401k Plan data: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN plan

CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN
Plan identification number	001

CARDIOLOGY ASSOCIATES OF SCHENECTADY, 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Life insurance

401k Sponsoring company profile

CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C.

Employer identification number (EIN): 141729272

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

Additional information about CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1990-04-11

Company Identification Number: 1438681

Legal Registered Office Address: 2546 BALLTOWN ROAD
Schenectady
SCHENECTADY
United States of America (USA)
12309

More information about CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN NOLAN
001 2016-01-01 JOHN NOLAN
001 2015-01-01 JOHN NOLAN
001 2014-01-01 JOHN NOLAN
001 2013-01-01 JOHN NOLAN
001 2012-01-01 JOHN NOLAN
001 2011-01-01 JOHN NOLAN
001 2010-01-01 JOHN NOLAN 2011-07-19

Plan Statistics for CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN

Measure Date Value
2021: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 125
Total of all active and inactive participants 2020-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 138
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 97
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 43
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 105
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 132
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 104
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 132
Number of participants with account balances 2016-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
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 25
Total of all active and inactive participants 2015-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 120
Number of participants with account balances 2015-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 134
Total participants 2014-01-01 134
Number of participants with account balances 2014-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 108
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 131
Total participants 2013-01-01 131
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 103
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 18
Total of all active and inactive participants 2012-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 121
Number of participants with account balances 2012-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 101
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 120
Number of participants with account balances 2011-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2021: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	125
Total of all active and inactive participants	2020-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	138
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	97
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	43
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	105
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	132
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	104
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	132
Number of participants with account balances	2016-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
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	25
Total of all active and inactive participants	2015-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	120
Number of participants with account balances	2015-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	134
Total participants	2014-01-01	134
Number of participants with account balances	2014-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	108
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	131
Total participants	2013-01-01	131
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	103
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	18
Total of all active and inactive participants	2012-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	121
Number of participants with account balances	2012-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	101
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	120
Number of participants with account balances	2011-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2021 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-07-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-07-30	$0
Total unrealized appreciation/depreciation of assets	2021-07-30	$0
Total transfer of assets to this plan	2021-07-30	$0
Total transfer of assets from this plan	2021-07-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-30	$34,330
Expenses. Interest paid	2021-07-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-07-30	$0
Total income from all sources (including contributions)	2021-07-30	$6,437,863
Total loss/gain on sale of assets	2021-07-30	$3,031,069
Total of all expenses incurred	2021-07-30	$66,951,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-30	$66,849,580
Expenses. Certain deemed distributions of participant loans	2021-07-30	$0
Value of total corrective distributions	2021-07-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-30	$930,618
Value of total assets at end of year	2021-07-30	$0
Value of total assets at beginning of year	2021-07-30	$60,547,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-30	$101,700
Total income from rents	2021-07-30	$0
Total interest from all sources	2021-07-30	$3,685
Total dividends received (eg from common stock, registered investment company shares)	2021-07-30	$179,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-07-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-30	$104,008
Assets. Real estate other than employer real property at end of year	2021-07-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-07-30	$0
Administrative expenses professional fees incurred	2021-07-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-07-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-07-30	$0
Was this plan covered by a fidelity bond	2021-07-30	Yes
Value of fidelity bond cover	2021-07-30	$500,000
If this is an individual account plan, was there a blackout period	2021-07-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-07-30	No
Contributions received from participants	2021-07-30	$0
Participant contributions at end of year	2021-07-30	$0
Participant contributions at beginning of year	2021-07-30	$96,930
Participant contributions at end of year	2021-07-30	$0
Participant contributions at beginning of year	2021-07-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-07-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-07-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-07-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-07-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-07-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-07-30	$4,898
Assets. Loans (other than to participants) at end of year	2021-07-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-07-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-07-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-07-30	$0
Other income not declared elsewhere	2021-07-30	$0
Administrative expenses (other) incurred	2021-07-30	$53,847
Liabilities. Value of operating payables at end of year	2021-07-30	$0
Liabilities. Value of operating payables at beginning of year	2021-07-30	$34,330
Total non interest bearing cash at end of year	2021-07-30	$0
Total non interest bearing cash at beginning of year	2021-07-30	$11,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-30	No
Income. Non cash contributions	2021-07-30	$0
Value of net income/loss	2021-07-30	$-60,513,417
Value of net assets at end of year (total assets less liabilities)	2021-07-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-07-30	$60,513,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-30	No
Were any leases to which the plan was party in default or uncollectible	2021-07-30	No
Assets. partnership/joint venture interests at end of year	2021-07-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-07-30	$0
Investment advisory and management fees	2021-07-30	$47,853
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-30	$32,516,882
Value of interest in pooled separate accounts at end of year	2021-07-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-07-30	$0
Interest on participant loans	2021-07-30	$174
Income. Interest from loans (other than to participants)	2021-07-30	$0
Interest earned on other investments	2021-07-30	$0
Income. Interest from US Government securities	2021-07-30	$0
Income. Interest from corporate debt instruments	2021-07-30	$1,690
Value of interest in master investment trust accounts at end of year	2021-07-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-07-30	$0
