401k Plan data: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN plan

FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

FORT WORTH HEART, P.A. 401(K) PROFIT SHARING 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: FORT WORTH HEART, P.A.

Employer identification number (EIN): 751362682

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

Additional information about FORT WORTH HEART, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1971-06-01

Company Identification Number: 0080053403

Legal Registered Office Address: 1900 MISTLETOE BLVD STE 100

FORT WORTH
United States of America (USA)
76104

More information about FORT WORTH HEART, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CLAY PAULSON 2023-05-24
001 2022-01-01 CLAY PAULSON 2023-06-27
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CLAY PAULSON 2019-06-28
001 2017-01-01 CLAY PAULSON 2018-10-08
001 2016-01-01
001 2015-01-01 VIJAY KALARIA, M.D.
001 2014-01-01 VIJAY KALARIA, M.D.
001 2013-01-01 VIJAY KALARIA, M.D.
001 2012-01-01 VIJAY KALARIA, M.D.
001 2011-01-01 GARRY BRIGHT
001 2009-01-01 BETTY MCBRYDE
001 2009-01-01 BETTY MCBRYDE 2010-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CLAY PAULSON	2023-05-24
001	2022-01-01	CLAY PAULSON	2023-06-27
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CLAY PAULSON	2019-06-28
001	2017-01-01	CLAY PAULSON	2018-10-08
001	2016-01-01
001	2015-01-01	VIJAY KALARIA, M.D.
001	2014-01-01	VIJAY KALARIA, M.D.
001	2013-01-01	VIJAY KALARIA, M.D.
001	2012-01-01	VIJAY KALARIA, M.D.
001	2011-01-01	GARRY BRIGHT
001	2009-01-01	BETTY MCBRYDE
001	2009-01-01			BETTY MCBRYDE	2010-05-24

