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NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameNORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN
Plan identification number 003

NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH OHIO HEART CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH OHIO HEART CENTER, INC.
Employer identification number (EIN):341221800
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NORTH OHIO HEART CENTER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1977-06-20
Company Identification Number: 499866
Legal Registered Office Address: 35765 CHESTER ROAD
-
AVON
United States of America (USA)
44011

More information about NORTH OHIO HEART CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JENNIFER CORCINO
0032016-01-01JOHN W. SCHAEFFER, MD
0032015-01-01GARY THOME
0032014-01-01GARY THOME
0032013-01-01GARY THOME
0032012-01-01GARY THOME
0032011-01-01GARY THOME
0032010-01-01GARY THOME GARY THOME2011-10-17
0032009-01-01GARY E THOME GARY E THOME2010-10-14

Plan Statistics for NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01207
Number of participants with account balances2022-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01243
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01243
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01296
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01226
Number of participants with account balances2017-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01296
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01266
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01297
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01252
Number of participants with account balances2013-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01287
Total number of active participants reported on line 7a of the Form 55002012-01-01159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01297
Number of participants with account balances2012-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01287
Number of participants with account balances2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01334
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01260
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01332
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01350
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,288,971
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,203,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,142,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$758,479
Value of total assets at end of year2022-12-31$15,185,634
Value of total assets at beginning of year2022-12-31$18,678,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,945
Total interest from all sources2022-12-31$6,719
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$124,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$124,887
Administrative expenses professional fees incurred2022-12-31$3,314
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,900,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$448,304
Participant contributions at end of year2022-12-31$111,622
Participant contributions at beginning of year2022-12-31$170,641
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,259
Other income not declared elsewhere2022-12-31$31,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,492,797
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,185,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,678,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$47,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,468,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,387,160
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,304,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,796,126
Net investment gain/loss from pooled separate accounts2022-12-31$-2,210,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$300,916
Employer contributions (assets) at end of year2022-12-31$300,916
Employer contributions (assets) at beginning of year2022-12-31$324,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,142,881
Contract administrator fees2022-12-31$10,291
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31341310124
2021 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,886,075
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,169,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,054,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$826,295
Value of total assets at end of year2021-12-31$18,678,431
Value of total assets at beginning of year2021-12-31$17,962,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,057
Total interest from all sources2021-12-31$37,856
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$124,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$124,597
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,900,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$476,471
Participant contributions at end of year2021-12-31$170,641
Participant contributions at beginning of year2021-12-31$222,919
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,320
Other income not declared elsewhere2021-12-31$45,427
Administrative expenses (other) incurred2021-12-31$50,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$716,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,678,431
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,962,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,387,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,059,063
Interest on participant loans2021-12-31$10,272
Interest earned on other investments2021-12-31$27,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,796,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,362,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,851,900
Net investment gain/loss from pooled separate accounts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$324,504
Employer contributions (assets) at end of year2021-12-31$324,504
Employer contributions (assets) at beginning of year2021-12-31$317,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,054,601
Contract administrator fees2021-12-31$28,615
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2021-12-31341310124
2020 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,340,762
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$907,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$804,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$760,928
Value of total assets at end of year2020-12-31$17,962,014
Value of total assets at beginning of year2020-12-31$16,529,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,447
Total interest from all sources2020-12-31$18,833
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$430,714
Participant contributions at end of year2020-12-31$222,919
Participant contributions at beginning of year2020-12-31$263,559
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,280
Other income not declared elsewhere2020-12-31$67,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,433,006
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,962,014
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,529,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,059,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,968,654
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$18,833
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$969,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,362,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,493,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$317,934
Employer contributions (assets) at end of year2020-12-31$317,934
Employer contributions (assets) at beginning of year2020-12-31$326,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$804,309
Contract administrator fees2020-12-31$72,629
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,513,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,358,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,322,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$767,965
Value of total assets at end of year2019-12-31$16,529,008
Value of total assets at beginning of year2019-12-31$14,373,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,825
Total interest from all sources2019-12-31$14,833
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,420,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,420,845
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$432,561
Participant contributions at end of year2019-12-31$263,559
Participant contributions at beginning of year2019-12-31$271,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,425
Other income not declared elsewhere2019-12-31$37,001
Administrative expenses (other) incurred2019-12-31$29,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,155,254
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,529,008
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,373,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,968,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,338,511
Interest on participant loans2019-12-31$14,833
Value of interest in common/collective trusts at end of year2019-12-31$969,816
Value of interest in common/collective trusts at beginning of year2019-12-31$449,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,256,485
Net investment gain or loss from common/collective trusts2019-12-31$16,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$326,979
Employer contributions (assets) at end of year2019-12-31$326,979
