401k Plan data: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN plan

TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN
Plan identification number	005

TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRI-CITY CARDIOLOGY CONSULTANTS, PC has sponsored the creation of one or more 401k plans.

Company Name: TRI-CITY CARDIOLOGY CONSULTANTS, PC

Employer identification number (EIN): 860516994

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-01-01
005 2020-01-01 MICHELLE HOLMES 2021-09-10 MICHELLE HOLMES 2021-09-10
005 2020-01-01 MICHELLE HOLMES 2021-09-10 MICHELLE HOLMES 2021-09-10
005 2019-01-01 KENNETH FRANDSEN 2020-08-28
005 2018-01-01
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2014-01-01 KENNETH FRANDSEN 2015-10-09
005 2013-01-01 KENNETH FRANDSEN 2014-10-12
005 2012-01-01 KENNETH FRANDSEN 2013-10-14
005 2011-01-01 MARK STERN, M.D. 2012-07-16
005 2010-01-01 MARK STERN, M.D. 2011-06-21
005 2009-01-01 MARK STERN, M.D.
005 2009-01-01 DANIEL KRAVITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2021-01-01
005	2020-01-01	MICHELLE HOLMES	2021-09-10	MICHELLE HOLMES	2021-09-10
005	2020-01-01	MICHELLE HOLMES	2021-09-10	MICHELLE HOLMES	2021-09-10
005	2019-01-01	KENNETH FRANDSEN	2020-08-28
005	2018-01-01
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2014-01-01	KENNETH FRANDSEN	2015-10-09
005	2013-01-01	KENNETH FRANDSEN	2014-10-12
005	2012-01-01	KENNETH FRANDSEN	2013-10-14
005	2011-01-01	MARK STERN, M.D.	2012-07-16
005	2010-01-01	MARK STERN, M.D.	2011-06-21
005	2009-01-01	MARK STERN, M.D.
005	2009-01-01	DANIEL KRAVITZ