Plan Statistics for FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 80
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 94
Number of participants with account balances 2021-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 77
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 100
Number of participants with account balances 2020-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 78
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2015: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 54
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 81
Number of participants with account balances 2015-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 56
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 48
Total of all active and inactive participants 2014-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 104
Number of participants with account balances 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
Number of retired or separated participants receiving benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 72
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 102
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 62
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 76
Number of participants with account balances 2009-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2021: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	80
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	94
Number of participants with account balances	2021-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	77
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	100
Number of participants with account balances	2020-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	78
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2015: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	54
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	81
Number of participants with account balances	2015-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	56
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	48
Total of all active and inactive participants	2014-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	104
Number of participants with account balances	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
Number of retired or separated participants receiving benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	72
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	102
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	62
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	76
Number of participants with account balances	2009-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,356,926
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$283,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$216,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,574,295
Value of total assets at end of year	2021-12-31	$15,424,410
Value of total assets at beginning of year	2021-12-31	$12,350,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,970
Total interest from all sources	2021-12-31	$101
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$208,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$208,483
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$600,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$469,075
Participant contributions at end of year	2021-12-31	$14,366
Participant contributions at beginning of year	2021-12-31	$3,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,073,891
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,424,410
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,350,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$52,678
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,676,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,070,225
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$278,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,247,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,247,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,574,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,105,220
Employer contributions (assets) at end of year	2021-12-31	$454,412
Employer contributions (assets) at beginning of year	2021-12-31	$29,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$216,065
Contract administrator fees	2021-12-31	$14,292
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	STOVALL, GRANDEY & ALLEN, LLP
Accountancy firm EIN	2021-12-31	752678894
2020 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$2,620,991
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$599,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$544,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,051,561
Value of total assets at end of year	2020-12-31	$12,350,519
Value of total assets at beginning of year	2020-12-31	$10,328,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,034
Total interest from all sources	2020-12-31	$3,153
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$171,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$171,825
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$600,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$418,626
Participant contributions at end of year	2020-12-31	$3,023
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,021,826
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,350,519
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,328,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$40,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,070,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,847,350
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,247,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$481,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$481,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,394,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$627,308
Employer contributions (assets) at end of year	2020-12-31	$29,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$544,131
Contract administrator fees	2020-12-31	$14,759
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	STOVALL, GRANDEY & ALLEN, LLP
Accountancy firm EIN	2020-12-31	752678894
2019 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	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 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	$2,831,387
Total income from all sources (including contributions)	2019-12-31	$2,831,387
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$713,708
Total of all expenses incurred	2019-12-31	$713,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$666,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$666,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,001,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,001,632
Value of total assets at end of year	2019-12-31	$10,328,693
Value of total assets at end of year	2019-12-31	$10,328,693
Value of total assets at beginning of year	2019-12-31	$8,211,014
Value of total assets at beginning of year	2019-12-31	$8,211,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,210
Total interest from all sources	2019-12-31	$8,781
Total interest from all sources	2019-12-31	$8,781
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$205,335
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$205,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$205,335
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$205,335
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$600,000
Value of fidelity bond cover	2019-12-31	$600,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$375,098
Contributions received from participants	2019-12-31	$375,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,117,679
Value of net income/loss	2019-12-31	$2,117,679
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,328,693
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,328,693
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,211,014
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,211,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$36,288
Investment advisory and management fees	2019-12-31	$36,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,847,350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,847,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,942,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,942,252
Interest on participant loans	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$481,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$481,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$268,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$268,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$268,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$268,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$8,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$8,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,615,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,615,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$626,534
Contributions received in cash from employer	2019-12-31	$626,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$666,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$666,498
Contract administrator fees	2019-12-31	$10,922
Contract administrator fees	2019-12-31	$10,922
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STOVALL, GRANDEY & ALLEN, LLP
Accountancy firm name	2019-12-31	STOVALL, GRANDEY & ALLEN, LLP
Accountancy firm EIN	2019-12-31	752678894
Accountancy firm EIN	2019-12-31	752678894
2015 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$779,176
Expenses. Total of all expenses incurred	2015-12-31	$975,397
Benefits paid (including direct rollovers)	2015-12-31	$928,173
Total plan assets at end of year	2015-12-31	$7,204,195
Total plan assets at beginning of year	2015-12-31	$7,400,416
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$241,250
Contributions received from other sources (not participants or employers)	2015-12-31	$66,646
Other income received	2015-12-31	$18,440
Net income (gross income less expenses)	2015-12-31	$-196,221
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,204,195
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,400,416
Total contributions received or receivable from employer(s)	2015-12-31	$452,840
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$47,224
2014 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,399,546
Expenses. Total of all expenses incurred	2014-12-31	$211,875
Benefits paid (including direct rollovers)	2014-12-31	$172,569
Total plan assets at end of year	2014-12-31	$7,400,416
Total plan assets at beginning of year	2014-12-31	$6,212,745
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$211,061
Contributions received from other sources (not participants or employers)	2014-12-31	$422,768
Other income received	2014-12-31	$313,299
Net income (gross income less expenses)	2014-12-31	$1,187,671
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,400,416
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,212,745
Total contributions received or receivable from employer(s)	2014-12-31	$452,418
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$39,306
2013 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,653,316
Expenses. Total of all expenses incurred	2013-12-31	$247,311
Benefits paid (including direct rollovers)	2013-12-31	$213,886
Total plan assets at end of year	2013-12-31	$6,212,745
Total plan assets at beginning of year	2013-12-31	$4,806,740
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$359,435
Expenses. Other expenses not covered elsewhere	2013-12-31	$33,425
Contributions received from other sources (not participants or employers)	2013-12-31	$77,295
Other income received	2013-12-31	$775,115
Net income (gross income less expenses)	2013-12-31	$1,406,005
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,212,745
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,806,740
Total contributions received or receivable from employer(s)	2013-12-31	$441,471
2012 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$902,503
Expenses. Total of all expenses incurred	2012-12-31	$963,586
Benefits paid (including direct rollovers)	2012-12-31	$961,454
Total plan assets at end of year	2012-12-31	$4,806,740
Total plan assets at beginning of year	2012-12-31	$4,867,823
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$231,337
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,132
Other income received	2012-12-31	$521,657
Net income (gross income less expenses)	2012-12-31	$-61,083
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,806,740
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,867,823
Total contributions received or receivable from employer(s)	2012-12-31	$149,509
2011 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$405,314
Expenses. Total of all expenses incurred	2011-12-31	$1,685,244
Benefits paid (including direct rollovers)	2011-12-31	$1,683,041
Total plan assets at end of year	2011-12-31	$4,867,823
Total plan assets at beginning of year	2011-12-31	$6,147,753
Value of fidelity bond covering the plan	2011-12-31	$600,000
Total contributions received or receivable from participants	2011-12-31	$257,236
Other income received	2011-12-31	$-263,221
Net income (gross income less expenses)	2011-12-31	$-1,279,930
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,867,823
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,147,753
Total contributions received or receivable from employer(s)	2011-12-31	$411,299
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,352,894
Expenses. Total of all expenses incurred	2010-12-31	$1,289,802
Benefits paid (including direct rollovers)	2010-12-31	$1,284,976
Total plan assets at end of year	2010-12-31	$6,147,753
Total plan assets at beginning of year	2010-12-31	$6,084,661
Value of fidelity bond covering the plan	2010-12-31	$600,000
Total contributions received or receivable from participants	2010-12-31	$281,866
Other income received	2010-12-31	$544,830
Net income (gross income less expenses)	2010-12-31	$63,092
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,147,753
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,084,661
Total contributions received or receivable from employer(s)	2010-12-31	$526,198
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN

2021: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2015: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING 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: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING 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: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FORT WORTH HEART, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FORT WORTH HEART, P.A.
Employer identification number (EIN):	751362682
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1971-06-01
Company Identification Number:	0080053403
Legal Registered Office Address:	1900 MISTLETOE BLVD STE 100 FORT WORTH United States of America (USA) 76104