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JACKSON HEART CLINIC, P.A. 401(K) PLAN 401k Plan overview

Plan NameJACKSON HEART CLINIC, P.A. 401(K) PLAN
Plan identification number 001

JACKSON HEART CLINIC, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:JACKSON HEART CLINIC, P.A.
Employer identification number (EIN):640528954
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HEART CLINIC, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01D. RUSSELL YOUNG MD D. RUSSELL YOUNG MD2013-10-15
0012011-01-01D. RUSSELL YOUNG MD D. RUSSELL YOUNG MD2012-10-12
0012010-01-01STEPHANIE S. EGGER STEPHANIE S. EGGER2011-10-14
0012009-01-01D. RUSSELL YOUNG D. RUSSELL YOUNG2010-10-14

Plan Statistics for JACKSON HEART CLINIC, P.A. 401(K) PLAN

401k plan membership statisitcs for JACKSON HEART CLINIC, P.A. 401(K) PLAN

Measure Date Value
2022: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01135
Number of participants with account balances2022-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01144
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01149
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01127
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01120
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01181
Number of participants with account balances2014-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169
Number of participants with account balances2013-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01154
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01164
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01153
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on JACKSON HEART CLINIC, P.A. 401(K) PLAN

Measure Date Value
2022 : JACKSON HEART CLINIC, P.A. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-8,297,756
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$634,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$554,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,062,803
Value of total assets at end of year2022-12-31$33,039,337
Value of total assets at beginning of year2022-12-31$41,971,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,573
Total interest from all sources2022-12-31$9,126
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$341,680
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$341,680
Administrative expenses professional fees incurred2022-12-31$9,453
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$706,675
Participant contributions at end of year2022-12-31$203,994
Participant contributions at beginning of year2022-12-31$158,108
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$26,908
Assets. Other investments not covered elsewhere at end of year2022-12-31$20,730,415
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$25,293,987
Other income not declared elsewhere2022-12-31$-3,525,581
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$-8,932,361
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,039,337
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,971,698
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
Investment advisory and management fees2022-12-31$45,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,541,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,994,523
Interest on participant loans2022-12-31$9,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$563,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$722,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,185,784
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$356,128
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$776,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$554,032
Contract administrator fees2022-12-31$25,335
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 name2022-12-31T.E. LOTT AND COMPANY
Accountancy firm EIN2022-12-31640575804
2021 : JACKSON HEART CLINIC, P.A. 401(K) 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$7,415,321
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,233,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,151,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,905,518
Value of total assets at end of year2021-12-31$41,081,791
Value of total assets at beginning of year2021-12-31$34,900,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,828
Total interest from all sources2021-12-31$9,162
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,008,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,008,295
Administrative expenses professional fees incurred2021-12-31$6,324
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$668,177
Participant contributions at end of year2021-12-31$158,108
Participant contributions at beginning of year2021-12-31$190,857
Participant contributions at end of year2021-12-31$26,908
Participant contributions at beginning of year2021-12-31$26,101
Assets. Other investments not covered elsewhere at end of year2021-12-31$24,643,742
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$21,178,382
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,871
Other income not declared elsewhere2021-12-31$3,131,563
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$6,181,382
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,081,791
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,900,409
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
Investment advisory and management fees2021-12-31$44,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,716,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,967,822
Interest on participant loans2021-12-31$9,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$563,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$563,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$360,783
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$1,126,470
Employer contributions (assets) at end of year2021-12-31$776,102
Employer contributions (assets) at beginning of year2021-12-31$762,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,151,111
Contract administrator fees2021-12-31$32,113
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 name2021-12-31T.E. LOTT AND COMPANY
Accountancy firm EIN2021-12-31640575804
2020 : JACKSON HEART CLINIC, P.A. 401(K) 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$4,795,310
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$629,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$562,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,052,420
Value of total assets at end of year2020-12-31$34,900,409
Value of total assets at beginning of year2020-12-31$30,734,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,557
Total interest from all sources2020-12-31$11,773
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$402,572
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$402,572
Administrative expenses professional fees incurred2020-12-31$7,925
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$636,000
Participant contributions at end of year2020-12-31$190,857
Participant contributions at beginning of year2020-12-31$190,283
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$146,760
Assets. Other investments not covered elsewhere at end of year2020-12-31$21,178,382
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,488,966
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,242
Other income not declared elsewhere2020-12-31$2,021,754
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$4,165,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,900,409
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,734,763
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
Investment advisory and management fees2020-12-31$34,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,967,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,637,513
Interest on participant loans2020-12-31$11,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$563,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$468,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,306,791
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$389,178
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$802,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$562,107
Contract administrator fees2020-12-31$25,321
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 name2020-12-31T.E. LOTT AND COMPANY
Accountancy firm EIN2020-12-31640575804