Value of interest in common/collective trusts at end of year	2021-07-30	$0
Value of interest in common/collective trusts at beginning of year	2021-07-30	$1,040,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-07-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-07-30	$8,555,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-07-30	$8,555,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-07-30	$1,821
Assets. Value of investments in 103.12 investment entities at end of year	2021-07-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-07-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-07-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-07-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-07-30	$0
Asset value of US Government securities at end of year	2021-07-30	$0
Asset value of US Government securities at beginning of year	2021-07-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-30	$2,279,722
Net investment gain/loss from pooled separate accounts	2021-07-30	$0
Net investment gain or loss from common/collective trusts	2021-07-30	$13,692
Net gain/loss from 103.12 investment entities	2021-07-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-30	No
Was there a failure to transmit to the plan any participant contributions	2021-07-30	No
Has the plan failed to provide any benefit when due under the plan	2021-07-30	No
Assets. Invements in employer securities at end of year	2021-07-30	$0
Assets. Invements in employer securities at beginning of year	2021-07-30	$306,131
Assets. Value of employer real property at end of year	2021-07-30	$0
Assets. Value of employer real property at beginning of year	2021-07-30	$0
Contributions received in cash from employer	2021-07-30	$930,618
Employer contributions (assets) at end of year	2021-07-30	$0
Employer contributions (assets) at beginning of year	2021-07-30	$0
Income. Dividends from preferred stock	2021-07-30	$0
Income. Dividends from common stock	2021-07-30	$75,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-30	$66,849,580
Asset. Corporate debt instrument preferred debt at end of year	2021-07-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-07-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-07-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-07-30	$223,690
Contract administrator fees	2021-07-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-07-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-07-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-07-30	$17,791,625
Liabilities. Value of benefit claims payable at end of year	2021-07-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-07-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-07-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-07-30	$0
Did the plan have assets held for investment	2021-07-30	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	2021-07-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-30	Yes
Aggregate proceeds on sale of assets	2021-07-30	$22,226,005
Aggregate carrying amount (costs) on sale of assets	2021-07-30	$19,194,936
Liabilities. Value of acquisition indebtedness at end of year	2021-07-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-07-30	$0
Opinion of an independent qualified public accountant for this plan	2021-07-30	Unqualified
Accountancy firm name	2021-07-30	BST & CO. CPAS LLP
Accountancy firm EIN	2021-07-30	141442607
2020 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$1,979,098
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,979,098
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$34,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$270,410
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,210,903
Total loss/gain on sale of assets	2020-12-31	$-1,605,343
Total of all expenses incurred	2020-12-31	$2,963,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,783,078
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,131,637
Value of total assets at end of year	2020-12-31	$60,547,747
Value of total assets at beginning of year	2020-12-31	$55,536,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$180,721
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$24,182
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,182,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$915,518
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$889,058
Participant contributions at end of year	2020-12-31	$96,930
Participant contributions at beginning of year	2020-12-31	$148,040
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$4,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$201,222
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$215,591
Other income not declared elsewhere	2020-12-31	$35,478
Administrative expenses (other) incurred	2020-12-31	$38,857
Liabilities. Value of operating payables at end of year	2020-12-31	$34,330
Liabilities. Value of operating payables at beginning of year	2020-12-31	$54,819
Total non interest bearing cash at end of year	2020-12-31	$11,350
Total non interest bearing cash at beginning of year	2020-12-31	$19,077
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$5,247,104
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$60,513,417
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$55,266,313
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$141,864
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,516,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,238,886
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$5,524
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$10,130
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,040,702
Value of interest in common/collective trusts at beginning of year	2020-12-31	$597,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,555,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,002,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,002,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$8,528
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$270,653
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$68,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,447,722
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$15,689
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$306,131
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,242,579
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$266,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,783,078
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$223,690
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$530,394
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$17,791,625
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$27,459,899
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$14,797,945
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$16,403,288
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
2019 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,354,698
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,354,698
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$270,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$51,339
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$14,713,778
Total loss/gain on sale of assets	2019-12-31	$1,075,359
Total of all expenses incurred	2019-12-31	$9,545,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,284,431
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,049,908
Value of total assets at end of year	2019-12-31	$55,536,723
Value of total assets at beginning of year	2019-12-31	$50,149,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$261,503
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$142,338
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,754,142
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	$1,512,026
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	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	$885,013
Participant contributions at end of year	2019-12-31	$148,040
Participant contributions at beginning of year	2019-12-31	$77,660
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,924
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$201,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$19,618
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$215,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$50,946
Liabilities. Value of operating payables at end of year	2019-12-31	$54,819
Liabilities. Value of operating payables at beginning of year	2019-12-31	$51,339
Total non interest bearing cash at end of year	2019-12-31	$19,077
Total non interest bearing cash at beginning of year	2019-12-31	$13,961
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$5,167,844
