401k Plan data: CARDIAC ASSOCIATES, P.C. 401K PLAN plan

CARDIAC ASSOCIATES, P.C. 401K PLAN 401k Plan overview

Plan Name	CARDIAC ASSOCIATES, P.C. 401K PLAN
Plan identification number	002

CARDIAC ASSOCIATES, P.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: CARDIAC ASSOCIATES, P.C.

Employer identification number (EIN): 521087711

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIAC ASSOCIATES, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DENNIS C FRIEDMAN
002 2016-01-01 DENNIS C FRIEDMAN
002 2015-01-01 DENNIS C FRIEDMAN
002 2014-01-01 DENNIS C FRIEDMAN
002 2013-01-01 DENNIS C FRIEDMAN
002 2012-01-01 DENNIS C FRIEDMAN
002 2011-01-01 DENNIS C FRIEDMAN 2012-05-14
002 2010-01-01 DENNIS C FRIEDMAN 2011-10-10

Plan Statistics for CARDIAC ASSOCIATES, P.C. 401K PLAN

401k plan membership statisitcs for CARDIAC ASSOCIATES, P.C. 401K PLAN

Measure Date Value
2022: CARDIAC ASSOCIATES, P.C. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 119
Total of all active and inactive participants 2022-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 119
Number of participants with account balances 2022-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CARDIAC ASSOCIATES, P.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 93
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 136
Number of participants with account balances 2021-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: CARDIAC ASSOCIATES, P.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: CARDIAC ASSOCIATES, P.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 57
Total of all active and inactive participants 2019-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 157
Number of participants with account balances 2019-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: CARDIAC ASSOCIATES, P.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 97
Total of all active and inactive participants 2018-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 206
Number of participants with account balances 2018-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: CARDIAC ASSOCIATES, P.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 88
Total of all active and inactive participants 2017-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 195
Number of participants with account balances 2017-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: CARDIAC ASSOCIATES, P.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
Number of retired or separated participants receiving benefits 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 177
Number of participants with account balances 2016-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: CARDIAC ASSOCIATES, P.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 105
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 75
Total of all active and inactive participants 2015-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 180
Number of participants with account balances 2015-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: CARDIAC ASSOCIATES, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 99
Number of retired or separated participants receiving benefits 2014-01-01 31
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 130
Number of participants with account balances 2014-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: CARDIAC ASSOCIATES, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 107
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 55
Total of all active and inactive participants 2013-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 162
Number of participants with account balances 2013-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: CARDIAC ASSOCIATES, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 104
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2022: CARDIAC ASSOCIATES, P.C. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	119
Total of all active and inactive participants	2022-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	119
Number of participants with account balances	2022-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CARDIAC ASSOCIATES, P.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	93
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	136
Number of participants with account balances	2021-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: CARDIAC ASSOCIATES, P.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: CARDIAC ASSOCIATES, P.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	57
Total of all active and inactive participants	2019-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	157
Number of participants with account balances	2019-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: CARDIAC ASSOCIATES, P.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	97
Total of all active and inactive participants	2018-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	206
Number of participants with account balances	2018-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: CARDIAC ASSOCIATES, P.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	88
Total of all active and inactive participants	2017-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	195
Number of participants with account balances	2017-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: CARDIAC ASSOCIATES, P.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
Number of retired or separated participants receiving benefits	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	177
Number of participants with account balances	2016-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: CARDIAC ASSOCIATES, P.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	105
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	75
Total of all active and inactive participants	2015-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	180
Number of participants with account balances	2015-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: CARDIAC ASSOCIATES, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	99
Number of retired or separated participants receiving benefits	2014-01-01	31
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	130
Number of participants with account balances	2014-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: CARDIAC ASSOCIATES, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	107
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	55
Total of all active and inactive participants	2013-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	162
Number of participants with account balances	2013-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: CARDIAC ASSOCIATES, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	104
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on CARDIAC ASSOCIATES, P.C. 401K PLAN

