401k Plan data: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN plan

THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN
Plan identification number	001

THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

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

Company Name: BIRMINGHAM HEART CLINIC, P.C.

Employer identification number (EIN): 631119002

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 VAN REEDER 2019-10-01 VAN REEDER 2019-10-01
001 2017-01-01 VAN REEDER 2018-06-22
001 2016-01-01 MICHAEL SIMPSON 2017-09-27
001 2015-01-01 MICHAEL SIMPSON 2016-07-15
001 2014-01-01 MICHAEL SIMPSON 2015-07-08 MICHAEL SIMPSON 2015-07-08
001 2013-01-01 MICHAEL SIMPSON 2014-04-22
001 2012-01-01 MICHAEL SIMPSON 2013-06-26
001 2011-01-01 MICHAEL SIMPSON 2012-06-11
001 2010-01-01 MICHAEL SIMPSON 2011-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	VAN REEDER	2019-10-01	VAN REEDER	2019-10-01
001	2017-01-01	VAN REEDER	2018-06-22
001	2016-01-01	MICHAEL SIMPSON	2017-09-27
001	2015-01-01	MICHAEL SIMPSON	2016-07-15
001	2014-01-01	MICHAEL SIMPSON	2015-07-08	MICHAEL SIMPSON	2015-07-08
001	2013-01-01	MICHAEL SIMPSON	2014-04-22
001	2012-01-01	MICHAEL SIMPSON	2013-06-26
001	2011-01-01	MICHAEL SIMPSON	2012-06-11
001	2010-01-01	MICHAEL SIMPSON	2011-08-26

Plan Statistics for THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN

Measure Date Value
2022: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 61
Total of all active and inactive participants 2022-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 167
Number of participants with account balances 2022-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 114
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 150
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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 2019-01-01 103
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 142
Number of participants with account balances 2019-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9

Measure	Date	Value
2022: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	61
Total of all active and inactive participants	2022-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	167
Number of participants with account balances	2022-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	114
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	150
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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	103
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	142
Number of participants with account balances	2019-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9

