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THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN
Plan identification number 002

THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 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.
  • 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.

401k Sponsoring company profile

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

Company Name:COASTAL CARDIOLOGY CONSULTANTS, P.A.
Employer identification number (EIN):593233548
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about COASTAL CARDIOLOGY CONSULTANTS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-04-04
Company Identification Number: P94000025596
Legal Registered Office Address: ALLEN DELL, P.A.

TAMPA

33606

More information about COASTAL CARDIOLOGY CONSULTANTS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01PATRICIA EDGAR
0022011-01-01PATRICIA EDGAR
0022009-01-01PATRICIA EDGAR

Plan Statistics for THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN

401k plan membership statisitcs for THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN

Measure Date Value
2015: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0143
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01176
Number of participants with account balances2014-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01194
Total participants2013-01-01194
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01188
Total participants2012-01-01188
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01196
Total participants2011-01-01196
Number of participants with account balances2011-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01150
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01185
Total participants2009-01-01185
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN

Measure Date Value
2015 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$780,871
Total of all expenses incurred2015-12-31$17,337,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,332,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$646,942
Value of total assets at end of year2015-12-31$501,388
Value of total assets at beginning of year2015-12-31$17,057,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,846
Total interest from all sources2015-12-31$9,287
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$298,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$298,734
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$501,705
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$680
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$285,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,556,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$501,388
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,057,873
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$468,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,856,132
Income. Interest from loans (other than to participants)2015-12-31$9,287
Value of interest in common/collective trusts at end of year2015-12-31$82
Value of interest in common/collective trusts at beginning of year2015-12-31$84,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$33,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$219,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$219,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-174,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$144,557
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$612,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,332,510
Contract administrator fees2015-12-31$4,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591687531
2014 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,665,563
Total of all expenses incurred2014-12-31$3,462,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,459,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,408,482
Value of total assets at end of year2014-12-31$17,057,873
Value of total assets at beginning of year2014-12-31$17,854,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,826
Total interest from all sources2014-12-31$12,172
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,377,661
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$1,377,661
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$599,384
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,342
Assets. Loans (other than to participants) at end of year2014-12-31$285,382
Assets. Loans (other than to participants) at beginning of year2014-12-31$262,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-796,961
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,057,873
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,854,834
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$15,856,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,550,333
Income. Interest from loans (other than to participants)2014-12-31$12,172
Value of interest in common/collective trusts at end of year2014-12-31$84,702
Value of interest in common/collective trusts at beginning of year2014-12-31$107,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$219,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$219,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$219,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-133,539
Net investment gain or loss from common/collective trusts2014-12-31$787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$784,756
Employer contributions (assets) at end of year2014-12-31$612,433
Employer contributions (assets) at beginning of year2014-12-31$715,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,459,698
Contract administrator fees2014-12-31$2,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591687531
2013 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,864,285
Total of all expenses incurred2013-12-31$1,810,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,807,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,607,775
Value of total assets at end of year2013-12-31$17,854,834
Value of total assets at beginning of year2013-12-31$14,800,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,771
Total interest from all sources2013-12-31$9,146
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$847,642
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$847,642
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$669,845
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,245
Assets. Loans (other than to participants) at end of year2013-12-31$262,313
Assets. Loans (other than to participants) at beginning of year2013-12-31$243,444
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$3,053,947
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,854,834
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,800,887
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$16,550,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,383,082
Income. Interest from loans (other than to participants)2013-12-31$9,146
Value of interest in common/collective trusts at end of year2013-12-31$107,725
Value of interest in common/collective trusts at beginning of year2013-12-31$103,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$219,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$285,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$285,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,398,665
Net investment gain or loss from common/collective trusts2013-12-31$1,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$927,685
Employer contributions (assets) at end of year2013-12-31$715,223
Employer contributions (assets) at beginning of year2013-12-31$779,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,807,567
Contract administrator fees2013-12-31$2,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31591687531
2012 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,340,708
Total of all expenses incurred2012-12-31$1,125,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,123,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,699,425
Value of total assets at end of year2012-12-31$14,800,887
Value of total assets at beginning of year2012-12-31$12,586,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,291
Total interest from all sources2012-12-31$9,171
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$383,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$383,712
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$650,347
Participant contributions at end of year2012-12-31$5,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,248
Assets. Loans (other than to participants) at end of year2012-12-31$243,444
Assets. Loans (other than to participants) at beginning of year2012-12-31$215,533
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$2,214,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,800,887
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,586,090
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$13,383,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,372,164
Income. Interest from loans (other than to participants)2012-12-31$9,171
Value of interest in common/collective trusts at end of year2012-12-31$103,989
Value of interest in common/collective trusts at beginning of year2012-12-31$100,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$285,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$283,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$283,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,247,102
Net investment gain or loss from common/collective trusts2012-12-31$1,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$989,830
Employer contributions (assets) at end of year2012-12-31$779,750
Employer contributions (assets) at beginning of year2012-12-31$615,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,123,620
Contract administrator fees2012-12-31$2,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31591687531
2011 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 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$14,948
Total income from all sources (including contributions)2011-12-31$1,023,495
Total of all expenses incurred2011-12-31$536,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$534,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,401,366
Value of total assets at end of year2011-12-31$12,586,090
Value of total assets at beginning of year2011-12-31$12,114,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,067
Total interest from all sources2011-12-31$7,818
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$353,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$353,801
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$588,393
Assets. Loans (other than to participants) at end of year2011-12-31$215,533
Assets. Loans (other than to participants) at beginning of year2011-12-31$188,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$486,583
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,586,090
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,099,507
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$11,372,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,972,917
Income. Interest from loans (other than to participants)2011-12-31$7,818
Value of interest in common/collective trusts at end of year2011-12-31$100,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$283,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$399,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$399,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-739,490
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$812,973
Employer contributions (assets) at end of year2011-12-31$615,163
Employer contributions (assets) at beginning of year2011-12-31$553,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$534,845
Contract administrator fees2011-12-31$2,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$14,948
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 name2011-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31591687531
2010 : THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,948
Total income from all sources (including contributions)2010-12-31$2,949,633
Total of all expenses incurred2010-12-31$127,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$125,264
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,453,904
Value of total assets at end of year2010-12-31$12,114,455
Value of total assets at beginning of year2010-12-31$9,277,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,263
Total interest from all sources2010-12-31$5,082
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$166,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$166,677
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$686,051
Assets. Loans (other than to participants) at end of year2010-12-31$188,135
Assets. Loans (other than to participants) at beginning of year2010-12-31$84,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,822,106
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,099,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,277,401
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$10,972,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,421,237
Income. Interest from loans (other than to participants)2010-12-31$5,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$399,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$215,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$215,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,323,970
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$767,853
Employer contributions (assets) at end of year2010-12-31$553,860
Employer contributions (assets) at beginning of year2010-12-31$556,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$125,264
Contract administrator fees2010-12-31$2,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$14,948
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 name2010-12-31PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31591687531

Form 5500 Responses for THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN

2015: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HEART AND VASCULAR INSTITUTE OF FLORIDA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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