Measure	Date	Value
2022 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,601,691
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,072,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,989,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$371,862
Value of total assets at end of year	2022-12-31	$7,952,786
Value of total assets at beginning of year	2022-12-31	$18,626,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,481
Total interest from all sources	2022-12-31	$2,639
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$167,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$167,404
Administrative expenses professional fees incurred	2022-12-31	$22,900
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$550,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$53,329
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$115,296
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$38,093
Other income not declared elsewhere	2022-12-31	$-4,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,674,120
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,952,786
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,626,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$43,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,730,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,979,921
Interest on participant loans	2022-12-31	$2,639
Value of interest in common/collective trusts at end of year	2022-12-31	$222,239
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,493,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,170,514
Net investment gain or loss from common/collective trusts	2022-12-31	$31,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$318,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,989,948
Contract administrator fees	2022-12-31	$16,081
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2022-12-31	521273734
2021 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,002,356
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,477,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,445,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,165,854
Value of total assets at end of year	2021-12-31	$18,626,906
Value of total assets at beginning of year	2021-12-31	$21,101,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,672
Total interest from all sources	2021-12-31	$9,203
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$171,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$171,216
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$550,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$523,921
Participant contributions at end of year	2021-12-31	$115,296
Participant contributions at beginning of year	2021-12-31	$161,772
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$38,093
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,673,795
Other income not declared elsewhere	2021-12-31	$109,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-2,474,704
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,626,906
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,101,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,995
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,979,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,239,209
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,026,834
Interest on participant loans	2021-12-31	$9,203
Value of interest in common/collective trusts at end of year	2021-12-31	$2,493,596
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,499,158
Net investment gain/loss from pooled separate accounts	2021-12-31	$17,028
Net investment gain or loss from common/collective trusts	2021-12-31	$30,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$641,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,445,388
Contract administrator fees	2021-12-31	$12,677
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2021-12-31	521273734
2020 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,354,782
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,256,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,224,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,978,267
Value of total assets at end of year	2020-12-31	$21,101,610
Value of total assets at beginning of year	2020-12-31	$20,002,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,951
Total interest from all sources	2020-12-31	$11,216
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$153,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$153,895
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$550,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$573,622
Participant contributions at end of year	2020-12-31	$161,772
Participant contributions at beginning of year	2020-12-31	$180,824
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,673,795
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,582,265
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$453,191
Other income not declared elsewhere	2020-12-31	$91,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,098,703
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,101,610
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,002,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,239,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,106,632
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,026,834
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,133,186
Interest on participant loans	2020-12-31	$11,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,059,027
Net investment gain/loss from pooled separate accounts	2020-12-31	$60,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$951,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,224,128
Contract administrator fees	2020-12-31	$12,951
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2020-12-31	521273734
2019 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$4,190,059
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,072,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,031,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$556,197
Value of total assets at end of year	2019-12-31	$20,002,907
Value of total assets at beginning of year	2019-12-31	$19,884,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,921
Total interest from all sources	2019-12-31	$12,783
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$206,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$206,341
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$550,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$556,197
Participant contributions at end of year	2019-12-31	$180,824
Participant contributions at beginning of year	2019-12-31	$198,135
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$36,081
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,582,265
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$304,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$117,950
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,002,907
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,884,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$18,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,106,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,964,084
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,133,186
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$12,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,065,505
Net investment gain/loss from pooled separate accounts	2019-12-31	$45,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$686,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,031,188
Contract administrator fees	2019-12-31	$22,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2019-12-31	521273734
2018 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$44,130
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,210,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,185,430
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,233,946
Value of total assets at end of year	2018-12-31	$19,884,957
Value of total assets at beginning of year	2018-12-31	$23,051,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,087
Total interest from all sources	2018-12-31	$7,533
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$550,824
Participant contributions at end of year	2018-12-31	$198,135
Participant contributions at beginning of year	2018-12-31	$143,956
Participant contributions at end of year	2018-12-31	$36,081
Participant contributions at beginning of year	2018-12-31	$44,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,166,428
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,884,957
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,051,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$24,087
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,964,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,159,777
Interest on participant loans	2018-12-31	$7,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,197,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$683,122
Employer contributions (assets) at end of year	2018-12-31	$686,657
Employer contributions (assets) at beginning of year	2018-12-31	$703,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,185,430
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2018-12-31	521273734
2017 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,990,378
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$130,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$110,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,260,078
Value of total assets at end of year	2017-12-31	$23,051,385
Value of total assets at beginning of year	2017-12-31	$19,191,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,150
