?>
Logo

INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A.
Employer identification number (EIN):591536350
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1974-06-28
Company Identification Number: 455518
Legal Registered Office Address: 1151 NM 64TH TERRACE

GAINESVILLE

32605

More information about INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01NATALIE TURNER2023-10-11
0022021-01-01NATALIE TURNER2023-02-15
0022020-01-01NATALIE TURNER2021-10-14
0022020-01-01NATALIE TURNER2022-02-16
0022019-01-01JANIS SIMS2020-10-09
0022019-01-01JANIS SIMS2020-10-09
0022018-01-01JANIS SIMS2019-10-11
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JOHN CONNOR
0022013-07-01JONN CONNOR JONN CONNOR2014-09-16
0022012-07-01JONN CONNOR JONN CONNOR2014-01-22
0022011-07-01JONN CONNOR JONN CONNOR2013-04-08
0022009-07-01JONN CONNOR JONN CONNOR2011-01-12
0022009-07-01JONN CONNOR JONN CONNOR2011-01-12

Plan Statistics for INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01181
Number of participants with account balances2022-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01168
Number of participants with account balances2021-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01212
Number of participants with account balances2020-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01128
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01176
Number of participants with account balances2016-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01150
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01112
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01117
Total number of active participants reported on line 7a of the Form 55002013-07-0184
Number of retired or separated participants receiving benefits2013-07-0111
Number of other retired or separated participants entitled to future benefits2013-07-0119
Total of all active and inactive participants2013-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01115
Number of participants with account balances2013-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01119
Total number of active participants reported on line 7a of the Form 55002012-07-0187
Number of retired or separated participants receiving benefits2012-07-0111
Number of other retired or separated participants entitled to future benefits2012-07-0119
Total of all active and inactive participants2012-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01117
Number of participants with account balances2012-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0164
Total number of active participants reported on line 7a of the Form 55002011-07-0197
Number of retired or separated participants receiving benefits2011-07-0110
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01119
Number of participants with account balances2011-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0168
Total number of active participants reported on line 7a of the Form 55002009-07-0151
Number of retired or separated participants receiving benefits2009-07-013
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0164
Number of participants with account balances2009-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,896,369
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$890,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$801,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,841,894
Value of total assets at end of year2022-12-31$22,135,243
Value of total assets at beginning of year2022-12-31$27,922,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,209
Total interest from all sources2022-12-31$16,909
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$457,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$457,605
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$782,684
Participant contributions at end of year2022-12-31$101,808
Participant contributions at beginning of year2022-12-31$85,199
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,124,706
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,077,391
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,355
Other income not declared elsewhere2022-12-31$-84
Administrative expenses (other) incurred2022-12-31$89,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,786,766
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,135,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,922,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,705,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,593,512
Interest on participant loans2022-12-31$5,253
Value of interest in common/collective trusts at end of year2022-12-31$332,733
Value of interest in common/collective trusts at beginning of year2022-12-31$328,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$870,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$834,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$834,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,212,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,044,855
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$801,188
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS, & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,014,766
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,513,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,464,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,751,457
Value of total assets at end of year2021-12-31$27,922,009
Value of total assets at beginning of year2021-12-31$24,421,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,051
Total interest from all sources2021-12-31$5,905
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$632,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$632,524
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$718,903
Participant contributions at end of year2021-12-31$85,199
Participant contributions at beginning of year2021-12-31$101,185
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,031
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,077,391
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,089,133
Other income not declared elsewhere2021-12-31$-382
Administrative expenses (other) incurred2021-12-31$49,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,500,835
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,922,009
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,421,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,593,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,201,049
Interest on participant loans2021-12-31$5,809
Value of interest in common/collective trusts at end of year2021-12-31$328,894
Value of interest in common/collective trusts at beginning of year2021-12-31$326,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$834,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$682,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$682,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,625,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,032,554
Employer contributions (assets) at end of year2021-12-31$2,253
Employer contributions (assets) at beginning of year2021-12-31$12,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,464,880
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS, & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,141,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$614,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$527,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,640,881
Value of total assets at end of year2020-12-31$24,400,535
Value of total assets at beginning of year2020-12-31$18,873,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,260
Total interest from all sources2020-12-31$8,596
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$433,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$433,579
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$716,309
Participant contributions at end of year2020-12-31$101,185
Participant contributions at beginning of year2020-12-31$146,965
Participant contributions at end of year2020-12-31$8,031
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,089,132
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,012,871
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$432
Administrative expenses (other) incurred2020-12-31$87,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,526,879
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,400,535
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,873,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,211,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,696,680
Interest on participant loans2020-12-31$6,367
