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THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,
Plan identification number 003

THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FLORIDA CARDIOLOGY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA CARDIOLOGY, P.A.
Employer identification number (EIN):592262342
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about FLORIDA CARDIOLOGY, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-03-25
Company Identification Number: G30409
Legal Registered Office Address: 483 N. SEMORAN BLVD

WINTER PARK

32792

More information about FLORIDA CARDIOLOGY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOSEPH MACAU
0032016-01-01JOSEPH ADOLPH MACAU
0032015-01-01JOSEPH ADOLPH MACAU
0032014-01-01JOSEPH ADOLPH MACAU
0032013-01-01JOSEPH MACAU
0032012-01-01JOE MACAU JOE MACAU2013-10-15
0032011-01-01SHAUN STUCKY SHAUN STUCKY2012-10-12
0032010-01-01DARRELL BENGE,CFO DARRELL BENGE,CFO2011-08-24
0032009-01-01DARRELL BENGE,CFO DARRELL BENGE,CFO2010-10-07

Plan Statistics for THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,

401k plan membership statisitcs for THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,

Measure Date Value
2022: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2022 401k membership
Total participants, beginning-of-year2022-01-01314
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01302
Number of participants with account balances2022-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2021 401k membership
Total participants, beginning-of-year2021-01-01505
Total number of active participants reported on line 7a of the Form 55002021-01-01247
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01308
Number of participants with account balances2021-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2020 401k membership
Total participants, beginning-of-year2020-01-01464
Total number of active participants reported on line 7a of the Form 55002020-01-01207
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01267
Total of all active and inactive participants2020-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01474
Number of participants with account balances2020-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2019 401k membership
Total participants, beginning-of-year2019-01-01448
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01235
Total of all active and inactive participants2019-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01457
Number of participants with account balances2019-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2018 401k membership
Total participants, beginning-of-year2018-01-01375
Total number of active participants reported on line 7a of the Form 55002018-01-01248
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01195
Total of all active and inactive participants2018-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01443
Number of participants with account balances2018-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2017 401k membership
Total participants, beginning-of-year2017-01-01329
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01368
Number of participants with account balances2017-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01350
Number of participants with account balances2016-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2015 401k membership
Total participants, beginning-of-year2015-01-01223
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 benefits2015-01-0183
Total of all active and inactive participants2015-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01276
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01224
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01224
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01149
Total participants2012-01-01149
Number of participants with account balances2012-01-01122
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01148
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2010 401k membership
Total participants, beginning-of-year2010-01-01257
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0197
Total of all active and inactive participants2010-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01205
Number of participants with account balances2010-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2009 401k membership
Total participants, beginning-of-year2009-01-01216
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01245
Number of participants with account balances2009-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,