Total interest from all sources	2017-12-31	$3,137
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$563,502
Participant contributions at end of year	2017-12-31	$143,956
Participant contributions at beginning of year	2017-12-31	$150,492
Participant contributions at end of year	2017-12-31	$44,006
Participant contributions at beginning of year	2017-12-31	$28,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,859,947
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,051,385
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,191,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,159,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,350,241
Interest on participant loans	2017-12-31	$3,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,727,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$696,576
Employer contributions (assets) at end of year	2017-12-31	$703,646
Employer contributions (assets) at beginning of year	2017-12-31	$662,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$110,281
Contract administrator fees	2017-12-31	$20,150
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2017-12-31	521273734
2016 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,567,006
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$707,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$661,549
Expenses. Certain deemed distributions of participant loans	2016-12-31	$29,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,275,783
Value of total assets at end of year	2016-12-31	$19,191,438
Value of total assets at beginning of year	2016-12-31	$17,331,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,157
Total interest from all sources	2016-12-31	$6,381
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$564,681
Participant contributions at end of year	2016-12-31	$150,492
Participant contributions at beginning of year	2016-12-31	$139,198
Participant contributions at end of year	2016-12-31	$28,074
Participant contributions at beginning of year	2016-12-31	$18,206
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$48,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,859,769
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,191,438
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,331,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,350,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,495,000
Interest on participant loans	2016-12-31	$6,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,284,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$662,631
Employer contributions (assets) at end of year	2016-12-31	$662,631
Employer contributions (assets) at beginning of year	2016-12-31	$679,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$661,549
Contract administrator fees	2016-12-31	$16,157
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2016-12-31	521273734
2015 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,148,662
Total loss/gain on sale of assets	2015-12-31	$-70,084
Total of all expenses incurred	2015-12-31	$2,397,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,386,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,213,560
Value of total assets at end of year	2015-12-31	$17,331,669
Value of total assets at beginning of year	2015-12-31	$18,580,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,673
Total interest from all sources	2015-12-31	$5,186
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$534,295
Participant contributions at end of year	2015-12-31	$139,198
Participant contributions at beginning of year	2015-12-31	$118,423
Participant contributions at end of year	2015-12-31	$18,206
Participant contributions at beginning of year	2015-12-31	$18,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,248,742
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,331,669
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,580,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,495,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,546,146
Interest on participant loans	2015-12-31	$5,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,226,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$679,265
Employer contributions (assets) at end of year	2015-12-31	$679,265
Employer contributions (assets) at beginning of year	2015-12-31	$667,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,386,731
Contract administrator fees	2015-12-31	$10,673
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-70,084
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2015-12-31	521273734
2014 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,345,678
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$84,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$71,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,195,936
Value of total assets at end of year	2014-12-31	$18,580,411
Value of total assets at beginning of year	2014-12-31	$16,319,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,217
Total interest from all sources	2014-12-31	$5,270
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$528,036
Participant contributions at end of year	2014-12-31	$118,423
Participant contributions at beginning of year	2014-12-31	$119,324
Participant contributions at end of year	2014-12-31	$18,757
Participant contributions at beginning of year	2014-12-31	$5,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,261,043
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,580,411
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,319,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$13,217
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,546,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,446,630
Interest on participant loans	2014-12-31	$5,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,226,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,163,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,144,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$667,900
Employer contributions (assets) at end of year	2014-12-31	$667,900
Employer contributions (assets) at beginning of year	2014-12-31	$580,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$71,418
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2014-12-31	521273734
2013 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,439,876
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$57,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$55,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,069,506
Value of total assets at end of year	2013-12-31	$16,319,368
Value of total assets at beginning of year	2013-12-31	$12,936,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,420
Total interest from all sources	2013-12-31	$5,164
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$489,298
Participant contributions at end of year	2013-12-31	$119,324
Participant contributions at beginning of year	2013-12-31	$113,531
Participant contributions at end of year	2013-12-31	$5,166
Participant contributions at beginning of year	2013-12-31	$38,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,382,747
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,319,368
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,936,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,446,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,078,212
Interest on participant loans	2013-12-31	$5,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$4,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,163,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,096,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,365,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$580,208
Employer contributions (assets) at end of year	2013-12-31	$580,208
Employer contributions (assets) at beginning of year	2013-12-31	$600,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$55,709
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2013-12-31	521273734
2012 : CARDIAC ASSOCIATES, P.C. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,288,587
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$112,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$105,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,103,504
Value of total assets at end of year	2012-12-31	$12,936,621
Value of total assets at beginning of year	2012-12-31	$10,760,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,158
Total interest from all sources	2012-12-31	$3,551
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$491,666
Participant contributions at end of year	2012-12-31	$113,531
Participant contributions at beginning of year	2012-12-31	$62,859
Participant contributions at end of year	2012-12-31	$38,629
Participant contributions at beginning of year	2012-12-31	$40,770
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,176,460
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,936,621
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,760,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$6,158
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,078,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,178,495
Interest on participant loans	2012-12-31	$3,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,096,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$926,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,181,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$600,990
Employer contributions (assets) at end of year	2012-12-31	$600,990
Employer contributions (assets) at beginning of year	2012-12-31	$545,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$105,969
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LINTON SHAFER WARFIELD & GARRETT PA
Accountancy firm EIN	2012-12-31	521273734