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,266,313
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,098,469
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$210,557
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,238,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,262,306
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$5,167
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$45,737
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$15,650
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$597,371
Value of interest in common/collective trusts at beginning of year	2019-12-31	$507,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,002,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,910,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,910,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$75,784
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$270,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$224,916
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$4,638
Asset value of US Government securities at end of year	2019-12-31	$68,493
Asset value of US Government securities at beginning of year	2019-12-31	$130,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,326,091
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$11,242
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,160,971
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$242,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,279,793
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$530,394
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$2,150,462
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$27,459,899
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$22,851,642
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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
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
Aggregate proceeds on sale of assets	2019-12-31	$9,339,461
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$8,264,102
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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
Accountancy firm name	2019-12-31	BST & CO CPAS, LLP
Accountancy firm EIN	2019-12-31	141442607
2018 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,656,234
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,656,234
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$51,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$56,640
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-826,136
Total loss/gain on sale of assets	2018-12-31	$-296,973
Total of all expenses incurred	2018-12-31	$4,099,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,838,072
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,021,371
Value of total assets at end of year	2018-12-31	$50,149,808
Value of total assets at beginning of year	2018-12-31	$55,080,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$260,959
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$105,735
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,157,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$825,945
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$898,704
Participant contributions at end of year	2018-12-31	$77,660
Participant contributions at beginning of year	2018-12-31	$95,424
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$19,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$8,028
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-27,256
Administrative expenses (other) incurred	2018-12-31	$51,548
Liabilities. Value of operating payables at end of year	2018-12-31	$51,339
Liabilities. Value of operating payables at beginning of year	2018-12-31	$56,640
Total non interest bearing cash at end of year	2018-12-31	$13,961
Total non interest bearing cash at beginning of year	2018-12-31	$21,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-4,925,167
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,098,469
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$55,023,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$209,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,262,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,768,969
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$3,068
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$67,342
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$507,882
Value of interest in common/collective trusts at beginning of year	2018-12-31	$464,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,910,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,817,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,817,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$35,325
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$224,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$252,172
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$130,383
Asset value of US Government securities at beginning of year	2018-12-31	$128,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,139,578
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$9,534
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$1,122,667
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$331,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,838,072
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$2,150,462
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$1,518,183
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$22,851,642
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$29,004,973
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$6,339,101
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$6,636,074
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BST & CO CPAS, LLP
Accountancy firm EIN	2018-12-31	141442607
2017 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$4,226,431
Total unrealized appreciation/depreciation of assets	2017-12-31	$4,226,431
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$56,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$47,889
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$9,872,680
Total loss/gain on sale of assets	2017-12-31	$-17,028
Total of all expenses incurred	2017-12-31	$997,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$737,041
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,875,776
Value of total assets at end of year	2017-12-31	$55,080,276
Value of total assets at beginning of year	2017-12-31	$46,196,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$260,192
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$70,631
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$986,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$694,798
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$831,679
Participant contributions at end of year	2017-12-31	$95,424
Participant contributions at beginning of year	2017-12-31	$111,862
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$8,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$7,028
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$44
Other income not declared elsewhere	2017-12-31	$32,268
Administrative expenses (other) incurred	2017-12-31	$52,605
Liabilities. Value of operating payables at end of year	2017-12-31	$56,640
Liabilities. Value of operating payables at beginning of year	2017-12-31	$47,845
Total non interest bearing cash at end of year	2017-12-31	$21,755
Total non interest bearing cash at beginning of year	2017-12-31	$17,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$8,875,447
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$55,023,636
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$46,148,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$207,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,768,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,602,703
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$3,306
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$563
Income. Interest from corporate debt instruments	2017-12-31	$53,785
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$464,755
Value of interest in common/collective trusts at beginning of year	2017-12-31	$416,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,817,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,223,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,223,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$12,977
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$252,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$219,904
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$128,655
Asset value of US Government securities at beginning of year	2017-12-31	$166,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,691,157