Measure Date Value
2022 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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$0
Total income from all sources (including contributions)2022-12-31$-763,538
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$515,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$447,999
Value of total corrective distributions2022-12-31$13,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$870,764
Value of total assets at end of year2022-12-31$9,419,877
Value of total assets at beginning of year2022-12-31$10,698,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,223
Total interest from all sources2022-12-31$3,335
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$280,489
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$280,489
Administrative expenses professional fees incurred2022-12-31$4,000
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$861,892
Participant contributions at end of year2022-12-31$72,700
Participant contributions at beginning of year2022-12-31$50,052
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,872
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,278,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,419,877
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,698,590
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$8,307,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,388,699
Value of interest in pooled separate accounts at end of year2022-12-31$92,859
Value of interest in pooled separate accounts at beginning of year2022-12-31$94,562
Interest on participant loans2022-12-31$2,936
Interest earned on other investments2022-12-31$399
Value of interest in common/collective trusts at end of year2022-12-31$937,351
Value of interest in common/collective trusts at beginning of year2022-12-31$1,122,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,701,084
Net investment gain/loss from pooled separate accounts2022-12-31$-8,567
Net investment gain or loss from common/collective trusts2022-12-31$-208,475
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$447,506
Contract administrator fees2022-12-31$49,223
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 name2022-12-31CARR RIGGS & INGRAM LLC
Accountancy firm EIN2022-12-31721396621
2021 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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$1,814,577
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$556,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$485,370
Expenses. Certain deemed distributions of participant loans2021-12-31$-26,871
Value of total corrective distributions2021-12-31$37,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$859,347
Value of total assets at end of year2021-12-31$10,698,590
Value of total assets at beginning of year2021-12-31$9,440,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,091
Total interest from all sources2021-12-31$4,467
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$428,978
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$428,978
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 period2021-12-31Yes
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$859,344
Participant contributions at end of year2021-12-31$50,052
Participant contributions at beginning of year2021-12-31$86,290
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$31
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$1,258,213
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,698,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,440,377
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$9,388,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,785,357
Value of interest in pooled separate accounts at end of year2021-12-31$94,562
Interest on participant loans2021-12-31$4,388
Interest earned on other investments2021-12-31$79
Value of interest in common/collective trusts at end of year2021-12-31$1,122,089
Value of interest in common/collective trusts at beginning of year2021-12-31$568,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$393,605
Net investment gain/loss from pooled separate accounts2021-12-31$16,736
Net investment gain or loss from common/collective trusts2021-12-31$111,444
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$485,339
Contract administrator fees2021-12-31$60,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31CARR RIGGS & INGRAM LLC
Accountancy firm EIN2021-12-31721396621
2020 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,848,477
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$656,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$624,446
Expenses. Certain deemed distributions of participant loans2020-12-31$10,991
Value of total corrective distributions2020-12-31$3,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$788,989
Value of total assets at end of year2020-12-31$9,440,378
Value of total assets at beginning of year2020-12-31$8,248,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,320
Total interest from all sources2020-12-31$5,767
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$493,138
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$493,138
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$788,989
Participant contributions at end of year2020-12-31$86,290
Participant contributions at beginning of year2020-12-31$90,998
Other income not declared elsewhere2020-12-31$15,010
Administrative expenses (other) incurred2020-12-31$18,320
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
Value of net income/loss2020-12-31$1,191,507
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,440,378
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,248,871
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$8,785,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,830,198
Interest on participant loans2020-12-31$5,767
Value of interest in common/collective trusts at end of year2020-12-31$568,731
Value of interest in common/collective trusts at beginning of year2020-12-31$327,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$478,839
Net investment gain or loss from common/collective trusts2020-12-31$66,734
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$624,446
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,165,231
Total income from all sources (including contributions)2019-12-31$2,165,231
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$255,435
Total of all expenses incurred2019-12-31$255,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$193,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$193,117
Expenses. Certain deemed distributions of participant loans2019-12-31$9,470
Expenses. Certain deemed distributions of participant loans2019-12-31$9,470
Value of total corrective distributions2019-12-31$36,002
Value of total corrective distributions2019-12-31$36,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$913,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$913,561
Value of total assets at end of year2019-12-31$8,248,871
Value of total assets at end of year2019-12-31$8,248,871
Value of total assets at beginning of year2019-12-31$6,339,075
Value of total assets at beginning of year2019-12-31$6,339,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,846
Total interest from all sources2019-12-31$5,742
Total interest from all sources2019-12-31$5,742
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$518,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$518,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$518,047
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$518,047
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$876,406
Contributions received from participants2019-12-31$876,406
Participant contributions at end of year2019-12-31$90,998
Participant contributions at end of year2019-12-31$90,998
Participant contributions at beginning of year2019-12-31$82,201
Participant contributions at beginning of year2019-12-31$82,201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,155
Other income not declared elsewhere2019-12-31$15,035
Other income not declared elsewhere2019-12-31$15,035
Administrative expenses (other) incurred2019-12-31$16,846
Administrative expenses (other) incurred2019-12-31$16,846
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
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$1,909,796
Value of net income/loss2019-12-31$1,909,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,248,871
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,248,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,339,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,339,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$7,830,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,830,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,183,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,183,057
Interest on participant loans2019-12-31$5,742
Interest on participant loans2019-12-31$5,742
Value of interest in common/collective trusts at end of year2019-12-31$327,675
Value of interest in common/collective trusts at end of year2019-12-31$327,675
Value of interest in common/collective trusts at beginning of year2019-12-31$73,817
Value of interest in common/collective trusts at beginning of year2019-12-31$73,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$669,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$669,589
