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CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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.

401k Sponsoring company profile

CARDIOVASCULAR MGMT. OF ILLINOIS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR MGMT. OF ILLINOIS, LLC
Employer identification number (EIN):364227335
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GREG SIMPSON2024-09-04 GREG SIMPSON2024-09-04
0012022-01-01GREG SIMPSON2023-08-17 GREG SIMPSON2023-08-17
0012021-01-01
0012021-01-01GREG SIMPSON
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREG S SIMPSON GREG S SIMPSON2018-10-12
0012016-01-01GREG SIMPSON GREG SIMPSON2017-10-13
0012015-01-01GREG SIMPSON GREG SIMPSON2016-10-10
0012014-01-01GREG SIMPSON GREG SIMPSON2015-10-16
0012013-01-01GREG SIMPSON GREG SIMPSON2014-11-13
0012012-01-01GREG SIMPSON GREG SIMPSON2013-10-09
0012011-01-01GREG SIMPSON GREG SIMPSON2012-09-05
0012009-01-01GREG SIMPSON GREG SIMPSON2010-10-15

Financial Data on CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-155571730
Net assets as of the end of the plan year2025-10-1526064905
Total assets as of the beginning of the plan year2025-10-1526874253
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15123482
Value of participant loans at end of plan year2025-10-15101305
Other contributions to plan in this plan year2025-10-1534706
Other income to plan in this plan year2025-10-154431732
Plan net income in this plan year2025-10-15-809348
Net assets as of the end of the plan year2025-10-1526064905
Net assets as of the beginning of the plan year2025-10-1526874253
Employer contributions to plan in this plan year2025-10-15172462
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1530919
2024 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-046326941
Net assets as of the end of the plan year2024-09-0426874253
Total assets as of the beginning of the plan year2024-09-0427735648
Value of plan covered by a fidelity bond2024-09-04500000
Participant contributions to plan in this plan year2024-09-04116985
Value of participant loans at end of plan year2024-09-0459998
Other expenses paid from plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-045184820
Plan net income in this plan year2024-09-04-861395
Net assets as of the end of the plan year2024-09-0426874253
Net assets as of the beginning of the plan year2024-09-0427735648
Employer contributions to plan in this plan year2024-09-04163741
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0443190
2021 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,263,823
Total of all expenses incurred2021-12-31$4,652,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,593,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$281,346
Value of total assets at end of year2021-12-31$42,071,756
Value of total assets at beginning of year2021-12-31$40,460,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,434
Total interest from all sources2021-12-31$3,079
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,566,655
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$2,566,655
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$112,782
Participant contributions at end of year2021-12-31$73,832
Participant contributions at beginning of year2021-12-31$59,150
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,872
Administrative expenses (other) incurred2021-12-31$1,020
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$1,611,709
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,071,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,460,047
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,825,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,241,344
Interest on participant loans2021-12-31$3,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,412,743
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$158,692
Employer contributions (assets) at end of year2021-12-31$158,692
Employer contributions (assets) at beginning of year2021-12-31$159,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,593,680
Contract administrator fees2021-12-31$57,414
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 name2021-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2021-12-31363781251
2020 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,975,416
Total of all expenses incurred2020-12-31$3,077,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,990,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$278,743
Value of total assets at end of year2020-12-31$40,460,047
Value of total assets at beginning of year2020-12-31$36,561,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,941
Total interest from all sources2020-12-31$4,118
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,201,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,201,634
Administrative expenses professional fees incurred2020-12-31$32,840
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$119,420
Participant contributions at end of year2020-12-31$59,150
Participant contributions at beginning of year2020-12-31$71,900
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$3,898,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,460,047
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,561,700
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,241,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,305,121
Interest on participant loans2020-12-31$4,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$40,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$40,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,490,921
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$159,323
Employer contributions (assets) at end of year2020-12-31$159,323
Employer contributions (assets) at beginning of year2020-12-31$144,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,990,128
Contract administrator fees2020-12-31$54,101
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 name2020-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2020-12-31363781251
2019 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,275,248
Total of all expenses incurred2019-12-31$2,647,852
Total of all expenses incurred2019-12-31$2,647,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,598,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$331,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$331,484
Value of total assets at end of year2019-12-31$36,561,700
Value of total assets at beginning of year2019-12-31$31,934,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,082
Total interest from all sources2019-12-31$3,702
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,904,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,904,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,904,268
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$113,010
Participant contributions at end of year2019-12-31$71,900
Participant contributions at end of year2019-12-31$71,900
Participant contributions at beginning of year2019-12-31$79,165
Participant contributions at beginning of year2019-12-31$79,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$74,403
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$74,403
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
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$4,627,396
Value of net income/loss2019-12-31$4,627,396
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,561,700
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,934,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,934,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$36,305,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,305,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,630,901
Interest on participant loans2019-12-31$3,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$40,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$40,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,035,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$144,071
Employer contributions (assets) at end of year2019-12-31$144,071
Employer contributions (assets) at end of year2019-12-31$144,071
Employer contributions (assets) at beginning of year2019-12-31$184,305
Employer contributions (assets) at beginning of year2019-12-31$184,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,598,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,598,770
Contract administrator fees2019-12-31$49,082
Contract administrator fees2019-12-31$49,082
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COLE, MARTIN & CO., LTD.