Employer contributions (assets) at beginning of year2019-12-31$314,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,322,587
Contract administrator fees2019-12-31$6,224
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
2018 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-206,397
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$506,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$490,217
Expenses. Certain deemed distributions of participant loans2018-12-31$2,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$738,036
Value of total assets at end of year2018-12-31$14,373,754
Value of total assets at beginning of year2018-12-31$15,086,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,601
Total interest from all sources2018-12-31$13,649
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$925,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$925,577
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$412,544
Participant contributions at end of year2018-12-31$271,929
Participant contributions at beginning of year2018-12-31$250,752
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,825
Other income not declared elsewhere2018-12-31$15,509
Administrative expenses (other) incurred2018-12-31$7,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-713,151
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,373,754
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,086,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,338,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,028,812
Interest on participant loans2018-12-31$13,649
Value of interest in common/collective trusts at end of year2018-12-31$449,126
Value of interest in common/collective trusts at beginning of year2018-12-31$464,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,907,796
Net investment gain or loss from common/collective trusts2018-12-31$8,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$315,667
Employer contributions (assets) at end of year2018-12-31$314,188
Employer contributions (assets) at beginning of year2018-12-31$343,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$490,217
Contract administrator fees2018-12-31$5,928
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,961,341
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,914,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,907,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$797,710
Value of total assets at end of year2017-12-31$15,086,905
Value of total assets at beginning of year2017-12-31$15,040,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,768
Total interest from all sources2017-12-31$9,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$779,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$779,058
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$449,282
Participant contributions at end of year2017-12-31$250,752
Participant contributions at beginning of year2017-12-31$191,092
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,111
Other income not declared elsewhere2017-12-31$7,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$46,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,086,905
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,040,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,028,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,997,621
Interest on participant loans2017-12-31$9,715
Value of interest in common/collective trusts at end of year2017-12-31$464,024
Value of interest in common/collective trusts at beginning of year2017-12-31$524,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,360,352
Net investment gain or loss from common/collective trusts2017-12-31$7,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$343,317
Employer contributions (assets) at end of year2017-12-31$343,317
Employer contributions (assets) at beginning of year2017-12-31$327,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,907,893
Contract administrator fees2017-12-31$6,768
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,232,060
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,490,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,458,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$744,610
Value of total assets at end of year2016-12-31$15,040,225
Value of total assets at beginning of year2016-12-31$14,298,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,473
Total interest from all sources2016-12-31$8,476
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$537,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$537,938
Administrative expenses professional fees incurred2016-12-31$30,860
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$410,020
Participant contributions at end of year2016-12-31$191,092
Participant contributions at beginning of year2016-12-31$211,239
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$6,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$741,368
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,040,225
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,298,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,997,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,231,060
Interest on participant loans2016-12-31$8,476
Value of interest in common/collective trusts at end of year2016-12-31$524,424
Value of interest in common/collective trusts at beginning of year2016-12-31$536,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$934,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$327,088
Employer contributions (assets) at end of year2016-12-31$327,088
Employer contributions (assets) at beginning of year2016-12-31$319,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,458,219
Contract administrator fees2016-12-31$1,613
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WALTHALL, LLP
Accountancy firm EIN2016-12-31340644631
2015 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$435,640
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,551,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,495,217
Expenses. Certain deemed distributions of participant loans2015-12-31$27,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$748,531
Value of total assets at end of year2015-12-31$14,298,857
Value of total assets at beginning of year2015-12-31$20,414,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,668
Total interest from all sources2015-12-31$9,118
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$790,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$790,086
Administrative expenses professional fees incurred2015-12-31$26,860
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$407,105
Participant contributions at end of year2015-12-31$211,239
Participant contributions at beginning of year2015-12-31$208,223
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$8,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,115,387
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,298,857
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,414,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,231,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,214,817
Interest on participant loans2015-12-31$9,118
Value of interest in common/collective trusts at end of year2015-12-31$536,803
Value of interest in common/collective trusts at beginning of year2015-12-31$692,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,137,641
Net investment gain or loss from common/collective trusts2015-12-31$16,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$319,755
Employer contributions (assets) at end of year2015-12-31$319,755
Employer contributions (assets) at beginning of year2015-12-31$298,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,495,217
Contract administrator fees2015-12-31$1,808
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WALTHALL, LLP
Accountancy firm EIN2015-12-31340644631
2014 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,454,696
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,691,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,652,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$756,527
Value of total assets at end of year2014-12-31$20,414,244
Value of total assets at beginning of year2014-12-31$23,650,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,089
Total interest from all sources2014-12-31$8,369
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,274,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,274,666
Administrative expenses professional fees incurred2014-12-31$36,326
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$377,702
Participant contributions at end of year2014-12-31$208,223
Participant contributions at beginning of year2014-12-31$209,364
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$76,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$7,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,236,307
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,414,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,650,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,214,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,130,575
Interest on participant loans2014-12-31$8,369
Value of interest in common/collective trusts at end of year2014-12-31$692,706
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-596,503
Net investment gain or loss from common/collective trusts2014-12-31$4,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$302,178
Employer contributions (assets) at end of year2014-12-31$298,498