Net investment gain or loss from common/collective trusts2019-12-31$43,257
Net investment gain or loss from common/collective trusts2019-12-31$43,257
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$193,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$193,117
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
Accountancy firm EIN2019-12-31721396621
2018 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$458,945
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$807,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$717,620
Expenses. Certain deemed distributions of participant loans2018-12-31$16,542
Value of total corrective distributions2018-12-31$58,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$803,091
Value of total assets at end of year2018-12-31$6,339,075
Value of total assets at beginning of year2018-12-31$6,687,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,000
Total interest from all sources2018-12-31$5,131
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$404,232
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$404,232
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$802,696
Participant contributions at end of year2018-12-31$82,201
Participant contributions at beginning of year2018-12-31$97,843
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$395
Other income not declared elsewhere2018-12-31$15,004
Administrative expenses (other) incurred2018-12-31$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-348,836
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,339,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,687,911
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$6,183,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,542,496
Interest on participant loans2018-12-31$5,131
Value of interest in common/collective trusts at end of year2018-12-31$73,817
Value of interest in common/collective trusts at beginning of year2018-12-31$47,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-762,398
Net investment gain or loss from common/collective trusts2018-12-31$-6,115
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$717,620
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,426,116
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$225,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$145,071
Expenses. Certain deemed distributions of participant loans2017-12-31$714
Value of total corrective distributions2017-12-31$62,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$667,745
Value of total assets at end of year2017-12-31$6,687,911
Value of total assets at beginning of year2017-12-31$5,487,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,515
Total interest from all sources2017-12-31$5,012
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$187,697
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$187,697
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$611,927
Participant contributions at end of year2017-12-31$97,843
Participant contributions at beginning of year2017-12-31$88,685
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,818
Other income not declared elsewhere2017-12-31$14,994
Administrative expenses (other) incurred2017-12-31$17,515
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$1,200,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,687,911
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,487,548
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$6,542,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,373,709
Interest on participant loans2017-12-31$5,012
Value of interest in common/collective trusts at end of year2017-12-31$47,572
Value of interest in common/collective trusts at beginning of year2017-12-31$25,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$546,013
Net investment gain or loss from common/collective trusts2017-12-31$4,655
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$145,071
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$857,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$131,791
Expenses. Certain deemed distributions of participant loans2016-12-31$686
Value of total corrective distributions2016-12-31$80,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$535,479
Value of total assets at end of year2016-12-31$5,487,548
Value of total assets at beginning of year2016-12-31$4,860,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,110
Total interest from all sources2016-12-31$4,612
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$159,545
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$159,545
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$487,000
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$512,216
Participant contributions at end of year2016-12-31$88,685
Participant contributions at beginning of year2016-12-31$101,355
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,263
Other income not declared elsewhere2016-12-31$15,010
Administrative expenses (other) incurred2016-12-31$17,110
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$627,087
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,487,548
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,860,461
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$5,373,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,745,694
Interest on participant loans2016-12-31$4,612
Value of interest in common/collective trusts at end of year2016-12-31$25,154
Value of interest in common/collective trusts at beginning of year2016-12-31$13,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,841
Net investment gain or loss from common/collective trusts2016-12-31$1,841
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$131,791
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$49,624
Total income from all sources (including contributions)2015-12-31$374,562
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$633,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$616,138
Expenses. Certain deemed distributions of participant loans2015-12-31$746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$424,357
Value of total assets at end of year2015-12-31$4,860,461
Value of total assets at beginning of year2015-12-31$5,169,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,900
Total interest from all sources2015-12-31$5,052
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$282,281
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$282,281
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$421,455
Participant contributions at end of year2015-12-31$101,355
Participant contributions at beginning of year2015-12-31$106,690
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$49,624
Other income not declared elsewhere2015-12-31$15,000
Administrative expenses (other) incurred2015-12-31$16,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-259,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,860,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,119,683
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$4,745,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,055,469
Interest on participant loans2015-12-31$5,052
Value of interest in common/collective trusts at end of year2015-12-31$13,412
Value of interest in common/collective trusts at beginning of year2015-12-31$7,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-352,112
Net investment gain or loss from common/collective trusts2015-12-31$-16
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$616,138
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 name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,624
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$676,348
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$498,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$362,150
Expenses. Certain deemed distributions of participant loans2014-12-31$44,737
Value of total corrective distributions2014-12-31$78,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$331,293
Value of total assets at end of year2014-12-31$5,169,307
Value of total assets at beginning of year2014-12-31$4,941,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,220
Total interest from all sources2014-12-31$5,388
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$197,669
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$197,669
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$495,000
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$306,500
Participant contributions at end of year2014-12-31$106,690
Participant contributions at beginning of year2014-12-31$110,959
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$49,624
Other income not declared elsewhere2014-12-31$12,360
Administrative expenses (other) incurred2014-12-31$13,220
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$178,046
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,119,683
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,941,637
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$5,055,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,828,417
Interest on participant loans2014-12-31$5,388
Value of interest in common/collective trusts at end of year2014-12-31$7,148
Value of interest in common/collective trusts at beginning of year2014-12-31$2,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129,401
