401k Plan data: FLORIDA HEART GROUP PA RETIREMENT PLAN plan

FLORIDA HEART GROUP PA RETIREMENT PLAN 401k Plan overview

Plan Name	FLORIDA HEART GROUP PA RETIREMENT PLAN
Plan identification number	001

FLORIDA HEART GROUP PA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

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

Company Name: FLORIDA HEART GROUP, P.A.

Employer identification number (EIN): 592582139

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

Additional information about FLORIDA HEART GROUP, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1985-08-26

Company Identification Number: H73203

Legal Registered Office Address: 1613 N MILLS AVENUE

ORLANDO

32803

More information about FLORIDA HEART GROUP, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA HEART GROUP PA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 ANDREW LAVERGHETTA ANDREW LAVERGHETTA 2014-10-07
001 2012-01-01 ANDREW LAVERGHETTA ANDREW LAVERGHETTA 2013-10-11
001 2011-01-01 ANDREW LAVERGHETTA
001 2009-01-01 ANDREW LAVERGHETTA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	ANDREW LAVERGHETTA	ANDREW LAVERGHETTA	2014-10-07
001	2012-01-01	ANDREW LAVERGHETTA	ANDREW LAVERGHETTA	2013-10-11
001	2011-01-01	ANDREW LAVERGHETTA
001	2009-01-01	ANDREW LAVERGHETTA

Plan Statistics for FLORIDA HEART GROUP PA RETIREMENT PLAN

401k plan membership statisitcs for FLORIDA HEART GROUP PA RETIREMENT PLAN

Measure Date Value
2013: FLORIDA HEART GROUP PA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FLORIDA HEART GROUP PA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 28
Number of other retired or separated participants entitled to future benefits 2012-01-01 129
Total of all active and inactive participants 2012-01-01 157
Total participants 2012-01-01 157
Number of participants with account balances 2012-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FLORIDA HEART GROUP PA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 14
2009: FLORIDA HEART GROUP PA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 116
Number of retired or separated participants receiving benefits 2009-01-01 21
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 168
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2013: FLORIDA HEART GROUP PA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FLORIDA HEART GROUP PA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	28
Number of other retired or separated participants entitled to future benefits	2012-01-01	129
Total of all active and inactive participants	2012-01-01	157
Total participants	2012-01-01	157
Number of participants with account balances	2012-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FLORIDA HEART GROUP PA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	14
2009: FLORIDA HEART GROUP PA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	116
Number of retired or separated participants receiving benefits	2009-01-01	21
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	168
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on FLORIDA HEART GROUP PA RETIREMENT PLAN

Measure	Date	Value
2013 : FLORIDA HEART GROUP PA RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,072,448
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$11,294,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$11,243,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$4,777,850
Value of total assets at beginning of year	2013-12-31	$15,000,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$51,314
Total interest from all sources	2013-12-31	$4,160
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$51,272
Participant contributions at beginning of year	2013-12-31	$209,476
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$159,284
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$24,276
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,876,285
Other income not declared elsewhere	2013-12-31	$-82,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-10,222,178
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,777,850
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,000,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$51,314
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,273,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,352,617
Interest on participant loans	2013-12-31	$4,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$428,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,815,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,815,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,151,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$587,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$11,243,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN	2013-12-31	593214308
2012 : FLORIDA HEART GROUP PA RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,656,510
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,275,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,204,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,408,925
Value of total assets at end of year	2012-12-31	$15,000,028
Value of total assets at beginning of year	2012-12-31	$13,618,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$71,061
Total interest from all sources	2012-12-31	$10,170
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$502,271
Participant contributions at end of year	2012-12-31	$209,476
Participant contributions at beginning of year	2012-12-31	$212,444
Participant contributions at end of year	2012-12-31	$159,284
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,876,285
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,443,603
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$50,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$110,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,381,296
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,000,028
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,618,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$71,061
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,352,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,683,757
Interest on participant loans	2012-12-31	$10,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,815,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,723,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,723,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,126,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$855,829
Employer contributions (assets) at end of year	2012-12-31	$587,081
Employer contributions (assets) at beginning of year	2012-12-31	$555,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,204,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN	2012-12-31	593214308
2011 : FLORIDA HEART GROUP PA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,003,348
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$236,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$150,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,374,790
Value of total assets at end of year	2011-12-31	$13,618,732
Value of total assets at beginning of year	2011-12-31	$12,852,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$86,040
Total interest from all sources	2011-12-31	$10,301
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$485,761
Participant contributions at end of year	2011-12-31	$212,444
Participant contributions at beginning of year	2011-12-31	$223,564
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,443,603
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,379,924
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$76,725
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-24,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$766,406
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,618,732
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,852,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$86,040
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,683,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,675,799
Interest on participant loans	2011-12-31	$10,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,723,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$71,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$71,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-356,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$812,304
Employer contributions (assets) at end of year	2011-12-31	$555,593
Employer contributions (assets) at beginning of year	2011-12-31	$501,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$150,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN	2011-12-31	593214308
2010 : FLORIDA HEART GROUP PA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,639,771
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$493,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$412,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,186,212
Value of total assets at end of year	2010-12-31	$12,852,326
Value of total assets at beginning of year	2010-12-31	$10,705,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$80,956
Total interest from all sources	2010-12-31	$13,023
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$445,335
Participant contributions at end of year	2010-12-31	$223,564
Participant contributions at beginning of year	2010-12-31	$177,785
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$15,694
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,379,924
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,064,489
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$227,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,146,760
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,852,326
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,705,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$80,956
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,675,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,941,854
Interest on participant loans	2010-12-31	$13,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$71,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$64,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$64,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,212,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$740,877
Employer contributions (assets) at end of year	2010-12-31	$501,614
Employer contributions (assets) at beginning of year	2010-12-31	$441,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$412,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	AVERETT WARMUS DURKEE OSBURN HENNIN
Accountancy firm EIN	2010-12-31	593214308

Form 5500 Responses for FLORIDA HEART GROUP PA RETIREMENT PLAN

2013: FLORIDA HEART GROUP PA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FLORIDA HEART GROUP PA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FLORIDA HEART GROUP PA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FLORIDA HEART GROUP PA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FLORIDA HEART GROUP, P.A.
Employer identification number (EIN):	592582139
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1985-08-26
Company Identification Number:	H73203
Legal Registered Office Address:	1613 N MILLS AVENUE ORLANDO 32803