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$7,201
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$1,044,097
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$291,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$737,041
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,518,183
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,094,966
Contract administrator fees	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$29,004,973
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$25,335,858
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,318,030
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,335,058
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BST & CO CPAS, LLP
Accountancy firm EIN	2017-12-31	141442607
2016 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$4,210,072
Total unrealized appreciation/depreciation of assets	2016-12-31	$4,210,072
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$47,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$48,757
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,099,080
Total loss/gain on sale of assets	2016-12-31	$326,108
Total of all expenses incurred	2016-12-31	$1,822,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,601,944
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,870,570
Value of total assets at end of year	2016-12-31	$46,196,078
Value of total assets at beginning of year	2016-12-31	$39,920,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$220,527
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$61,238
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$765,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$487,174
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$788,465
Participant contributions at end of year	2016-12-31	$111,862
Participant contributions at beginning of year	2016-12-31	$122,523
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,650
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$7,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$5,408
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$44
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$51,279
Liabilities. Value of operating payables at end of year	2016-12-31	$47,845
Liabilities. Value of operating payables at beginning of year	2016-12-31	$44,815
Total non interest bearing cash at end of year	2016-12-31	$17,775
Total non interest bearing cash at beginning of year	2016-12-31	$14,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$6,276,609
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$46,148,189
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$39,871,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$169,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,602,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,477,611
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$3,854
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$17,090
Income. Interest from US Government securities	2016-12-31	$863
Income. Interest from corporate debt instruments	2016-12-31	$32,370
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$416,213
Value of interest in common/collective trusts at beginning of year	2016-12-31	$418,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,223,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,392,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,392,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$7,061
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$219,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$189,974
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$166,571
Asset value of US Government securities at beginning of year	2016-12-31	$194,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$859,533
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$6,205
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$1,076,455
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$278,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,601,944
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,094,966
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$681,451
Contract administrator fees	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$25,335,858
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$20,424,001
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$3,898
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$4,042,682
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$3,716,574
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BST & CO CPAS, LLP
Accountancy firm EIN	2016-12-31	141442607
2015 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-815,789
Total unrealized appreciation/depreciation of assets	2015-12-31	$-815,789
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$48,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$645,540
Total loss/gain on sale of assets	2015-12-31	$-541,140
Total of all expenses incurred	2015-12-31	$3,498,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,269,650
Expenses. Certain deemed distributions of participant loans	2015-12-31	$12,129
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,476,851
Value of total assets at end of year	2015-12-31	$39,920,337
Value of total assets at beginning of year	2015-12-31	$42,724,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$216,428
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$283,207
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$747,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$481,417
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$837,895
Participant contributions at end of year	2015-12-31	$122,523
Participant contributions at beginning of year	2015-12-31	$115,524
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$44
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$42,227
Liabilities. Value of operating payables at end of year	2015-12-31	$44,815
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$14,775
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-2,852,667
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$39,871,580
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$42,724,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$174,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,477,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,467,466
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$4,090
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$-6,119
Income. Interest from US Government securities	2015-12-31	$1,238
Income. Interest from corporate debt instruments	2015-12-31	$19,327
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$418,122
Value of interest in common/collective trusts at beginning of year	2015-12-31	$13,514,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,392,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,644,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,644,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$264,671
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$189,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$196,093
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$194,008
Asset value of US Government securities at beginning of year	2015-12-31	$272,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-510,661
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$6,052
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$638,956
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$265,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,269,650
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$564,441
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$681,451
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$20,424,001
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$16,949,206
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$3,898
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$3,261,669
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$3,802,809
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BST & CO CPAS, LLP
Accountancy firm EIN	2015-12-31	141442607
2014 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$1,639,542
Total unrealized appreciation/depreciation of assets	2014-12-31	$1,639,542
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,801,170
Total of all expenses incurred	2014-12-31	$3,178,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,083,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,804,046
Value of total assets at end of year	2014-12-31	$42,724,247
Value of total assets at beginning of year	2014-12-31	$41,101,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$95,058
Total interest from all sources	2014-12-31	$3,179
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$571,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$398,254