2019 : JACKSON HEART CLINIC, P.A. 401(K) 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$12,200,054
Total income from all sources (including contributions)2019-12-31$12,200,054
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$3,758,031
Total of all expenses incurred2019-12-31$3,758,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,626,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,626,291
Value of total corrective distributions2019-12-31$506
Value of total corrective distributions2019-12-31$506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,733,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,733,136
Value of total assets at end of year2019-12-31$33,940,158
Value of total assets at end of year2019-12-31$33,940,158
Value of total assets at beginning of year2019-12-31$25,498,135
Value of total assets at beginning of year2019-12-31$25,498,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,234
Total interest from all sources2019-12-31$7,562
Total interest from all sources2019-12-31$7,562
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$514,227
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$514,227
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$514,227
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$514,227
Administrative expenses professional fees incurred2019-12-31$6,507
Administrative expenses professional fees incurred2019-12-31$6,507
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$586,818
Contributions received from participants2019-12-31$586,818
Participant contributions at end of year2019-12-31$190,283
Participant contributions at end of year2019-12-31$190,283
Participant contributions at beginning of year2019-12-31$194,132
Participant contributions at beginning of year2019-12-31$194,132
Participant contributions at end of year2019-12-31$146,760
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,603,612
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,603,612
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$460,765
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$460,765
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,321
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,321
Other income not declared elsewhere2019-12-31$6,818,894
Other income not declared elsewhere2019-12-31$6,818,894
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$8,442,023
Value of net income/loss2019-12-31$8,442,023
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,940,158
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,940,158
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,498,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,498,135
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$23,504
Investment advisory and management fees2019-12-31$23,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,146,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,146,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,843,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,843,238
Interest on participant loans2019-12-31$7,562
Interest on participant loans2019-12-31$7,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$468,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,126,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,126,235
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$1,131,997
Contributions received in cash from employer2019-12-31$1,131,997
Employer contributions (assets) at end of year2019-12-31$802,532
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,626,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,626,291
Contract administrator fees2019-12-31$101,223
Contract administrator fees2019-12-31$101,223
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANTHAMPOOLE PLLC
Accountancy firm name2019-12-31GRANTHAMPOOLE PLLC
Accountancy firm EIN2019-12-31640903390
Accountancy firm EIN2019-12-31640903390
2018 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,622,560
Total of all expenses incurred2017-12-31$1,270,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,270,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,499,121
Value of total assets at end of year2017-12-31$26,582,454
Value of total assets at beginning of year2017-12-31$23,230,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$12,980
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$439,286
Participant contributions at end of year2017-12-31$197,790
Participant contributions at beginning of year2017-12-31$184,380
Participant contributions at end of year2017-12-31$27,511
Participant contributions at beginning of year2017-12-31$139,357
Assets. Other investments not covered elsewhere at end of year2017-12-31$578,124
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$318,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$54,105
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$3,352,131
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,582,454
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,230,323
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
Assets. partnership/joint venture interests at end of year2017-12-31$888,824
Assets. partnership/joint venture interests at beginning of year2017-12-31$445,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,058,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,906,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,123,439
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$918,105
Employer contributions (assets) at end of year2017-12-31$690,959
Employer contributions (assets) at beginning of year2017-12-31$717,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,270,429
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$40,316
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,124,522
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,411,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANTHAMPOOLE PLLC
Accountancy firm EIN2017-12-31640903390
2016 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2016 401k financial data
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$3,241,268
Total of all expenses incurred2016-12-31$1,748,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,748,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,323,269
Value of total assets at end of year2016-12-31$23,230,323
Value of total assets at beginning of year2016-12-31$21,737,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$12,980
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$13,130
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$410,321
Participant contributions at end of year2016-12-31$184,380
Participant contributions at beginning of year2016-12-31$226,493
Participant contributions at end of year2016-12-31$139,357
Participant contributions at beginning of year2016-12-31$113,998
Assets. Other investments not covered elsewhere at end of year2016-12-31$318,131
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$319,046
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$54,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,492,812
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,230,323
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,737,511
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
Assets. partnership/joint venture interests at end of year2016-12-31$445,798
Assets. partnership/joint venture interests at beginning of year2016-12-31$578,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,906,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,086,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,917,999
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$888,671
Employer contributions (assets) at end of year2016-12-31$717,262
Employer contributions (assets) at beginning of year2016-12-31$621,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,748,456
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$40,316
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$69,637
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,411,164
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,685,695
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANTHAMPOOLE PLLC
Accountancy firm EIN2016-12-31640903390
2015 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2015 401k financial data
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$569,387
Total of all expenses incurred2015-12-31$1,014,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,014,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,266,742