Interest earned on other investments2020-12-31$2,229
Value of interest in common/collective trusts at end of year2020-12-31$326,394
Value of interest in common/collective trusts at beginning of year2020-12-31$323,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$672,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$694,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$694,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,058,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$924,572
Employer contributions (assets) at end of year2020-12-31$12,602
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$527,357
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS, & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,089,744
Total income from all sources (including contributions)2019-12-31$5,089,744
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$957,646
Total of all expenses incurred2019-12-31$957,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$872,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$872,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,611,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,611,117
Value of total assets at end of year2019-12-31$18,873,656
Value of total assets at end of year2019-12-31$18,873,656
Value of total assets at beginning of year2019-12-31$14,741,558
Value of total assets at beginning of year2019-12-31$14,741,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,035
Total interest from all sources2019-12-31$18,615
Total interest from all sources2019-12-31$18,615
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$454,134
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$454,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$454,134
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$454,134
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$712,275
Contributions received from participants2019-12-31$712,275
Participant contributions at end of year2019-12-31$146,965
Participant contributions at end of year2019-12-31$146,965
Participant contributions at beginning of year2019-12-31$125,140
Participant contributions at beginning of year2019-12-31$125,140
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,012,871
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,012,871
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,688,011
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,688,011
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,755
Administrative expenses (other) incurred2019-12-31$2,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,132,098
Value of net income/loss2019-12-31$4,132,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,873,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,873,656
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,741,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,741,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$82,280
Investment advisory and management fees2019-12-31$82,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,696,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,696,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,831,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,831,867
Interest on participant loans2019-12-31$6,250
Interest on participant loans2019-12-31$6,250
Value of interest in common/collective trusts at end of year2019-12-31$323,129
Value of interest in common/collective trusts at end of year2019-12-31$323,129
Value of interest in common/collective trusts at beginning of year2019-12-31$319,266
Value of interest in common/collective trusts at beginning of year2019-12-31$319,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$694,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$694,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$777,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$777,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$777,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$777,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,005,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,005,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$898,842
Contributions received in cash from employer2019-12-31$898,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$872,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$872,611
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm name2019-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm EIN2019-12-31630965059
Accountancy firm EIN2019-12-31630965059
2018 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,043,982
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$400,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$303,647
Expenses. Certain deemed distributions of participant loans2018-12-31$5,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,645,007
Value of total assets at end of year2018-12-31$14,741,558
Value of total assets at beginning of year2018-12-31$14,098,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,361
Total interest from all sources2018-12-31$20,178
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$545,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$545,217
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$690,120
Participant contributions at end of year2018-12-31$125,140
Participant contributions at beginning of year2018-12-31$126,588
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,688,011
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,396,735
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,905
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$643,531
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,741,558
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,098,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$87,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,831,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,599,993
Interest on participant loans2018-12-31$6,465
Value of interest in common/collective trusts at end of year2018-12-31$319,266
Value of interest in common/collective trusts at beginning of year2018-12-31$317,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$777,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$657,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$657,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,166,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$952,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$303,647
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm EIN2018-12-31630965059
2017 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,444,911
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$323,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$255,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,539,208
Value of total assets at end of year2017-12-31$14,098,027
Value of total assets at beginning of year2017-12-31$10,976,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,464
Total interest from all sources2017-12-31$7,296
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$402,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$402,865
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$661,156
Participant contributions at end of year2017-12-31$126,588
Participant contributions at beginning of year2017-12-31$88,072
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,396,735
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,467,740
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,650
Other income not declared elsewhere2017-12-31$10,017
Administrative expenses (other) incurred2017-12-31$68,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,121,139
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,098,027
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,976,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,599,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,530,044
Interest on participant loans2017-12-31$3,605
Interest earned on other investments2017-12-31$3,691
Value of interest in common/collective trusts at end of year2017-12-31$317,111
Value of interest in common/collective trusts at beginning of year2017-12-31$315,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$657,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$575,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$575,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,485,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$872,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$255,308
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm EIN2017-12-31630965059
