
2020 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,159,289
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,256,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,255,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,659,931
Value of total assets at end of year2020-12-31$68,706,835
Value of total assets at beginning of year2020-12-31$60,804,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$850
Total interest from all sources2020-12-31$96,418
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,943,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,943,859
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,770,627
Participant contributions at end of year2020-12-31$72,735
Participant contributions at beginning of year2020-12-31$172,178
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,220
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,902,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,706,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,804,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,036,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,007,584
Interest on participant loans2020-12-31$6,831
Interest earned on other investments2020-12-31$89,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,376,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,513,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,459,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,877,084
Employer contributions (assets) at end of year2020-12-31$1,220,431
Employer contributions (assets) at beginning of year2020-12-31$1,111,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,255,908
Contract administrator fees2020-12-31$850
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PETERSON WHITAKER & BJORK LLC
Accountancy firm EIN2020-12-31461138140
2019 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,046,806
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,083,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,082,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,844,470
Value of total assets at end of year2019-12-31$60,804,304
Value of total assets at beginning of year2019-12-31$48,841,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,625
Total interest from all sources2019-12-31$76,142
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,538,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,538,815
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,604,772
Participant contributions at end of year2019-12-31$172,178
Participant contributions at beginning of year2019-12-31$277,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$492,313
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,963,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,804,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,841,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,007,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,204,243
Interest on participant loans2019-12-31$12,104
Interest earned on other investments2019-12-31$64,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,513,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,345,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,587,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,747,385
Employer contributions (assets) at end of year2019-12-31$1,111,346
Employer contributions (assets) at beginning of year2019-12-31$1,014,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,082,123
Contract administrator fees2019-12-31$1,625
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PETERSON WHITAKER & BJORK LLC
Accountancy firm EIN2019-12-31461138140
2018 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$247,253
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$611,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$610,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,138,784
Value of total assets at end of year2018-12-31$48,841,246
Value of total assets at beginning of year2018-12-31$49,205,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,425
Total interest from all sources2018-12-31$57,004
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,716,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,716,474
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,394,591
Participant contributions at end of year2018-12-31$277,380
Participant contributions at beginning of year2018-12-31$384,903
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-364,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,841,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,205,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,204,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,346,221
Interest on participant loans2018-12-31$14,630
Interest earned on other investments2018-12-31$42,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,345,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,544,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,665,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,595,969
Employer contributions (assets) at end of year2018-12-31$1,014,402
Employer contributions (assets) at beginning of year2018-12-31$930,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$610,473
Contract administrator fees2018-12-31$1,425
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PETERSON WHITAKER & BJORK LLC
Accountancy firm EIN2018-12-31461138140
2017 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,772,262
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,285,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,273,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,796,227
Value of total assets at end of year2017-12-31$49,205,891
Value of total assets at beginning of year2017-12-31$41,718,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,640
Total interest from all sources2017-12-31$73,828
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,917,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,917,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,296,849
Participant contributions at end of year2017-12-31$384,903
Participant contributions at beginning of year2017-12-31$417,104
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$40,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,487,175
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,205,891
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,718,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,346,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,140,329
Interest on participant loans2017-12-31$17,019
Interest earned on other investments2017-12-31$56,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,544,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,213,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,984,735
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,474,393
Employer contributions (assets) at end of year2017-12-31$930,455
Employer contributions (assets) at beginning of year2017-12-31$906,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,273,447
Contract administrator fees2017-12-31$11,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PETERSON WHITAKER & BJORK LLC
Accountancy firm EIN2017-12-31461138140
2016 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$0
Total income from all sources (including contributions)2016-12-31$5,880,438
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,710,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,686,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,869,113
Value of total assets at end of year2016-12-31$41,718,716
Value of total assets at beginning of year2016-12-31$38,548,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,459
Total interest from all sources2016-12-31$69,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,540,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,540,480
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,183,465
Participant contributions at end of year2016-12-31$417,104
Participant contributions at beginning of year2016-12-31$525,893
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$263,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$40,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,169,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,718,716
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,548,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,140,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,992,687
Interest on participant loans2016-12-31$19,968
Interest earned on other investments2016-12-31$49,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,213,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,133,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,401,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,422,047
Employer contributions (assets) at end of year2016-12-31$906,840
Employer contributions (assets) at beginning of year2016-12-31$896,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,686,189
Contract administrator fees2016-12-31$24,459
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PETERSON WHITAKER & BJORK LLC
Accountancy firm EIN2016-12-31461138140
2015 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,609,054
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$624,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$568,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,544,303
Value of total assets at end of year2015-12-31$38,548,926
Value of total assets at beginning of year2015-12-31$36,564,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,674
Total interest from all sources2015-12-31$66,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,277,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,277,683
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,132,177
Participant contributions at end of year2015-12-31$525,893
Participant contributions at beginning of year2015-12-31$250,262
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,984,109
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,548,926
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,564,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,992,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,588,372
Interest on participant loans2015-12-31$16,885
Interest earned on other investments2015-12-31$49,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,133,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,844,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,279,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,391,626