Net investment gain or loss from common/collective trusts2014-12-31$237
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$362,150
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 name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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$830,985
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$202,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,415
Value of total corrective distributions2013-12-31$67,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$247,782
Value of total assets at end of year2013-12-31$4,941,637
Value of total assets at beginning of year2013-12-31$4,313,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,849
Total interest from all sources2013-12-31$5,156
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$129,412
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$129,412
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$432,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$247,782
Participant contributions at end of year2013-12-31$110,959
Participant contributions at beginning of year2013-12-31$125,131
Administrative expenses (other) incurred2013-12-31$18,849
Total non interest bearing cash at beginning of year2013-12-31$2,070
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$628,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,941,637
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,313,366
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$4,828,417
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,182,593
Interest on participant loans2013-12-31$5,156
Value of interest in common/collective trusts at end of year2013-12-31$2,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$448,635
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2012 401k financial data
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$545,477
Total of all expenses incurred2012-12-31$218,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$199,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,383
Value of total assets at end of year2012-12-31$4,313,366
Value of total assets at beginning of year2012-12-31$3,986,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,467
Total interest from all sources2012-12-31$5,064
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$205,980
Participant contributions at end of year2012-12-31$125,131
Participant contributions at beginning of year2012-12-31$123,186
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$2,070
Total non interest bearing cash at beginning of year2012-12-31$8,000
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$327,365
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,313,366
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,986,001
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
Value of interest in pooled separate accounts at end of year2012-12-31$4,182,593
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,615,634
Interest on participant loans2012-12-31$5,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,268
Net investment gain/loss from pooled separate accounts2012-12-31$334,030
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 beginning of year2012-12-31$236,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$199,645
Contract administrator fees2012-12-31$18,467
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 name2012-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2011 401k financial data
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$382,054
Total of all expenses incurred2011-12-31$556,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$533,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$474,547
Value of total assets at end of year2011-12-31$3,986,001
Value of total assets at beginning of year2011-12-31$4,160,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,022
Total interest from all sources2011-12-31$5,034
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$211,887
Participant contributions at end of year2011-12-31$123,186
Participant contributions at beginning of year2011-12-31$80,745
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$25,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$8,000
Total non interest bearing cash at beginning of year2011-12-31$15,368
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-174,001
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,986,001
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,160,002
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
Value of interest in pooled separate accounts at end of year2011-12-31$3,615,634
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,819,390
Interest on participant loans2011-12-31$5,020
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,260
Net investment gain/loss from pooled separate accounts2011-12-31$-97,527
Net investment gain or loss from common/collective trusts2011-12-31$0
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$236,913
Employer contributions (assets) at end of year2011-12-31$236,913
Employer contributions (assets) at beginning of year2011-12-31$242,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$533,033
Contract administrator fees2011-12-31$23,022
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 name2011-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2011-12-31721396621
2010 : THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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$862,391
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$637,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$618,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$554,716
Value of total assets at end of year2010-12-31$4,160,002
Value of total assets at beginning of year2010-12-31$3,935,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,851
Total interest from all sources2010-12-31$3,890
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$309,972
Participant contributions at end of year2010-12-31$80,745
Participant contributions at beginning of year2010-12-31$67,979
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$15,368
Total non interest bearing cash at beginning of year2010-12-31$2,753
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$0
Value of net income/loss2010-12-31$224,552
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,160,002
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,935,450
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
Value of interest in pooled separate accounts at end of year2010-12-31$3,819,390
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,514,622
Interest on participant loans2010-12-31$3,839
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,617
Net investment gain/loss from pooled separate accounts2010-12-31$303,785
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$242,239
Employer contributions (assets) at end of year2010-12-31$242,239
Employer contributions (assets) at beginning of year2010-12-31$347,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$618,988
Contract administrator fees2010-12-31$18,851
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
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 name2010-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2010-12-31721396621

Form 5500 Responses for THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY,

2022: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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: THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471241
Policy instance 1
Insurance contract or identification number471241
Number of Individuals Covered302
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered302
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471241
Policy instance 1
Insurance contract or identification number471241
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56369
Policy instance 1
Insurance contract or identification number56369
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-02
Total amount of commissions paid to insurance brokerUSD $10,395
Total amount of fees paid to insurance companyUSD $5,956
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
Commission paid to Insurance BrokerUSD $10,395
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBATES & COMPANY, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56369
Policy instance 1
Insurance contract or identification number56369
Number of Individuals Covered121
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,867
Insurance broker organization code?3
Insurance broker nameBATES AND COMPANY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56369
Policy instance 1
Insurance contract or identification number56369
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,423
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number56369
Policy instance 1
Insurance contract or identification number56369
Number of Individuals Covered157
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,136
Total amount of fees paid to insurance companyUSD $5,930
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,136
Insurance broker organization code?3
Amount paid for insurance broker fees5930
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameVANGUARD GROUP, INC.

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