Accountancy firm name2019-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2019-12-31363781251
Accountancy firm EIN2019-12-31363781251
2018 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,303,481
Total of all expenses incurred2018-12-31$2,365,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,362,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$314,227
Value of total assets at end of year2018-12-31$31,934,304
Value of total assets at beginning of year2018-12-31$35,603,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,120
Total interest from all sources2018-12-31$4,391
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,395,901
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$2,395,901
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$129,922
Participant contributions at end of year2018-12-31$79,165
Participant contributions at beginning of year2018-12-31$123,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,669,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,934,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,603,408
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$31,630,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,205,598
Interest on participant loans2018-12-31$4,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$39,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$50,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$50,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,018,000
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$184,305
Employer contributions (assets) at end of year2018-12-31$184,305
Employer contributions (assets) at beginning of year2018-12-31$223,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,362,503
Contract administrator fees2018-12-31$3,120
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2018-12-31363781251
2017 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,104,982
Total of all expenses incurred2017-12-31$8,173,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,150,468
Expenses. Certain deemed distributions of participant loans2017-12-31$17,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$390,096
Value of total assets at end of year2017-12-31$35,603,408
Value of total assets at beginning of year2017-12-31$36,671,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,834
Total interest from all sources2017-12-31$6,782
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,853,514
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$1,853,514
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$166,278
Participant contributions at end of year2017-12-31$123,359
Participant contributions at beginning of year2017-12-31$169,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,068,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,603,408
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,671,512
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$35,205,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,178,774
Interest on participant loans2017-12-31$6,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$50,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$72,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$72,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,854,590
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$223,818
Employer contributions (assets) at end of year2017-12-31$223,818
Employer contributions (assets) at beginning of year2017-12-31$251,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,150,468
Contract administrator fees2017-12-31$4,834
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2017-12-31363781251
2016 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,147,532
Total of all expenses incurred2016-12-31$1,381,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,377,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$446,334
Value of total assets at end of year2016-12-31$36,671,512
Value of total assets at beginning of year2016-12-31$34,905,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,699
Total interest from all sources2016-12-31$7,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$195,058
Participant contributions at end of year2016-12-31$169,141
Participant contributions at beginning of year2016-12-31$229,925
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$1,766,407
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,671,512
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,905,105
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$36,178,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,275,214
Interest on participant loans2016-12-31$7,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$72,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$135,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$135,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,693,809
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$251,276
Employer contributions (assets) at end of year2016-12-31$251,276
Employer contributions (assets) at beginning of year2016-12-31$264,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,377,426
Contract administrator fees2016-12-31$3,699
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2016-12-31363781251
2015 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,309,576
Total of all expenses incurred2015-12-31$732,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$718,375
Value of total corrective distributions2015-12-31$9,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$960,611
Value of total assets at end of year2015-12-31$34,905,105
Value of total assets at beginning of year2015-12-31$34,328,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,546
Total interest from all sources2015-12-31$6,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$196,411
Participant contributions at end of year2015-12-31$229,925
Participant contributions at beginning of year2015-12-31$180,196
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$499,826
Administrative expenses (other) incurred2015-12-31$3,440
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$577,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,905,105
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,328,018
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$34,275,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,795,353
Interest on participant loans2015-12-31$6,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$135,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$104,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$104,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$342,057
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$264,374
Employer contributions (assets) at end of year2015-12-31$264,374
Employer contributions (assets) at beginning of year2015-12-31$247,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$718,375
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$1,106
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2015-12-31363781251
2014 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,541,770
Total loss/gain on sale of assets2014-12-31$48,063
Total of all expenses incurred2014-12-31$5,142,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,133,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$412,024
Value of total assets at end of year2014-12-31$34,328,018
Value of total assets at beginning of year2014-12-31$36,928,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,641
Total interest from all sources2014-12-31$15,111
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$489,380
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$164,383
Participant contributions at end of year2014-12-31$180,196
Participant contributions at beginning of year2014-12-31$220,164
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,600,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,328,018
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,928,556
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
Investment advisory and management fees2014-12-31$6,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,795,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,329,533
Interest on participant loans2014-12-31$7,178
Income. Interest from corporate debt instruments2014-12-31$7,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$104,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$122,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$122,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,043,619
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$247,641
Employer contributions (assets) at end of year2014-12-31$247,641
Employer contributions (assets) at beginning of year2014-12-31$262,235
Income. Dividends from common stock2014-12-31$22,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,133,667
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$537,230
Contract administrator fees2014-12-31$2,452
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,967,950
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
Aggregate proceeds on sale of assets2014-12-31$48,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2014-12-31363781251
2013 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,474,165
Total loss/gain on sale of assets2013-12-31$-1,037,004
Total of all expenses incurred2013-12-31$1,486,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,444,964
Value of total corrective distributions2013-12-31$17,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,821
Value of total assets at end of year2013-12-31$36,928,556
