401k Plan data: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN plan

COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 401k Plan overview

Plan Name	COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN
Plan identification number	008

COLORADO SPRINGS CARDIOLOGISTS, P.C. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI

Employer identification number (EIN): 840644444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2022-01-01
008 2021-01-01
008 2020-01-01
008 2019-01-01
008 2018-01-01
008 2017-01-01 WESSELEY CHAMBERS
008 2016-01-01 WESSELEY CHAMBERS
008 2015-01-01 WESS CHAMBERS
008 2014-01-01 WESS CHAMBERS
008 2013-01-01 WESS CHAMBERS
008 2012-01-01 WESS CHAMBERS
008 2011-01-01
008 2010-01-01 ASHLEY WIECHMANN
008 2009-01-01 ASHLEY A WIECHMANN

Plan Statistics for COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN

401k plan membership statisitcs for COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN

Measure Date Value
2022: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 44
Total of all active and inactive participants 2022-01-01 44
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 27
2021: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 59
Total participants 2021-01-01 59
Number of participants with account balances 2021-01-01 59
2020: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 54
Total participants 2020-01-01 54
Number of participants with account balances 2020-01-01 54
2019: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 47
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 47
2018: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 42
Total participants 2018-01-01 42
Number of participants with account balances 2018-01-01 41
2017: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 27
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 38
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 38
2016: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 36
Total participants 2016-01-01 36
Number of participants with account balances 2016-01-01 36
2015: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 36
Total participants 2015-01-01 36
Number of participants with account balances 2015-01-01 36
2014: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 31
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 31
2013: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 59
Total participants 2011-01-01 59
2010: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 53
Total participants 2010-01-01 53
2009: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 46
Total participants 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	44
Total of all active and inactive participants	2022-01-01	44
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	27
2021: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	59
Total participants	2021-01-01	59
Number of participants with account balances	2021-01-01	59
2020: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	54
Total participants	2020-01-01	54
Number of participants with account balances	2020-01-01	54
2019: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	47
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	47
2018: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	42
Total participants	2018-01-01	42
Number of participants with account balances	2018-01-01	41
2017: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	27
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	38
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	38
2016: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	36
Total participants	2016-01-01	36
Number of participants with account balances	2016-01-01	36
2015: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	36
Total participants	2015-01-01	36
Number of participants with account balances	2015-01-01	36
2014: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	31
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	31
2013: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	59
Total participants	2011-01-01	59
2010: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	53
Total participants	2010-01-01	53
2009: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	46
Total participants	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN

Measure	Date	Value
2022 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,810,793
Expenses. Total of all expenses incurred	2022-12-31	$18,789,903
Benefits paid (including direct rollovers)	2022-12-31	$18,757,994
Total plan assets at end of year	2022-12-31	$10,416,227
Total plan assets at beginning of year	2022-12-31	$32,016,923
Value of fidelity bond covering the plan	2022-12-31	$4,100,000
Total contributions received or receivable from participants	2022-12-31	$591,920
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-4,105,063
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-21,600,696
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,416,227
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$32,016,923
Assets. Value of participant loans	2022-12-31	$31,487
Total contributions received or receivable from employer(s)	2022-12-31	$702,350
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,909
2021 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$5,390,856
Expenses. Total of all expenses incurred	2021-12-31	$498,930
Benefits paid (including direct rollovers)	2021-12-31	$421,538
Total plan assets at end of year	2021-12-31	$32,016,923
Total plan assets at beginning of year	2021-12-31	$27,124,997
Total contributions received or receivable from participants	2021-12-31	$606,226
Assets. Value of loans (other than to participants)	2021-12-31	$838,627
Expenses. Other expenses not covered elsewhere	2021-12-31	$77,392
Other income received	2021-12-31	$3,923,881
Net income (gross income less expenses)	2021-12-31	$4,891,926
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$32,016,923
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$27,124,997
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,760,989
Assets. Value of real-estate (other than employer real property)	2021-12-31	$845,000
Total contributions received or receivable from employer(s)	2021-12-31	$860,749
2020 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$5,668,032
Expenses. Total of all expenses incurred	2020-12-31	$1,316,317
Benefits paid (including direct rollovers)	2020-12-31	$1,212,988
Total plan assets at end of year	2020-12-31	$27,124,997
Total plan assets at beginning of year	2020-12-31	$22,773,282
Value of fidelity bond covering the plan	2020-12-31	$4,100,000
Total contributions received or receivable from participants	2020-12-31	$556,194
Assets. Value of loans (other than to participants)	2020-12-31	$1,501,116
Expenses. Other expenses not covered elsewhere	2020-12-31	$103,329
Contributions received from other sources (not participants or employers)	2020-12-31	$526,811
Other income received	2020-12-31	$3,759,041
Net income (gross income less expenses)	2020-12-31	$4,351,715
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$27,124,997
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$22,773,282
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,924,377
Assets. Value of real-estate (other than employer real property)	2020-12-31	$645,000
Total contributions received or receivable from employer(s)	2020-12-31	$825,986
2019 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,892,992
Expenses. Total of all expenses incurred	2019-12-31	$639,813
Benefits paid (including direct rollovers)	2019-12-31	$547,899
Total plan assets at end of year	2019-12-31	$22,773,282
Total plan assets at beginning of year	2019-12-31	$18,520,103
Value of fidelity bond covering the plan	2019-12-31	$4,100,000
Total contributions received or receivable from participants	2019-12-31	$535,374
Assets. Value of loans (other than to participants)	2019-12-31	$2,004,955
Expenses. Other expenses not covered elsewhere	2019-12-31	$91,914
Other income received	2019-12-31	$3,560,628
Net income (gross income less expenses)	2019-12-31	$4,253,179
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$22,773,282
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$18,520,103
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,608,572
Assets. Value of real-estate (other than employer real property)	2019-12-31	$538,000
Total contributions received or receivable from employer(s)	2019-12-31	$796,990
2018 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,105,623
Expenses. Total of all expenses incurred	2018-12-31	$1,571,258
Benefits paid (including direct rollovers)	2018-12-31	$1,454,307
Total plan assets at end of year	2018-12-31	$18,520,103
Total plan assets at beginning of year	2018-12-31	$18,985,738
Value of fidelity bond covering the plan	2018-12-31	$4,100,000
Total contributions received or receivable from participants	2018-12-31	$476,892
Assets. Value of loans (other than to participants)	2018-12-31	$1,488,413
Other income received	2018-12-31	$-155,207
Net income (gross income less expenses)	2018-12-31	$-465,635
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$18,520,103
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$18,985,738
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,425,401
Assets. Value of real-estate (other than employer real property)	2018-12-31	$538,000
Total contributions received or receivable from employer(s)	2018-12-31	$783,938
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$116,951
2017 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,746,100
Expenses. Total of all expenses incurred	2017-12-31	$389,806
Benefits paid (including direct rollovers)	2017-12-31	$305,873
Total plan assets at end of year	2017-12-31	$18,985,738
Total plan assets at beginning of year	2017-12-31	$15,629,444
Value of fidelity bond covering the plan	2017-12-31	$4,100,000
Total contributions received or receivable from participants	2017-12-31	$428,237
Assets. Value of loans (other than to participants)	2017-12-31	$1,321,576
Other income received	2017-12-31	$2,563,128
Net income (gross income less expenses)	2017-12-31	$3,356,294
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$18,985,738
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$15,629,444
Assets. Value of participant loans	2017-12-31	$5,402
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,612,691
Assets. Value of real-estate (other than employer real property)	2017-12-31	$500,000
Total contributions received or receivable from employer(s)	2017-12-31	$754,735
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$83,933
2016 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,114,977
Expenses. Total of all expenses incurred	2016-12-31	$672,625
Benefits paid (including direct rollovers)	2016-12-31	$594,826
Total plan assets at end of year	2016-12-31	$15,629,444
Total plan assets at beginning of year	2016-12-31	$14,187,092
Value of fidelity bond covering the plan	2016-12-31	$4,100,000
Total contributions received or receivable from participants	2016-12-31	$442,506
Assets. Value of loans (other than to participants)	2016-12-31	$2,086,549
Contributions received from other sources (not participants or employers)	2016-12-31	$27,935
Other income received	2016-12-31	$941,211
Net income (gross income less expenses)	2016-12-31	$1,442,352
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$15,629,444
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,187,092
Assets. Value of participant loans	2016-12-31	$15,927
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,728,026
Assets. Value of real-estate (other than employer real property)	2016-12-31	$500,000