Form 5500 Responses for CARDIAC ASSOCIATES, P.C. 401K PLAN

2022: CARDIAC ASSOCIATES, P.C. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARDIAC ASSOCIATES, P.C. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARDIAC ASSOCIATES, P.C. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARDIAC ASSOCIATES, P.C. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARDIAC ASSOCIATES, P.C. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARDIAC ASSOCIATES, P.C. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARDIAC ASSOCIATES, P.C. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARDIAC ASSOCIATES, P.C. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARDIAC ASSOCIATES, P.C. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARDIAC ASSOCIATES, P.C. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARDIAC ASSOCIATES, P.C. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	147
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	141
Insurance policy start date	2019-03-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878539

Policy instance

Insurance contract or identification number	878539
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,755
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1755
Additional information about fees paid to insurance broker	TPA PARTNERSHIP / ALLIANCE PROGRAMS
Insurance broker organization code?	5
Insurance broker name	THE PENSION ALLIANCE, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878539

Policy instance

Insurance contract or identification number	878539
Number of Individuals Covered	159
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,349
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6349
Additional information about fees paid to insurance broker	TPA PARTNERSHIP / ALLIANCE PROGRAMS
Insurance broker organization code?	5
Insurance broker name	THE PENSION ALLIANCE, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878539

Policy instance

Insurance contract or identification number	878539
Number of Individuals Covered	151
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,033
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5033
Additional information about fees paid to insurance broker	TPA PARTNERSHIP / ALLIANCE PROGRAMS
Insurance broker organization code?	5
Insurance broker name	THE PENSION ALLIANCE, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878539

Policy instance

Insurance contract or identification number	878539
Number of Individuals Covered	150
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $20,848
Total amount of fees paid to insurance company	USD $4,031
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,445
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVICE
Insurance broker organization code?	3
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK INC

Potentially related plans

CARDIAC ASSOCIATES,S.C. 401(K) PROFIT SHARING PLAN [EIN = 362654256]

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Company Name:	CARDIAC ASSOCIATES, P.C.
Employer identification number (EIN):	521087711
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)