Employer contributions (assets) at end of year2015-12-31$896,903
Employer contributions (assets) at beginning of year2015-12-31$881,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$568,271
Contract administrator fees2015-12-31$56,674
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PIEPER WHITAKER & BJORK LLC
Accountancy firm EIN2015-12-31461138140
2014 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,133,626
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$634,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$559,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,623,587
Value of total assets at end of year2014-12-31$36,564,817
Value of total assets at beginning of year2014-12-31$32,065,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,452
Total interest from all sources2014-12-31$59,612
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,212,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,212,362
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,108,390
Participant contributions at end of year2014-12-31$250,262
Participant contributions at beginning of year2014-12-31$215,940
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$157,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,499,284
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,564,817
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,065,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,588,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,329,057
Interest on participant loans2014-12-31$10,123
Interest earned on other investments2014-12-31$49,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,844,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,657,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$238,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,357,912
Employer contributions (assets) at end of year2014-12-31$881,919
Employer contributions (assets) at beginning of year2014-12-31$862,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$559,890
Contract administrator fees2014-12-31$1,869
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PIEPER WHITAKER & BJORK LLC
Accountancy firm EIN2014-12-31461138140
2013 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,491,480
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$698,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$642,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,716,279
Value of total assets at end of year2013-12-31$32,065,533
Value of total assets at beginning of year2013-12-31$25,272,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,415
Total interest from all sources2013-12-31$50,425
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,726,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,726,180
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,090,950
Participant contributions at end of year2013-12-31$215,940
Participant contributions at beginning of year2013-12-31$234,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$297,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,793,347
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,065,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,272,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$53,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,329,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,474,836
Interest on participant loans2013-12-31$9,984
Interest earned on other investments2013-12-31$40,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,657,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,820,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,998,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,327,714
Employer contributions (assets) at end of year2013-12-31$862,749
Employer contributions (assets) at beginning of year2013-12-31$742,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$642,718
Contract administrator fees2013-12-31$2,146
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PIEPER WHITAKER & BJORK LLC
Accountancy firm EIN2013-12-31461138140
2012 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,961,031
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$827,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$781,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,447,505
Value of total assets at end of year2012-12-31$25,272,186
Value of total assets at beginning of year2012-12-31$21,139,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$46,705
Total interest from all sources2012-12-31$52,224
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$669,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$669,129
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,032,660
Participant contributions at end of year2012-12-31$234,517
Participant contributions at beginning of year2012-12-31$243,139
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$220,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,133,059
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,272,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,139,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$44,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,474,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,131,123
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$10,081
Interest earned on other investments2012-12-31$42,143
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,820,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,969,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,792,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,194,552
Employer contributions (assets) at end of year2012-12-31$742,153
Employer contributions (assets) at beginning of year2012-12-31$795,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$781,267
Contract administrator fees2012-12-31$2,116
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PIEPER WHITAKER & BJORK LLC
Accountancy firm EIN2012-12-31461138140
2011 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,623,720
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$891,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$814,151
Expenses. Certain deemed distributions of participant loans2011-12-31$16,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,178,750
Value of total assets at end of year2011-12-31$21,139,127
Value of total assets at beginning of year2011-12-31$20,407,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,329
Total interest from all sources2011-12-31$9,693
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$848,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$848,774
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$923,544
Participant contributions at end of year2011-12-31$243,139
Participant contributions at beginning of year2011-12-31$220,268
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$732,098
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,139,127
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,407,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$40,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,131,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,225,730
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$9,693
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,969,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,239,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,413,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,230,607
Employer contributions (assets) at end of year2011-12-31$795,360
Employer contributions (assets) at beginning of year2011-12-31$721,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$814,151
Contract administrator fees2011-12-31$20,916
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MTK LLC
Accountancy firm EIN2011-12-31411841185
2010 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,540,103
Total loss/gain on sale of assets2010-12-31$590,154
Total of all expenses incurred2010-12-31$1,039,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$997,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,059,365
Value of total assets at end of year2010-12-31$20,407,029
Value of total assets at beginning of year2010-12-31$16,906,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,080
Total interest from all sources2010-12-31$11,092
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$467,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$467,442
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$894,254
Participant contributions at end of year2010-12-31$220,268
Participant contributions at beginning of year2010-12-31$161,018
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$18,693
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$1,087
Value of net income/loss2010-12-31$3,500,336
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,407,029
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,906,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$34,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,225,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,054,758
Income. Interest from loans (other than to participants)2010-12-31$11,092
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,239,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,932,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,412,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,133,137
Employer contributions (assets) at end of year2010-12-31$721,823
Employer contributions (assets) at beginning of year2010-12-31$739,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$997,687
Contract administrator fees2010-12-31$7,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$590,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOQUIST THORVILSON KAUFMANN KENNEDY
Accountancy firm EIN2010-12-31411841185
2009 : METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2022: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: METROPOLITAN CARDIOLOGY CONSULTANTS P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered29
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered27
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered28
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number385700-01
Policy instance 1
Insurance contract or identification number385700-01
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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