Value of total assets at end of year2015-12-31$21,737,511
Value of total assets at beginning of year2015-12-31$22,182,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$13,130
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$360,788
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$436,266
Participant contributions at end of year2015-12-31$226,493
Participant contributions at beginning of year2015-12-31$155,483
Participant contributions at end of year2015-12-31$113,998
Participant contributions at beginning of year2015-12-31$47,089
Assets. Other investments not covered elsewhere at end of year2015-12-31$319,046
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$217,894
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,629
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-445,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,737,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,182,673
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
Assets. partnership/joint venture interests at end of year2015-12-31$578,376
Assets. partnership/joint venture interests at beginning of year2015-12-31$701,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,086,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,860,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$195,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$195,251
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-697,355
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$828,847
Employer contributions (assets) at end of year2015-12-31$621,232
Employer contributions (assets) at beginning of year2015-12-31$331,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,013,014
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$69,637
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$114,558
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,685,695
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,193,349
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2015-12-31640903390
2014 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$683
Total income from all sources (including contributions)2014-12-31$2,440,321
Total of all expenses incurred2014-12-31$8,366,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,366,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,452,452
Value of total assets at end of year2014-12-31$22,182,673
Value of total assets at beginning of year2014-12-31$28,109,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$360,788
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$1,260,493
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$564,007
Participant contributions at end of year2014-12-31$155,483
Participant contributions at beginning of year2014-12-31$221,144
Participant contributions at end of year2014-12-31$47,089
Participant contributions at beginning of year2014-12-31$48,474
Assets. Other investments not covered elsewhere at end of year2014-12-31$217,894
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$192,881
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$59,155
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$9,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,926,270
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,182,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,108,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$701,795
Assets. partnership/joint venture interests at beginning of year2014-12-31$782,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,860,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,215,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$195,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,154
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$987,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$829,290
Employer contributions (assets) at end of year2014-12-31$331,560
Employer contributions (assets) at beginning of year2014-12-31$361,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,347,194
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$114,558
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$164,062
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,193,349
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,844,310
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2014-12-31640903390
2013 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,977
Total income from all sources (including contributions)2013-12-31$5,666,155
Total of all expenses incurred2013-12-31$1,476,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,476,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,487,248
Value of total assets at end of year2013-12-31$28,109,626
Value of total assets at beginning of year2013-12-31$23,921,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$1,260,493
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$100,489
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$684,235
Participant contributions at end of year2013-12-31$221,144
Participant contributions at beginning of year2013-12-31$194,365
Participant contributions at end of year2013-12-31$48,474
Participant contributions at beginning of year2013-12-31$46,207
Assets. Other investments not covered elsewhere at end of year2013-12-31$192,881
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$115,641
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$42,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$167
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,189,612
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,108,943
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,919,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$782,582
Assets. partnership/joint venture interests at beginning of year2013-12-31$551,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,215,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,555,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$456,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$456,269
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,178,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$803,013
Employer contributions (assets) at end of year2013-12-31$361,795
Employer contributions (assets) at beginning of year2013-12-31$409,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,434,368
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$164,062
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$165,438
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,844,310
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,297,862
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$683
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$1,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2013-12-31640903390
2012 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,107
Total income from all sources (including contributions)2012-12-31$3,455,075
Total of all expenses incurred2012-12-31$751,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$751,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,855,489
Value of total assets at end of year2012-12-31$23,921,308
Value of total assets at beginning of year2012-12-31$21,217,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$100,489
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$39,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$638,298
Participant contributions at end of year2012-12-31$194,365
Participant contributions at beginning of year2012-12-31$177,995
Participant contributions at end of year2012-12-31$46,207
Participant contributions at beginning of year2012-12-31$23,027
Assets. Other investments not covered elsewhere at end of year2012-12-31$115,641
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$120,382
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$86,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$22,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$167
Liabilities. Value of operating payables at end of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$1,871
Total non interest bearing cash at beginning of year2012-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,703,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,919,331
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,216,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$551,492
