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PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 401k Plan overview

Plan NamePROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER
Plan identification number 003

PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUTH CAROLINA HEART CENTER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH CAROLINA HEART CENTER, P.A.
Employer identification number (EIN):570833891
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01KATHY KOENIG2020-03-13
0032019-01-01KATHY KOENIG2020-03-13
0032018-01-01KATHY KOENIG2019-05-13
0032017-01-01KATHY KOENIG2018-06-20
0032016-01-01KATHY KOENIG2017-03-30
0032015-01-01KATHY KOENIG2016-06-16
0032014-01-01KATHY KOENIG
0032013-01-01KATHY KOENIG
0032012-01-01KATHY KOENIG
0032011-01-01KATHY KOENIG
0032009-01-01KATHY KOENIG

Plan Statistics for PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER

401k plan membership statisitcs for PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER

Measure Date Value
2014: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-0160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0196
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01105
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-01273
Total number of active participants reported on line 7a of the Form 55002012-01-0160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01137
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01273
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-01280
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01302
Number of participants with account balances2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER

Measure Date Value
2014 : PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-601,995
Total unrealized appreciation/depreciation of assets2014-12-31$-601,995
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$695,822
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$379,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$12,794,283
Value of total assets at beginning of year2014-12-31$12,477,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$216,822
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,080,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$5
Total non interest bearing cash at beginning of year2014-12-31$205
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$316,457
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,794,283
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,477,826
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,809,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,648,192
Interest earned on other investments2014-12-31$216,822
Value of interest in common/collective trusts at end of year2014-12-31$827,164
Value of interest in common/collective trusts at beginning of year2014-12-31$888,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$327,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$328,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$328,614
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$1,080,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,365
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,830,574
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,612,082
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2014-12-31570940019
2013 : PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,382,945
Total unrealized appreciation/depreciation of assets2013-12-31$1,382,945
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$2,625,686
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,482,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,482,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$12,477,826
Value of total assets at beginning of year2013-12-31$15,334,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$125
Total interest from all sources2013-12-31$419,092
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$823,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$125
Total non interest bearing cash at end of year2013-12-31$205
Total non interest bearing cash at beginning of year2013-12-31$709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,856,665
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,477,826
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,334,491
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,648,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,423,199
Interest earned on other investments2013-12-31$419,092
Value of interest in common/collective trusts at end of year2013-12-31$888,733
Value of interest in common/collective trusts at beginning of year2013-12-31$1,065,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$328,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$429,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$429,530
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$823,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,482,226
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,612,082
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,415,103
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2013-12-31570940019
2012 : PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-11,678,447
Total unrealized appreciation/depreciation of assets2012-12-31$-11,678,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,370,125
Total loss/gain on sale of assets2012-12-31$13,496,339
Total of all expenses incurred2012-12-31$10,286,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,272,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$15,334,491
Value of total assets at beginning of year2012-12-31$23,250,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,820
Total interest from all sources2012-12-31$115,901
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$436,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$11,680
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$963
Administrative expenses (other) incurred2012-12-31$963
Total non interest bearing cash at end of year2012-12-31$709
Total non interest bearing cash at beginning of year2012-12-31$6,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-7,916,151
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,334,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,250,642
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$12,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,423,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,989,153
Interest earned on other investments2012-12-31$115,901
Value of interest in common/collective trusts at end of year2012-12-31$1,065,950
Value of interest in common/collective trusts at beginning of year2012-12-31$2,714,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$429,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$535,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$535,701
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$751,844
Income. Dividends from preferred stock2012-12-31$436,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,272,456
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,415,103
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,240,742
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
Aggregate proceeds on sale of assets2012-12-31$6,863,016
Aggregate carrying amount (costs) on sale of assets2012-12-31$-6,633,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2012-12-31570940019
2011 : PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,494,175
Total unrealized appreciation/depreciation of assets2011-12-31$-1,494,175
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$1,015,780
Total loss/gain on sale of assets2011-12-31$155,744
Total of all expenses incurred2011-12-31$2,737,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,723,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,874,720
Value of total assets at end of year2011-12-31$23,250,642
Value of total assets at beginning of year2011-12-31$24,972,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,508
Total interest from all sources2011-12-31$1,012
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$474,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$796,024
Participant contributions at end of year2011-12-31$11,680
Participant contributions at beginning of year2011-12-31$18,300
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$43,214
Assets. Other investments not covered elsewhere at end of year2011-12-31$963
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$962
Total non interest bearing cash at end of year2011-12-31$6,315
Total non interest bearing cash at beginning of year2011-12-31$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,722,187
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,250,642
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,972,829
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$14,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,989,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,706,181
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 earned on other investments2011-12-31$1,012
Value of interest in common/collective trusts at end of year2011-12-31$2,714,244
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$535,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,083,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,083,348
Net investment gain or loss from common/collective trusts2011-12-31$3,987
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$1,078,696
Employer contributions (assets) at end of year2011-12-31$751,844
Employer contributions (assets) at beginning of year2011-12-31$794,825
Income. Dividends from preferred stock2011-12-31$474,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,723,459
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,240,742
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,325,143
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
Aggregate proceeds on sale of assets2011-12-31$6,934,794
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,779,050
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2011-12-31570940019
2010 : PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,393,350
Total unrealized appreciation/depreciation of assets2010-12-31$2,393,350
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$4,618,189
Total loss/gain on sale of assets2010-12-31$-214,818
Total of all expenses incurred2010-12-31$2,224,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,212,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,061,122
Value of total assets at end of year2010-12-31$24,972,829
Value of total assets at beginning of year2010-12-31$22,578,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,674
Total interest from all sources2010-12-31$1,611
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$376,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$804,921
Participant contributions at end of year2010-12-31$18,300
Participant contributions at beginning of year2010-12-31$28,995
Participant contributions at end of year2010-12-31$43,214
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$962
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$962
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$113,215
Total non interest bearing cash at end of year2010-12-31$856
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,394,089
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,972,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,578,740
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$11,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,706,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,430,253
Interest earned on other investments2010-12-31$1,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,083,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,300,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,300,248
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$1,142,986
Employer contributions (assets) at end of year2010-12-31$794,825
Employer contributions (assets) at beginning of year2010-12-31$600,327
Income. Dividends from preferred stock2010-12-31$376,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,212,426
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,325,143
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,217,955
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$6,342,738
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,557,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2010-12-31570940019

Form 5500 Responses for PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER

2014: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: PROFIT SHARING PLAN OF SOUTH CAROLINA HEART CENTER 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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