Value of total assets at beginning of year2013-12-31$30,940,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,857
Total interest from all sources2013-12-31$44,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$78,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$489,380
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$455,727
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$160,698
Participant contributions at end of year2013-12-31$220,164
Participant contributions at beginning of year2013-12-31$217,625
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,888
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$5,987,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,928,556
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,940,614
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
Investment advisory and management fees2013-12-31$23,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,329,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,670,861
Interest on participant loans2013-12-31$8,515
Income. Interest from corporate debt instruments2013-12-31$36,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$122,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$218,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$218,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,903,362
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$262,235
Employer contributions (assets) at end of year2013-12-31$262,235
Employer contributions (assets) at beginning of year2013-12-31$256,927
Income. Dividends from preferred stock2013-12-31$33,789
Income. Dividends from common stock2013-12-31$44,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,444,964
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$537,230
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$596,348
Contract administrator fees2013-12-31$628
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,967,950
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,523,137
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$-1,037,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2013-12-31363781251
2012 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,600,503
Total of all expenses incurred2012-12-31$4,518,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,486,942
Value of total corrective distributions2012-12-31$8,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$413,157
Value of total assets at end of year2012-12-31$30,940,614
Value of total assets at beginning of year2012-12-31$30,858,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,416
Total interest from all sources2012-12-31$42,282
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$455,727
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$454,050
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$156,230
Participant contributions at end of year2012-12-31$217,625
Participant contributions at beginning of year2012-12-31$266,419
Participant contributions at end of year2012-12-31$1,000
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$82,240
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,940,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,858,374
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
Investment advisory and management fees2012-12-31$21,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,670,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,584,211
Interest on participant loans2012-12-31$9,780
Income. Interest from corporate debt instruments2012-12-31$32,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$218,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,654,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,654,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,063,433
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$256,927
Employer contributions (assets) at end of year2012-12-31$256,927
Employer contributions (assets) at beginning of year2012-12-31$901,605
Income. Dividends from preferred stock2012-12-31$34,143
Income. Dividends from common stock2012-12-31$47,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,486,942
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$596,348
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$468,083
Contract administrator fees2012-12-31$762
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,523,137
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,529,905
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2012-12-31363781251
2011 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
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$335,045
Total loss/gain on sale of assets2011-12-31$-126,761
Total of all expenses incurred2011-12-31$5,987,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,982,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,489,738
Value of total assets at end of year2011-12-31$30,858,374
Value of total assets at beginning of year2011-12-31$36,511,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,844
Total interest from all sources2011-12-31$12,249
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$526,884
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$526,884
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$454,050
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$386,490
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 period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$588,133
Participant contributions at end of year2011-12-31$266,419
Participant contributions at beginning of year2011-12-31$273,617
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$9,343
Administrative expenses (other) incurred2011-12-31$4,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,652,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,858,374
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,511,312
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$25,584,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,871,312
Interest on participant loans2011-12-31$12,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,654,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,104,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,104,906
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,567,065
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$901,605
Employer contributions (assets) at end of year2011-12-31$901,605
Employer contributions (assets) at beginning of year2011-12-31$1,727,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,982,139
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$468,083
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$412,259
Contract administrator fees2011-12-31$1,069
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,529,905
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,726,238
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-126,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2011-12-31363781251
2010 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$6,406,098
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,749,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,719,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,745,956
Value of total assets at end of year2010-12-31$36,511,312
Value of total assets at beginning of year2010-12-31$32,854,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,119
Total interest from all sources2010-12-31$14,180
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$784,957
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$784,957
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$386,490
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$281,838
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$994,213
Participant contributions at end of year2010-12-31$273,617
Participant contributions at beginning of year2010-12-31$239,290
Participant contributions at end of year2010-12-31$9,343
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,596
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$3,656,690
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,511,312
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,854,622
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,871,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,448,232
Interest on participant loans2010-12-31$14,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,104,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$171,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$171,802
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$25,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,861,005
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$1,727,147
Employer contributions (assets) at end of year2010-12-31$1,727,147
Employer contributions (assets) at beginning of year2010-12-31$1,787,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,719,289
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$412,259
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$677,356
Contract administrator fees2010-12-31$5,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,726,238
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,222,871
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31COLE, MARTIN & CO., LTD.
Accountancy firm EIN2010-12-31363781251
2009 : CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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 CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN

2021: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR MGMT. OF ILLINOIS, LLC 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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