2016 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,754,072
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$301,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$246,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,987,255
Value of total assets at end of year2016-12-31$10,976,888
Value of total assets at beginning of year2016-12-31$8,524,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,984
Total interest from all sources2016-12-31$4,410
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$615,089
Participant contributions at end of year2016-12-31$88,072
Participant contributions at beginning of year2016-12-31$84,665
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,467,740
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,691,154
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,646
Other income not declared elsewhere2016-12-31$-11,225
Administrative expenses (other) incurred2016-12-31$54,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,452,610
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,976,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,524,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,530,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,385,824
Interest on participant loans2016-12-31$3,932
Interest earned on other investments2016-12-31$478
Value of interest in common/collective trusts at end of year2016-12-31$315,713
Value of interest in common/collective trusts at beginning of year2016-12-31$315,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$575,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$47,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$47,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$507,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,357,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$246,478
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm EIN2016-12-31630965059
2015 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,383,586
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$254,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$223,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,485,345
Value of total assets at end of year2015-12-31$8,524,278
Value of total assets at beginning of year2015-12-31$7,394,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,536
Total interest from all sources2015-12-31$2,849
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$331,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$331,270
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$609,352
Participant contributions at end of year2015-12-31$84,665
Participant contributions at beginning of year2015-12-31$60,280
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,691,154
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,760,654
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$63,309
Other income not declared elsewhere2015-12-31$-5,659
Administrative expenses (other) incurred2015-12-31$30,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,129,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,524,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,394,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,385,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,526,660
Interest on participant loans2015-12-31$2,791
Value of interest in common/collective trusts at end of year2015-12-31$315,187
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$47,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$47,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$47,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-430,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$812,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$223,766
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUSSEL THOMPSON BUTLER&HOUSTON, LLP
Accountancy firm EIN2015-12-31630965059
2014 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,283,509
Expenses. Total of all expenses incurred2014-12-31$2,438,749
Benefits paid (including direct rollovers)2014-12-31$2,417,609
Total plan assets at end of year2014-12-31$7,394,994
Total plan assets at beginning of year2014-12-31$8,550,234
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$538,785
Other income received2014-12-31$94,567
Net income (gross income less expenses)2014-12-31$-1,155,240
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,394,994
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,550,234
Assets. Value of participant loans2014-12-31$60,280
Total contributions received or receivable from employer(s)2014-12-31$650,157
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,436,728
Expenses. Total of all expenses incurred2013-12-31$79,740
Benefits paid (including direct rollovers)2013-12-31$72,440
Total plan assets at end of year2013-12-31$8,550,234
Total plan assets at beginning of year2013-12-31$7,193,246
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$245,576
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$813,883
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,356,988
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,550,234
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,193,246
Assets. Value of participant loans2013-12-31$64,578
Total contributions received or receivable from employer(s)2013-12-31$377,269
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$1,824,510
Expenses. Total of all expenses incurred2013-06-30$114,705
Benefits paid (including direct rollovers)2013-06-30$100,330
Total plan assets at end of year2013-06-30$7,193,246
Total plan assets at beginning of year2013-06-30$5,483,441
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$468,027
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$443,073
Other income received2013-06-30$698,682
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$1,709,805
Net plan assets at end of year (total assets less liabilities)2013-06-30$7,193,246
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$5,483,441
Assets. Value of participant loans2013-06-30$66,790
Total contributions received or receivable from employer(s)2013-06-30$214,728
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$14,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$215,708
Expenses. Total of all expenses incurred2012-06-30$76,043
Benefits paid (including direct rollovers)2012-06-30$75,263
Total plan assets at end of year2012-06-30$5,483,441
Total plan assets at beginning of year2012-06-30$5,343,776
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$245,071
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-161,086
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$139,665
Net plan assets at end of year (total assets less liabilities)2012-06-30$5,483,441
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,343,776
Assets. Value of participant loans2012-06-30$41,389
Total contributions received or receivable from employer(s)2012-06-30$131,723
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2010 : INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN

2022: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92624
Policy instance 1
Insurance contract or identification number92624
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-02-03
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92624
Policy instance 1
Insurance contract or identification number92624
Number of Individuals Covered82
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,926
Total amount of fees paid to insurance companyUSD $1,590
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,926
Amount paid for insurance broker fees450
Additional information about fees paid to insurance brokerFEE ALLOWANCE
Insurance broker organization code?3
Insurance broker namePROFESSIONAL PENSION SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92624
Policy instance 1
Insurance contract or identification number92624
Number of Individuals Covered74
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,566
Total amount of fees paid to insurance companyUSD $3,935
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,566
Amount paid for insurance broker fees455
Additional information about fees paid to insurance brokerFEE ALLOWANCE
Insurance broker organization code?3
Insurance broker namePROFESSIONAL PENSION SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92624
Policy instance 1
Insurance contract or identification number92624
Number of Individuals Covered75
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,778
Total amount of fees paid to insurance companyUSD $1,400
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3