Financial Data on THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,038,239
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$450,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$320,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,560,851
Value of total assets at end of year	2022-12-31	$16,279,944
Value of total assets at beginning of year	2022-12-31	$17,768,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$129,844
Total interest from all sources	2022-12-31	$-62,104
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$490,161
Participant contributions at end of year	2022-12-31	$97,270
Participant contributions at beginning of year	2022-12-31	$92,205
Participant contributions at end of year	2022-12-31	$28,848
Participant contributions at beginning of year	2022-12-31	$10,183
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$9,515,872
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$10,303,917
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,931
Other income not declared elsewhere	2022-12-31	$-1,451,911
Total non interest bearing cash at end of year	2022-12-31	$2,017
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,488,732
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,279,944
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,768,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$79,938
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,898,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,630,031
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,244
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,467
Interest on participant loans	2022-12-31	$-66,929
Interest earned on other investments	2022-12-31	$4,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,084,269
Net investment gain/loss from pooled separate accounts	2022-12-31	$-806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,054,759
Employer contributions (assets) at end of year	2022-12-31	$732,702
Employer contributions (assets) at beginning of year	2022-12-31	$729,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$320,649
Contract administrator fees	2022-12-31	$49,906
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	APRIO LLP
Accountancy firm EIN	2022-12-31	571157523
2021 : THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,317,722
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$337,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$208,948
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,527,231
Value of total assets at end of year	2021-12-31	$17,768,676
Value of total assets at beginning of year	2021-12-31	$14,788,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$126,334
Total interest from all sources	2021-12-31	$6,970
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$524,142
Participant contributions at end of year	2021-12-31	$92,205
Participant contributions at beginning of year	2021-12-31	$80,602
Participant contributions at end of year	2021-12-31	$10,183
Participant contributions at beginning of year	2021-12-31	$21,667
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$10,303,917
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$8,811,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$36,439
Other income not declared elsewhere	2021-12-31	$905,861
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$2,980,494
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,768,676
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,788,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$126,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,630,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,154,486
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,467
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,032
Income. Interest from loans (other than to participants)	2021-12-31	$6,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$877,263
Net investment gain/loss from pooled separate accounts	2021-12-31	$397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,003,089
Employer contributions (assets) at end of year	2021-12-31	$729,873
Employer contributions (assets) at beginning of year	2021-12-31	$719,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$172,509
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CSH&G, P.C.
Accountancy firm EIN	2021-12-31	203346361
2020 : THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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	$2,922,186
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$247,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$157,967
Expenses. Certain deemed distributions of participant loans	2020-12-31	$693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,549,979
Value of total assets at end of year	2020-12-31	$14,788,182
Value of total assets at beginning of year	2020-12-31	$12,113,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$89,202
Total interest from all sources	2020-12-31	$5,005
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$518,438
Participant contributions at end of year	2020-12-31	$80,602
Participant contributions at beginning of year	2020-12-31	$98,647
Participant contributions at end of year	2020-12-31	$21,667
Participant contributions at beginning of year	2020-12-31	$28,127
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$8,811,210
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,475,068
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$32,925
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$6,588
Other income not declared elsewhere	2020-12-31	$713,060
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$2,674,324
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,788,182
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,113,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$89,202
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,154,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,859,172
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,032
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$5,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$654,679
Net investment gain/loss from pooled separate accounts	2020-12-31	$-537
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$998,616
Employer contributions (assets) at end of year	2020-12-31	$719,185
Employer contributions (assets) at beginning of year	2020-12-31	$652,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$151,379
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	CSH&G, P.C.
Accountancy firm EIN	2020-12-31	203346361
2019 : THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,182,178
Total income from all sources (including contributions)	2019-12-31	$3,182,178
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	$468,204
Total of all expenses incurred	2019-12-31	$468,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$304,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$304,448
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44,129
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,457,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,457,938
Value of total assets at end of year	2019-12-31	$12,113,858
Value of total assets at end of year	2019-12-31	$12,113,858
Value of total assets at beginning of year	2019-12-31	$9,399,884
Value of total assets at beginning of year	2019-12-31	$9,399,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$119,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$119,627
Total interest from all sources	2019-12-31	$7,481
Total interest from all sources	2019-12-31	$7,481
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
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	$480,103
Contributions received from participants	2019-12-31	$480,103
Participant contributions at end of year	2019-12-31	$98,647
Participant contributions at end of year	2019-12-31	$98,647
Participant contributions at beginning of year	2019-12-31	$139,709
Participant contributions at beginning of year	2019-12-31	$139,709
Participant contributions at end of year	2019-12-31	$28,127
Participant contributions at end of year	2019-12-31	$28,127
Participant contributions at beginning of year	2019-12-31	$22,232
Participant contributions at beginning of year	2019-12-31	$22,232
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,475,068
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,475,068
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,854,417
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,854,417
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,150
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,150
Other income not declared elsewhere	2019-12-31	$1,064,735
Other income not declared elsewhere	2019-12-31	$1,064,735
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	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	$2,713,974
Value of net income/loss	2019-12-31	$2,713,974
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,113,858
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,113,858
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,399,884
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,399,884
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
Investment advisory and management fees	2019-12-31	$117,852
Investment advisory and management fees	2019-12-31	$117,852
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,859,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,859,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,812,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,812,777
Interest on participant loans	2019-12-31	$7,481
Interest on participant loans	2019-12-31	$7,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,531
Net investment gain/loss from pooled separate accounts	2019-12-31	$652,024
Net investment gain/loss from pooled separate accounts	2019-12-31	$652,024
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$913,685
Contributions received in cash from employer	2019-12-31	$913,685
Employer contributions (assets) at end of year	2019-12-31	$652,844
Employer contributions (assets) at end of year	2019-12-31	$652,844
Employer contributions (assets) at beginning of year	2019-12-31	$569,218
Employer contributions (assets) at beginning of year	2019-12-31	$569,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$304,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$304,448
Contract administrator fees	2019-12-31	$1,775
Contract administrator fees	2019-12-31	$1,775
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	CSH & G, PC
Accountancy firm name	2019-12-31	CSH & G, PC
Accountancy firm EIN	2019-12-31	203346361
Accountancy firm EIN	2019-12-31	203346361

Form 5500 Responses for THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN

2022: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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: THE BIRMINGHAM HEART CLINIC, P.C. PROFIT SHARING 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

469304

Policy instance

Insurance contract or identification number	469304
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

469304

Policy instance

Insurance contract or identification number	469304
Number of Individuals Covered	152
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

469304

Policy instance

Insurance contract or identification number	469304
Number of Individuals Covered	153
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 $7,502
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	7502
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

35314

Policy instance

Insurance contract or identification number	35314
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-11-18
Total amount of commissions paid to insurance broker	USD $17,382
Total amount of fees paid to insurance company	USD $5,006
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 $17,382
Insurance broker organization code?	3
Amount paid for insurance broker fees	2938
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

469304

Policy instance

Insurance contract or identification number	469304
Number of Individuals Covered	138
Insurance policy start date	2019-10-01
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BIRMINGHAM HEART CLINIC, P.C.
Employer identification number (EIN):	631119002
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)