Total contributions received or receivable from employer(s)	2016-12-31	$703,325
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$77,799
2015 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$26,038
Total income from all sources	2015-12-31	$876,025
Expenses. Total of all expenses incurred	2015-12-31	$1,666,049
Benefits paid (including direct rollovers)	2015-12-31	$1,623,884
Total plan assets at end of year	2015-12-31	$14,187,092
Total plan assets at beginning of year	2015-12-31	$14,951,078
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$397,959
Assets. Value of loans (other than to participants)	2015-12-31	$2,407,508
Expenses. Other expenses not covered elsewhere	2015-12-31	$42,165
Other income received	2015-12-31	$-174,638
Net income (gross income less expenses)	2015-12-31	$-790,024
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,187,092
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,951,078
Assets. Value of participant loans	2015-12-31	$26,091
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1,896,182
Total contributions received or receivable from employer(s)	2015-12-31	$652,704
2014 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,639,366
Expenses. Total of all expenses incurred	2014-12-31	$8,500,541
Benefits paid (including direct rollovers)	2014-12-31	$8,438,395
Total plan assets at end of year	2014-12-31	$14,951,078
Total plan assets at beginning of year	2014-12-31	$21,812,253
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$296,448
Assets. Value of loans (other than to participants)	2014-12-31	$2,132,723
Expenses. Other expenses not covered elsewhere	2014-12-31	$62,146
Other income received	2014-12-31	$849,471
Net income (gross income less expenses)	2014-12-31	$-6,861,175
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,951,078
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$21,812,253
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,868,346
Total contributions received or receivable from employer(s)	2014-12-31	$493,447
2013 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$23,653
Total income from all sources	2013-12-31	$3,819,995
Expenses. Total of all expenses incurred	2013-12-31	$2,341,780
Benefits paid (including direct rollovers)	2013-12-31	$2,239,553
Total plan assets at end of year	2013-12-31	$21,812,253
Total plan assets at beginning of year	2013-12-31	$20,357,691
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$301,451
Assets. Value of loans (other than to participants)	2013-12-31	$2,288,401
Contributions received from other sources (not participants or employers)	2013-12-31	$880,759
Other income received	2013-12-31	$2,164,231
Net income (gross income less expenses)	2013-12-31	$1,478,215
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$21,812,253
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$20,334,038
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,567,753
Total contributions received or receivable from employer(s)	2013-12-31	$473,554
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$102,227
2012 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$23,653
Total plan liabilities at beginning of year	2012-12-31	$53,092
Total income from all sources	2012-12-31	$2,994,019
Expenses. Total of all expenses incurred	2012-12-31	$1,376,693
Benefits paid (including direct rollovers)	2012-12-31	$1,314,494
Total plan assets at end of year	2012-12-31	$20,357,691
Total plan assets at beginning of year	2012-12-31	$18,769,804
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$313,209
Assets. Value of loans (other than to participants)	2012-12-31	$3,272,918
Contributions received from other sources (not participants or employers)	2012-12-31	$609,763
Other income received	2012-12-31	$1,589,668
Net income (gross income less expenses)	2012-12-31	$1,617,326
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$20,334,038
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$18,716,712
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$939,775
Total contributions received or receivable from employer(s)	2012-12-31	$481,379
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$62,199
2011 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$53,092
Total plan liabilities at beginning of year	2011-12-31	$155,607
Total income from all sources	2011-12-31	$732,048
Expenses. Total of all expenses incurred	2011-12-31	$863,703
Benefits paid (including direct rollovers)	2011-12-31	$789,347
Total plan assets at end of year	2011-12-31	$18,769,804
Total plan assets at beginning of year	2011-12-31	$19,003,974
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$218,137
Assets. Value of loans (other than to participants)	2011-12-31	$3,284,927
Other income received	2011-12-31	$194,980
Net income (gross income less expenses)	2011-12-31	$-131,655
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$18,716,712
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,848,367
Assets. Value of participant loans	2011-12-31	$17,011
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,146,179
Total contributions received or receivable from employer(s)	2011-12-31	$318,931
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$74,356
2010 : COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$155,607
Total plan liabilities at beginning of year	2010-12-31	$111,003
Total income from all sources	2010-12-31	$2,289,846
Expenses. Total of all expenses incurred	2010-12-31	$676,660
Benefits paid (including direct rollovers)	2010-12-31	$619,752
Total plan assets at end of year	2010-12-31	$19,003,974
Total plan assets at beginning of year	2010-12-31	$17,346,184
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$264,738
Assets. Value of loans (other than to participants)	2010-12-31	$3,310,551
Other income received	2010-12-31	$1,900,784
Net income (gross income less expenses)	2010-12-31	$1,613,186
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,848,367
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$17,235,181
Assets. Value of participant loans	2010-12-31	$28,207
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,149,557
Total contributions received or receivable from employer(s)	2010-12-31	$124,324
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$56,908

Form 5500 Responses for COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN

2022: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLORADO SPRINGS CARDIOLOGISTS, P.C. 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: COLORADO SPRINGS CARDIOLOGISTS, P.C. 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLORADO SPRINGS CARDIOLOGISTS, P.C. 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COLORADO SPRINGS CARDIOLOGISTS, P.C. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )

Policy contract number

009612876A

Policy instance

Insurance contract or identification number	009612876A
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )

Policy contract number

009612876A

Policy instance

Insurance contract or identification number	009612876A
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )

Policy contract number

009612876A

Policy instance

Insurance contract or identification number	009612876A
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI
Employer identification number (EIN):	840644444
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)