Administrative expenses professional fees incurred	2014-12-31	$7,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$797,530
Participant contributions at end of year	2014-12-31	$115,524
Participant contributions at beginning of year	2014-12-31	$84,061
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$357,956
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,623,080
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$42,724,247
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$41,101,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$87,558
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,467,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,933,654
Interest on participant loans	2014-12-31	$3,179
Value of interest in common/collective trusts at end of year	2014-12-31	$13,514,761
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,325,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,644,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,964,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,964,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$196,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$193,421
Asset value of US Government securities at end of year	2014-12-31	$272,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$207,776
Net investment gain or loss from common/collective trusts	2014-12-31	$575,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,004,838
Income. Dividends from common stock	2014-12-31	$173,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,083,032
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$564,441
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$16,949,206
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$15,242,845
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$3,647,196
Total unrealized appreciation/depreciation of assets	2013-12-31	$3,647,196
Total income from all sources (including contributions)	2013-12-31	$9,003,002
Total loss/gain on sale of assets	2013-12-31	$303,207
Total of all expenses incurred	2013-12-31	$277,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$266,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,841,583
Value of total assets at end of year	2013-12-31	$41,101,167
Value of total assets at beginning of year	2013-12-31	$32,375,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,475
Total interest from all sources	2013-12-31	$2,606
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$374,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$247,095
Administrative expenses professional fees incurred	2013-12-31	$9,600
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$788,389
Participant contributions at end of year	2013-12-31	$84,061
Participant contributions at beginning of year	2013-12-31	$75,350
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$357,956
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,725,916
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$41,101,167
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,375,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,933,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,897,731
Interest on participant loans	2013-12-31	$2,342
Value of interest in common/collective trusts at end of year	2013-12-31	$12,325,046
Value of interest in common/collective trusts at beginning of year	2013-12-31	$9,837,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,964,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,425,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,425,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$193,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$149,502
Asset value of US Government securities at beginning of year	2013-12-31	$207,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,295,284
Net investment gain or loss from common/collective trusts	2013-12-31	$1,538,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,052,152
Income. Dividends from common stock	2013-12-31	$127,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$266,611
Contract administrator fees	2013-12-31	$875
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$15,242,845
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$10,783,309
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$1,754,202
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,450,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SAXBST LLP
Accountancy firm EIN	2013-12-31	141442607
2012 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$5,074,435
Total of all expenses incurred	2012-12-31	$283,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$273,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,616,418
Value of total assets at end of year	2012-12-31	$32,375,251
Value of total assets at beginning of year	2012-12-31	$27,583,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,100
Total interest from all sources	2012-12-31	$2,601
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$104,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$104,904
Administrative expenses professional fees incurred	2012-12-31	$10,100
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$763,419
Participant contributions at end of year	2012-12-31	$75,350
Participant contributions at beginning of year	2012-12-31	$69,611
Other income not declared elsewhere	2012-12-31	$16,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,791,258
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,375,251
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,583,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,897,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$22,690,483
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,660,553
Interest on participant loans	2012-12-31	$2,601
Value of interest in common/collective trusts at end of year	2012-12-31	$9,837,244
Value of interest in common/collective trusts at beginning of year	2012-12-31	$30,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,425,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$149,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$132,895
Asset value of US Government securities at end of year	2012-12-31	$207,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,325,019
Net investment gain or loss from common/collective trusts	2012-12-31	$1,008,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$852,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$273,077
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$10,783,309
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOLLAM, SHEEDY, TORANI & CO LLP CPA
Accountancy firm EIN	2012-12-31	141442607
2011 : CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,132,940
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$309,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$309,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,605,182
Value of total assets at end of year	2011-12-31	$27,583,993
Value of total assets at beginning of year	2011-12-31	$26,760,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$375
Total interest from all sources	2011-12-31	$2,585
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$375
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$700,881
Participant contributions at end of year	2011-12-31	$69,611
Participant contributions at beginning of year	2011-12-31	$84,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$823,399
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,583,993
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,760,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$22,690,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,354,091
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,660,553
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,128,319
Interest on participant loans	2011-12-31	$2,585
Value of interest in common/collective trusts at end of year	2011-12-31	$30,451
Value of interest in common/collective trusts at beginning of year	2011-12-31	$56,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$132,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$136,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-428,645
Net investment gain/loss from pooled separate accounts	2011-12-31	$-46,845
Net investment gain or loss from common/collective trusts	2011-12-31	$663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$904,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$309,166
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$9,620,020
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$9,666,183
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOLLAM, SHEEDY, TORANI & CO LLP CPA
Accountancy firm EIN	2011-12-31	141442607

