401k Plan data: THE HEART CENTER 401K PLAN plan

THE HEART CENTER 401K PLAN 401k Plan overview

Plan Name	THE HEART CENTER 401K PLAN
Plan identification number	001

THE HEART CENTER 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

THE HEART CENTER OF COLORADO, LLP has sponsored the creation of one or more 401k plans.

Company Name: THE HEART CENTER OF COLORADO, LLP

Employer identification number (EIN): 841313220

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEART CENTER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2015-06-04
001 2013-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2014-10-10
001 2012-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2013-07-30
001 2011-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2012-10-08
001 2010-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2011-10-14
001 2009-01-01 SUSAN RAE JENSEN SUSAN RAE JENSEN 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2015-06-04
001	2013-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2014-10-10
001	2012-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2013-07-30
001	2011-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2012-10-08
001	2010-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2011-10-14
001	2009-01-01	SUSAN RAE JENSEN	SUSAN RAE JENSEN	2010-10-08

Plan Statistics for THE HEART CENTER 401K PLAN

401k plan membership statisitcs for THE HEART CENTER 401K PLAN

Measure Date Value
2014: THE HEART CENTER 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE HEART CENTER 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE HEART CENTER 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HEART CENTER 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE HEART CENTER 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: THE HEART CENTER 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: THE HEART CENTER 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE HEART CENTER 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE HEART CENTER 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HEART CENTER 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE HEART CENTER 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: THE HEART CENTER 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE HEART CENTER 401K PLAN

Measure	Date	Value
2014 : THE HEART CENTER 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$57
Expenses. Total of all expenses incurred	2014-12-31	$76,326
Benefits paid (including direct rollovers)	2014-12-31	$76,326
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$76,269
Other income received	2014-12-31	$57
Net income (gross income less expenses)	2014-12-31	$-76,269
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$76,269
2013 : THE HEART CENTER 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$23,290
Expenses. Total of all expenses incurred	2013-12-31	$909,040
Benefits paid (including direct rollovers)	2013-12-31	$909,040
Total plan assets at end of year	2013-12-31	$76,269
Total plan assets at beginning of year	2013-12-31	$962,019
Other income received	2013-12-31	$23,290
Net income (gross income less expenses)	2013-12-31	$-885,750
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$76,269
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$962,019
2012 : THE HEART CENTER 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$130,952
Total plan assets at end of year	2012-12-31	$962,019
Total plan assets at beginning of year	2012-12-31	$831,067
Total contributions received or receivable from participants	2012-12-31	$23,487
Other income received	2012-12-31	$96,478
Net income (gross income less expenses)	2012-12-31	$130,952
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$962,019
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$831,067
Total contributions received or receivable from employer(s)	2012-12-31	$10,987
2011 : THE HEART CENTER 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$75,088
Total plan assets at end of year	2011-12-31	$831,067
Total plan assets at beginning of year	2011-12-31	$755,979
Total contributions received or receivable from participants	2011-12-31	$24,367
Other income received	2011-12-31	$38,554
Net income (gross income less expenses)	2011-12-31	$75,088
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$831,067
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$755,979
Total contributions received or receivable from employer(s)	2011-12-31	$12,167
2010 : THE HEART CENTER 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$134,894
Expenses. Total of all expenses incurred	2010-12-31	$119,181
Benefits paid (including direct rollovers)	2010-12-31	$118,387
Total plan assets at end of year	2010-12-31	$755,979
Total plan assets at beginning of year	2010-12-31	$740,266
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$103,094
Net income (gross income less expenses)	2010-12-31	$15,713
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$755,979
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$740,266
Total contributions received or receivable from employer(s)	2010-12-31	$9,800
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$794

Form 5500 Responses for THE HEART CENTER 401K PLAN

2014: THE HEART CENTER 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HEART CENTER 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HEART CENTER 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HEART CENTER 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE HEART CENTER 401K 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: THE HEART CENTER 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HEART CENTER OF COLORADO, LLP
Employer identification number (EIN):	841313220
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)