401k Plan data: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN plan

COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 401k Plan overview

Plan Name	COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN
Plan identification number	001

COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

COLUMBIA HEART CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name: COLUMBIA HEART CLINIC, P.A.

Employer identification number (EIN): 562050356

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 GOBI SHAH 2019-10-14 GOBI SHAH 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 J. WILLIAM PHILLIPS, III
001 2013-01-01 J. WILLIAM PHILLIPS, III
001 2012-01-01 J. WILLIAM PHILLIPS, III
001 2011-01-01 J. WILLIAM PHILLIPS, III
001 2010-01-01 W. JOSEPH HOLLINS
001 2009-01-01 W. JOSEPH HOLLINS

Plan Statistics for COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN

401k plan membership statisitcs for COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN

Measure Date Value
2020: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 84
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 122
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 116
Number of participants with account balances 2017-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 116
Number of participants with account balances 2016-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 96
Number of retired or separated participants receiving benefits 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 134
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 116
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 147
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 110
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 136
Number of participants with account balances 2013-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 137
Number of participants with account balances 2012-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 136
Number of participants with account balances 2011-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 104
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 130
Number of participants with account balances 2010-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 137
Number of participants with account balances 2009-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2020: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	84
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	122
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	116
Number of participants with account balances	2017-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	116
Number of participants with account balances	2016-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	96
Number of retired or separated participants receiving benefits	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	134
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	116
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	147
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	136
Number of participants with account balances	2013-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	137
Number of participants with account balances	2012-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	136
Number of participants with account balances	2011-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	104
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	130
Number of participants with account balances	2010-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	137
Number of participants with account balances	2009-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN

Measure	Date	Value
2020 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$-748,922
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,206,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,174,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$217
Value of total assets at beginning of year	2020-12-31	$13,955,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,486
Total interest from all sources	2020-12-31	$4,926
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$45,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$20,064
Administrative expenses professional fees incurred	2020-12-31	$32,486
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$8,348
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	$-13,955,709
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$217
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,955,926
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,721,063
Income. Interest from US Government securities	2020-12-31	$763
Income. Interest from corporate debt instruments	2020-12-31	$3,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$325,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$325,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,137
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$160,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-799,340
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
Income. Dividends from common stock	2020-12-31	$25,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,174,301
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$904,183
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$3,836,286
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	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2020-12-31	580692043
2019 : COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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	$724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$724
Total income from all sources (including contributions)	2019-12-31	$4,169,231
Total income from all sources (including contributions)	2019-12-31	$4,169,231
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,983,796
Total of all expenses incurred	2019-12-31	$6,983,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,937,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,937,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$915,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$915,027
Value of total assets at end of year	2019-12-31	$13,955,926
Value of total assets at end of year	2019-12-31	$13,955,926
Value of total assets at beginning of year	2019-12-31	$16,771,215
Value of total assets at beginning of year	2019-12-31	$16,771,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,709
Total interest from all sources	2019-12-31	$48,053
Total interest from all sources	2019-12-31	$48,053
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$435,948
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$435,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$346,542
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$346,542
Administrative expenses professional fees incurred	2019-12-31	$46,709
Administrative expenses professional fees incurred	2019-12-31	$46,709
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$441,117
Contributions received from participants	2019-12-31	$441,117
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$11,477
Participant contributions at beginning of year	2019-12-31	$11,477
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$8,348
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$8,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$11,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$11,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$724
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
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	$-2,814,565
Value of net income/loss	2019-12-31	$-2,814,565
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,955,926
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,955,926
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,770,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,770,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,721,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,721,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,547,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,547,070
Income. Interest from US Government securities	2019-12-31	$4,157
Income. Interest from US Government securities	2019-12-31	$4,157
Income. Interest from corporate debt instruments	2019-12-31	$32,407
Income. Interest from corporate debt instruments	2019-12-31	$32,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$325,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$325,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$436,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$436,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$436,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$436,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,489
Asset value of US Government securities at end of year	2019-12-31	$160,238
Asset value of US Government securities at end of year	2019-12-31	$160,238
Asset value of US Government securities at beginning of year	2019-12-31	$226,114
Asset value of US Government securities at beginning of year	2019-12-31	$226,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,770,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,770,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$473,910
Contributions received in cash from employer	2019-12-31	$473,910
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$94,157
Employer contributions (assets) at beginning of year	2019-12-31	$94,157
Income. Dividends from common stock	2019-12-31	$89,406
Income. Dividends from common stock	2019-12-31	$89,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,937,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,937,087
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$904,183
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$904,183
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$1,208,195
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$1,208,195
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,836,286
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,836,286
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$4,236,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$4,236,250
Did the plan have assets held for investment	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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAULDIN & JENKINS, LLC
Accountancy firm name	2019-12-31	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2019-12-31	580692043
Accountancy firm EIN	2019-12-31	580692043
2018 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$253
Total income from all sources (including contributions)	2018-12-31	$26,187
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,554,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,526,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,282,848
Value of total assets at end of year	2018-12-31	$16,771,215
Value of total assets at beginning of year	2018-12-31	$21,299,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,841
Total interest from all sources	2018-12-31	$51,987
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$522,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$423,797
Administrative expenses professional fees incurred	2018-12-31	$27,841
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$531,521
Participant contributions at end of year	2018-12-31	$11,477
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,004
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$11,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$12,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$253
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	$-4,528,439
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,770,491
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,298,930
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,547,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,614,431
Income. Interest from US Government securities	2018-12-31	$3,622
Income. Interest from corporate debt instruments	2018-12-31	$42,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$436,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,990,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,990,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,141
Asset value of US Government securities at end of year	2018-12-31	$226,114
Asset value of US Government securities at beginning of year	2018-12-31	$231,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,830,960
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	Yes
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	$747,323
Employer contributions (assets) at end of year	2018-12-31	$94,157
Employer contributions (assets) at beginning of year	2018-12-31	$93,080
Income. Dividends from common stock	2018-12-31	$98,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,526,785
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$1,208,195
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$1,354,925
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$4,236,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$5,003,125
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	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2018-12-31	580692043
2017 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$253
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	$4,683,134
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,905,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,899,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,300,035
Value of total assets at end of year	2017-12-31	$21,299,183
Value of total assets at beginning of year	2017-12-31	$21,521,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,607
Total interest from all sources	2017-12-31	$53,597
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$754,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$626,546
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	$566,550
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$12,350
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$584
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$12,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$11,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-222,699
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,298,930
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,521,629
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
Investment advisory and management fees	2017-12-31	$6,607
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,614,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,754,756
Income. Interest from corporate debt instruments	2017-12-31	$52,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,990,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$324,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$324,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,300
Asset value of US Government securities at end of year	2017-12-31	$231,174
Asset value of US Government securities at beginning of year	2017-12-31	$47,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,574,738
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	$732,901
Employer contributions (assets) at end of year	2017-12-31	$93,080
Employer contributions (assets) at beginning of year	2017-12-31	$785
Income. Dividends from common stock	2017-12-31	$128,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,899,226
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$1,354,925
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$1,612,543
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$5,003,125
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$6,757,500
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	MAULDIN & JENKINS, LLC
Accountancy firm EIN	2017-12-31	580692043
2016 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$257
Total income from all sources (including contributions)	2016-12-31	$2,696,687
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,591,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,587,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,377,489
Value of total assets at end of year	2016-12-31	$21,521,629
Value of total assets at beginning of year	2016-12-31	$21,416,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,389
Total interest from all sources	2016-12-31	$50,459
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$504,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$357,166
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	$607,862
Participant contributions at end of year	2016-12-31	$12,350
Participant contributions at beginning of year	2016-12-31	$14,500
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$11,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$57,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$257
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	$105,366
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,521,629
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,416,263
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
Investment advisory and management fees	2016-12-31	$3,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,754,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,415,037
Interest earned on other investments	2016-12-31	$1,044
Income. Interest from corporate debt instruments	2016-12-31	$49,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$324,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$495,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$495,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$141
Asset value of US Government securities at end of year	2016-12-31	$47,380
Asset value of US Government securities at beginning of year	2016-12-31	$217,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$764,644
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	$769,627
Employer contributions (assets) at end of year	2016-12-31	$785
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$146,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,587,932
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$1,612,543
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$905,856
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$6,757,500
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$7,310,598
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	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2016-12-31	570940019
2015 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$257
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	$1,540,894
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,980,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,957,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,501,604
Value of total assets at end of year	2015-12-31	$21,416,520
Value of total assets at beginning of year	2015-12-31	$22,855,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,165
Total interest from all sources	2015-12-31	$51,300
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$682,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$535,877
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	$635,757
Participant contributions at end of year	2015-12-31	$14,500
Participant contributions at beginning of year	2015-12-31	$25,253