Assets. partnership/joint venture interests at beginning of year2012-12-31$595,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,555,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,155,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$456,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$255,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$255,477
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$9,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,599,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,130,845
Employer contributions (assets) at end of year2012-12-31$409,470
Employer contributions (assets) at beginning of year2012-12-31$533,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$720,066
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$165,438
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$151,425
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,297,862
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,156,675
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,107
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$1,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2012-12-31640903390
2011 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$596
Total income from all sources (including contributions)2011-12-31$1,222,474
Total of all expenses incurred2011-12-31$645,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$645,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,721,180
Value of total assets at end of year2011-12-31$21,217,320
Value of total assets at beginning of year2011-12-31$20,639,547
Total interest from all sources2011-12-31$14,155
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$292,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$39,300
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$39,360
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$592,175
Participant contributions at end of year2011-12-31$177,995
Participant contributions at beginning of year2011-12-31$154,595
Participant contributions at end of year2011-12-31$23,027
Participant contributions at beginning of year2011-12-31$16,647
Assets. Other investments not covered elsewhere at end of year2011-12-31$120,382
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$156,202
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$17,252
Total non interest bearing cash at end of year2011-12-31$60
Total non interest bearing cash at beginning of year2011-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$577,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,216,213
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,638,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$595,846
Assets. partnership/joint venture interests at beginning of year2011-12-31$621,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,155,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,909,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$255,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$249,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$249,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14,155
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-805,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,081,126
Employer contributions (assets) at end of year2011-12-31$533,582
Employer contributions (assets) at beginning of year2011-12-31$636,955
Income. Dividends from common stock2011-12-31$292,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$633,618
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$151,425
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$180,070
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,156,675
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,658,151
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,107
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$596
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2011-12-31640903390
2010 : JACKSON HEART CLINIC, P.A. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$577,416
Total unrealized appreciation/depreciation of assets2010-12-31$577,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,555,547
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$491,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$491,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,616,915
Value of total assets at end of year2010-12-31$20,639,547
Value of total assets at beginning of year2010-12-31$18,575,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$14,379
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$237,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$237,656
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$39,360
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$521,860
Participant contributions at end of year2010-12-31$154,595
Participant contributions at beginning of year2010-12-31$57,906
Participant contributions at end of year2010-12-31$16,647
Participant contributions at beginning of year2010-12-31$8,597
Assets. Other investments not covered elsewhere at end of year2010-12-31$156,202
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,831,668
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$75,672
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$10,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$17,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,642
Total non interest bearing cash at end of year2010-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,063,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,638,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,575,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$621,012
Assets. partnership/joint venture interests at beginning of year2010-12-31$855,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,909,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,079,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$249,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,441,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,441,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14,379
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$109,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,019,383
Employer contributions (assets) at end of year2010-12-31$636,955
Employer contributions (assets) at beginning of year2010-12-31$93,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$471,188
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$180,070
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$172,168
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,658,151
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,023,838
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$596
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GRANTHAM POOLE ET AL, PLLC
Accountancy firm EIN2010-12-31640903390

Form 5500 Responses for JACKSON HEART CLINIC, P.A. 401(K) PLAN

2022: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSON HEART CLINIC, P.A. 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACKSON HEART CLINIC, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
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 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
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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 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
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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 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
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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 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
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFRED NATALE SALVO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFRED NATALE SALVO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFRED NATALE SALVO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFRED NATALE SALVO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $235
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees235
Insurance broker organization code?3
Insurance broker nameFRED NATALE SALVO
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22875
Policy instance 1
Insurance contract or identification number22875
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

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