Form 5500 Responses for CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

00C6016 55

Policy instance

Insurance contract or identification number	00C6016 55
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

00C6016 55

Policy instance

Insurance contract or identification number	00C6016 55
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

00C6016 55

Policy instance

Insurance contract or identification number	00C6016 55
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	0
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?	No
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
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

00C6016 55

Policy instance

Insurance contract or identification number	00C6016 55
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	0
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?	No
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

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

00C6016 55

Policy instance

Insurance contract or identification number	00C6016 55
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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?	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

C6016 55 00

Policy instance

Insurance contract or identification number	C6016 55 00
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Insurance broker organization code?	3
Insurance broker name	HILLARY WAGONER

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

C6016 55 00

Policy instance

Insurance contract or identification number	C6016 55 00
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	HILLARY WAGONER

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

C6016 55 00

Policy instance

Insurance contract or identification number	C6016 55 00
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 $127
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $127
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HILLARY WAGONER

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

C6016 55 00

Policy instance

Insurance contract or identification number	C6016 55 00
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CARDIOLOGY ASSOCIATES OF SCHENECTADY, P.C.
Employer identification number (EIN):	141729272
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1990-04-11
Company Identification Number:	1438681
Legal Registered Office Address:	2546 BALLTOWN ROAD Schenectady SCHENECTADY United States of America (USA) 12309