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$769,521
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$57,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$7,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,439,369
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,416,263
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,855,632
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
Investment advisory and management fees	2015-12-31	$17,035
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,415,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,777,554
Income. Interest from US Government securities	2015-12-31	$20,995
Income. Interest from corporate debt instruments	2015-12-31	$27,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$495,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$563,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$563,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$3,120
Asset value of US Government securities at end of year	2015-12-31	$217,789
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-695,002
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	$865,847
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$20,930
Income. Dividends from common stock	2015-12-31	$147,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,957,098
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$905,856
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$1,167,751
Contract administrator fees	2015-12-31	$6,130
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$7,310,598
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$7,523,034
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
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	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2015-12-31	570940019
2014 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$2,672,010
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,149,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,149,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,578,688
Value of total assets at end of year	2014-12-31	$22,855,632
Value of total assets at beginning of year	2014-12-31	$24,332,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$37,317
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$854,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$672,113
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
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	$645,157
Participant contributions at end of year	2014-12-31	$25,253
Participant contributions at beginning of year	2014-12-31	$29,121
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$769,521
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,204,666
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,080
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$7,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$50,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-1,477,185
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,855,632
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$24,332,817
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,777,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,491,010
Income. Interest from US Government securities	2014-12-31	$857
Income. Interest from corporate debt instruments	2014-12-31	$35,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$563,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$491,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$491,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$201,694
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	$929,451
Employer contributions (assets) at end of year	2014-12-31	$20,930
Employer contributions (assets) at beginning of year	2014-12-31	$5,806
Income. Dividends from common stock	2014-12-31	$182,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,149,195
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$1,167,751
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$1,460,255
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$7,523,034
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$8,600,169
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
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	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2014-12-31	570940019
2013 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$178
Total income from all sources (including contributions)	2013-12-31	$6,015,438
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,142,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,120,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,715,572
Value of total assets at end of year	2013-12-31	$24,332,817
Value of total assets at beginning of year	2013-12-31	$23,460,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,695
Total interest from all sources	2013-12-31	$62,032
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$673,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$437,238
Administrative expenses professional fees incurred	2013-12-31	$22,695
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
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	$711,833
Participant contributions at end of year	2013-12-31	$29,121
Participant contributions at beginning of year	2013-12-31	$36,710
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,204,666
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,856,859
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$77,999
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$50,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$28,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$75
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	$872,613
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,332,817
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,460,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,491,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,213,719
Income. Interest from US Government securities	2013-12-31	$11,134
Income. Interest from corporate debt instruments	2013-12-31	$49,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$491,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$735,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$735,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,884
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,563,951
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	$925,740
Employer contributions (assets) at end of year	2013-12-31	$5,806
Employer contributions (assets) at beginning of year	2013-12-31	$5,003
Income. Dividends from common stock	2013-12-31	$236,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,120,130
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$1,460,255
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$1,662,704
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$8,600,169
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$8,921,342
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$103
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	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2013-12-31	570940019
2012 : COLUMBIA HEART CLINIC, P.A. RETIREMENT 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	$178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,799,628
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$781,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$767,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,572,092
Value of total assets at end of year	2012-12-31	$23,460,382
Value of total assets at beginning of year	2012-12-31	$20,442,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,188
Total interest from all sources	2012-12-31	$61,902
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$462,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$186,336
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$27,531
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	$662,831
Participant contributions at end of year	2012-12-31	$36,710
Participant contributions at beginning of year	2012-12-31	$22,701
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,856,859
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,762,589
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$28,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$20,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,017,763
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,460,204
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,442,441
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	$14,188
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,213,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,097,109
Income. Interest from corporate debt instruments	2012-12-31	$58,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$735,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,071,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,071,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,702,911
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	$909,261
Employer contributions (assets) at end of year	2012-12-31	$5,003
Employer contributions (assets) at beginning of year	2012-12-31	$32,529
Income. Dividends from common stock	2012-12-31	$276,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$767,677
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$1,662,704
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$1,385,090
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$8,921,342
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$11,022,438
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$103
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2012-12-31	570940019
2011 : COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$873,708
Total unrealized appreciation/depreciation of assets	2011-12-31	$873,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$668,202
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$920,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$918,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,382,350
Value of total assets at end of year	2011-12-31	$20,442,441
Value of total assets at beginning of year	2011-12-31	$20,694,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,276
Total interest from all sources	2011-12-31	$18,554
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$85,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$22,960
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$27,531
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$601,632
Participant contributions at end of year	2011-12-31	$22,701
Participant contributions at beginning of year	2011-12-31	$22,309
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,762,589
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,895,601
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$20,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$24,264
Other income not declared elsewhere	2011-12-31	$-1,772,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-252,483
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,442,441
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,694,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,276
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,097,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,070,339
Income. Interest from corporate debt instruments	2011-12-31	$16,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,071,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$842,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$842,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$79,731
Net investment gain/loss from pooled separate accounts	2011-12-31	$268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$780,718
Employer contributions (assets) at end of year	2011-12-31	$32,529
Employer contributions (assets) at beginning of year	2011-12-31	$67,924
Income. Dividends from common stock	2011-12-31	$63,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$918,409
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$1,385,090
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$1,331,855
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	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$11,022,438
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$11,440,278
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAUKNIGHT PIETRAS & STORMER, PA
Accountancy firm EIN	2011-12-31	570940019
2010 : COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,359,598
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,359,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$54,694
Total income from all sources (including contributions)	2010-12-31	$3,290,492
Total loss/gain on sale of assets	2010-12-31	$26,115
Total of all expenses incurred	2010-12-31	$1,930,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,927,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,701,855
Value of total assets at end of year	2010-12-31	$20,694,924
Value of total assets at beginning of year	2010-12-31	$19,389,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,138
Total interest from all sources	2010-12-31	$1,230,398
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$651,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$400,375
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$579,939
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$22,309
Participant contributions at beginning of year	2010-12-31	$16,526
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,895,601
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,674,128
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$71,920
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$24,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$31,408
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$54,694
Other income not declared elsewhere	2010-12-31	$104,057
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,360,075
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,694,924
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,334,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$2,140
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,070,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,817,842
Interest earned on other investments	2010-12-31	$1,160,670
Income. Interest from corporate debt instruments	2010-12-31	$68,057
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$842,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$404,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$404,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,671
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-1,782,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$1,049,996
Employer contributions (assets) at end of year	2010-12-31	$67,924
Employer contributions (assets) at beginning of year	2010-12-31	$15,126
Income. Dividends from common stock	2010-12-31	$250,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,927,279
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$1,331,855
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$1,586,301
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$998
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$11,440,278
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$11,844,028
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$5,450,563
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$5,424,448
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN	2010-12-31	570940019
2009 : COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN

2020: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLUMBIA HEART CLINIC, P.A. RETIREMENT 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: COLUMBIA HEART CLINIC, P.A. RETIREMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLUMBIA HEART CLINIC, P.A. RETIREMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLUMBIA HEART CLINIC, P.A. RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COLUMBIA HEART CLINIC, P.A. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

828005

Policy instance

Insurance contract or identification number	828005
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,438
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?	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	1438
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

828005

Policy instance

Insurance contract or identification number	828005
Number of Individuals Covered	82
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,640
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?	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	1989
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

828005

Policy instance

Insurance contract or identification number	828005
Number of Individuals Covered	91
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,052
Total amount of fees paid to insurance company	USD $6,420
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?	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 $11,052
Insurance broker organization code?	3
Amount paid for insurance broker fees	3341
Additional information about fees paid to insurance broker	SALES/MARKETING

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

828005

Policy instance

Insurance contract or identification number	828005
Number of Individuals Covered	94
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $27,930
Total amount of fees paid to insurance company	USD $7,830
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?	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 $27,930
Insurance broker organization code?	3
Amount paid for insurance broker fees	5308
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	COLUMBIA HEART CLINIC, P.A.
Employer identification number (EIN):	562050356
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	GOBI SHAH	2019-10-14	GOBI SHAH	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	J. WILLIAM PHILLIPS, III
001	2013-01-01	J. WILLIAM PHILLIPS, III
001	2012-01-01	J. WILLIAM PHILLIPS, III
001	2011-01-01	J. WILLIAM PHILLIPS, III
001	2010-01-01	W. JOSEPH HOLLINS
001	2009-01-01	W. JOSEPH HOLLINS