Employer contributions (assets) at beginning of year2014-12-31$310,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,652,914
Contract administrator fees2014-12-31$1,763
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALTHALL, LLP
Accountancy firm EIN2014-12-31340644631
2013 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,112,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,274,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,223,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$679,179
Value of total assets at end of year2013-12-31$23,650,551
Value of total assets at beginning of year2013-12-31$21,812,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,687
Total interest from all sources2013-12-31$7,249
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,496,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,496,520
Administrative expenses professional fees incurred2013-12-31$48,823
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$345,888
Participant contributions at end of year2013-12-31$209,364
Participant contributions at beginning of year2013-12-31$163,644
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$5,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,838,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,650,551
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,812,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,130,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,358,767
Interest on participant loans2013-12-31$7,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,924,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$310,612
Employer contributions (assets) at end of year2013-12-31$310,612
Employer contributions (assets) at beginning of year2013-12-31$289,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,223,735
Contract administrator fees2013-12-31$1,864
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALTHALL, LLP
Accountancy firm EIN2013-12-31340644631
2012 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,033,582
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,227,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,178,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$689,589
Value of total assets at end of year2012-12-31$21,812,268
Value of total assets at beginning of year2012-12-31$20,006,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,444
Total interest from all sources2012-12-31$6,978
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$749,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$749,154
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$347,767
Participant contributions at end of year2012-12-31$163,644
Participant contributions at beginning of year2012-12-31$144,500
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,979
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,366
Other income not declared elsewhere2012-12-31$21,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,806,185
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,812,268
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,006,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,358,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,559,385
Interest on participant loans2012-12-31$6,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,566,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$289,857
Employer contributions (assets) at end of year2012-12-31$289,857
Employer contributions (assets) at beginning of year2012-12-31$290,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,178,953
Contract administrator fees2012-12-31$48,444
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRANK,SERINGER, & CHANEY, INC.
Accountancy firm EIN2012-12-31341345804
2011 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$15,536,123
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$0
Total income from all sources (including contributions)2011-12-31$-243,604
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,443,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,375,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$630,768
Value of total assets at end of year2011-12-31$20,006,083
Value of total assets at beginning of year2011-12-31$9,156,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,477
Total interest from all sources2011-12-31$5,123
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$905,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$905,920
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$319,099
Participant contributions at end of year2011-12-31$144,500
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$7,979
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$284,721
Administrative expenses (other) incurred2011-12-31$67,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,687,012
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,006,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,156,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,559,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,373,263
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,632,192
Income. Interest from loans (other than to participants)2011-12-31$5,123
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$972,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,135,827
Net investment gain/loss from pooled separate accounts2011-12-31$60,374
Net investment gain or loss from common/collective trusts2011-12-31$5,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$311,669
Employer contributions (assets) at end of year2011-12-31$290,853
Employer contributions (assets) at beginning of year2011-12-31$179,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,375,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRANK,SERINGER, & CHANEY, INC.
Accountancy firm EIN2011-12-31341345804
2010 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,663,275
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,998,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,966,824
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,248,687
Value of total assets at end of year2010-12-31$9,156,972
Value of total assets at beginning of year2010-12-31$12,491,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,419
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$101,674
Administrative expenses professional fees incurred2010-12-31$20,071
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,061,312
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,334,968
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,156,972
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,491,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,373,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,343,750
Value of interest in pooled separate accounts at end of year2010-12-31$1,632,192
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,294,084
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$972,367
Value of interest in common/collective trusts at beginning of year2010-12-31$1,653,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$945,368
Net investment gain/loss from pooled separate accounts2010-12-31$326,722
Net investment gain or loss from common/collective trusts2010-12-31$40,824
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$179,150
Employer contributions (assets) at end of year2010-12-31$179,150
Employer contributions (assets) at beginning of year2010-12-31$200,167
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,966,824
Contract administrator fees2010-12-31$11,348
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRANK,SERINGER, & CHANEY, INC.
Accountancy firm EIN2010-12-31341345804
2009 : NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN

2022: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH OHIO HEART CENTER, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849255
Policy instance 1
Insurance contract or identification numberGA-849255
Number of Individuals Covered215
Insurance policy start date2022-01-01
Insurance policy end date2022-02-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,649
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees4649
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number748130-01
Policy instance 2
Insurance contract or identification number748130-01
Number of Individuals Covered224
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849255
Policy instance 1
Insurance contract or identification numberGA-849255
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,966
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees8966
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-849255
Policy instance 1
Insurance contract or identification numberGA-849255
Number of Individuals Covered198
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,627
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees5627
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450140
Policy instance 1
Insurance contract or identification number450140
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $678
Total amount of fees paid to insurance companyUSD $6,670
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450140
Policy instance 1
Insurance contract or identification number450140
Number of Individuals Covered260
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,498
Total amount of fees paid to insurance companyUSD $17,787
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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