Plan Statistics for TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2020: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 10,876,981
Acturial value of plan assets 2020-12-31 10,876,981
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 12
Fundng target for terminated vested participants 2020-12-31 33,641
Active participant vested funding target 2020-12-31 9,032,164
Number of active participants 2020-12-31 96
Total funding liabilities for active participants 2020-12-31 9,045,511
Total participant count 2020-12-31 108
Total funding target for all participants 2020-12-31 9,079,152
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 1,003,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,057,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 135,108
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,502,105
Acturial value of plan assets 2019-12-31 8,502,105
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 18
Fundng target for terminated vested participants 2019-12-31 59,549
Active participant vested funding target 2019-12-31 7,252,432
Number of active participants 2019-12-31 98
Total funding liabilities for active participants 2019-12-31 7,265,995
Total participant count 2019-12-31 116
Total funding target for all participants 2019-12-31 7,325,544
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 1,422,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,500,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,387,596
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,295,268
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,468,061
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 291,500
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 291,500
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,295,268
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,500,294
Acturial value of plan assets 2018-12-31 7,500,294
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 50
Fundng target for terminated vested participants 2018-12-31 97,214
Active participant vested funding target 2018-12-31 5,641,553
Number of active participants 2018-12-31 91
Total funding liabilities for active participants 2018-12-31 5,657,560
Total participant count 2018-12-31 141
Total funding target for all participants 2018-12-31 5,754,774
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,453,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,537,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 1,494,996
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 1,422,364
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1,334,261
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,422,364
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 80
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,481,309
Acturial value of plan assets 2017-12-31 5,481,309
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 57
Fundng target for terminated vested participants 2017-12-31 119,004
Active participant vested funding target 2017-12-31 4,097,798
Number of active participants 2017-12-31 84
Total funding liabilities for active participants 2017-12-31 4,107,455
Total participant count 2017-12-31 141
Total funding target for all participants 2017-12-31 4,226,459
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 675,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 715,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 1,531,985
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,453,735
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,188,551
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,453,735
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 78
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 50
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,568,451
Acturial value of plan assets 2016-12-31 4,568,451
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 50
Fundng target for terminated vested participants 2016-12-31 97,209
Active participant vested funding target 2016-12-31 3,324,304
Number of active participants 2016-12-31 73
Total funding liabilities for active participants 2016-12-31 3,331,901
Total participant count 2016-12-31 123
Total funding target for all participants 2016-12-31 3,429,110
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 671,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 715,953
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 710,231
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 675,012
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 517,963
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 675,012
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2020: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	10,876,981
Acturial value of plan assets	2020-12-31	10,876,981
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	12
Fundng target for terminated vested participants	2020-12-31	33,641
Active participant vested funding target	2020-12-31	9,032,164
Number of active participants	2020-12-31	96
Total funding liabilities for active participants	2020-12-31	9,045,511
Total participant count	2020-12-31	108
Total funding target for all participants	2020-12-31	9,079,152
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	1,003,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,057,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	135,108
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,502,105
Acturial value of plan assets	2019-12-31	8,502,105
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	18
Fundng target for terminated vested participants	2019-12-31	59,549
Active participant vested funding target	2019-12-31	7,252,432
Number of active participants	2019-12-31	98
Total funding liabilities for active participants	2019-12-31	7,265,995
Total participant count	2019-12-31	116
Total funding target for all participants	2019-12-31	7,325,544
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	1,422,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,500,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,387,596
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,295,268
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,468,061
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	291,500
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	291,500
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,295,268
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,500,294
Acturial value of plan assets	2018-12-31	7,500,294
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	50
Fundng target for terminated vested participants	2018-12-31	97,214
Active participant vested funding target	2018-12-31	5,641,553
Number of active participants	2018-12-31	91
Total funding liabilities for active participants	2018-12-31	5,657,560
Total participant count	2018-12-31	141
Total funding target for all participants	2018-12-31	5,754,774
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,453,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,537,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	1,494,996
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	1,422,364
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1,334,261
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,422,364
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	80
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,481,309
Acturial value of plan assets	2017-12-31	5,481,309
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	57
Fundng target for terminated vested participants	2017-12-31	119,004
Active participant vested funding target	2017-12-31	4,097,798
Number of active participants	2017-12-31	84
Total funding liabilities for active participants	2017-12-31	4,107,455
Total participant count	2017-12-31	141
Total funding target for all participants	2017-12-31	4,226,459
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	675,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	715,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	1,531,985
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,453,735
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,188,551
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,453,735
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	78
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	50
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,568,451
Acturial value of plan assets	2016-12-31	4,568,451
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	50
Fundng target for terminated vested participants	2016-12-31	97,209
Active participant vested funding target	2016-12-31	3,324,304
Number of active participants	2016-12-31	73
Total funding liabilities for active participants	2016-12-31	3,331,901
Total participant count	2016-12-31	123
Total funding target for all participants	2016-12-31	3,429,110
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	671,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	715,953
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	710,231
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	675,012
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	517,963
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	675,012
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2020 : TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$-198,448
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$10,616,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,580,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$87,700
Value of total assets at beginning of year	2020-12-31	$10,902,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,424
Total interest from all sources	2020-12-31	$1,846
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$22,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$22,354
Administrative expenses professional fees incurred	2020-12-31	$31,570
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-10,814,901
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$87,700
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,902,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$4,854
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,165,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$87,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$549,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$549,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-222,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,187,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,580,029
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2020-12-31	954345526
2019 : TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,661,079
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$268,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$99,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,387,596
Value of total assets at end of year	2019-12-31	$10,902,601
Value of total assets at beginning of year	2019-12-31	$8,510,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$169,508
Total interest from all sources	2019-12-31	$6,836
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$233,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$233,267
Administrative expenses professional fees incurred	2019-12-31	$127,268
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$7,840
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$1,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,392,403
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,902,601
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,510,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$34,400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,165,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,504,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$549,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$230,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$230,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,033,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,387,596
Employer contributions (assets) at end of year	2019-12-31	$1,187,596
Employer contributions (assets) at beginning of year	2019-12-31	$772,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$99,168
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2019-12-31	954345526
2018 : TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,200,140
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$201,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$105,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,494,996
Value of total assets at end of year	2018-12-31	$8,510,198
Value of total assets at beginning of year	2018-12-31	$7,511,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,835
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$200,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$200,151
Administrative expenses professional fees incurred	2018-12-31	$47,605
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$9,472
Total non interest bearing cash at end of year	2018-12-31	$1,741
Total non interest bearing cash at beginning of year	2018-12-31	$4,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$999,099
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,510,198
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,511,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$38,758
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,504,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,276,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$230,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$229,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$229,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-495,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,494,996
Employer contributions (assets) at end of year	2018-12-31	$772,990
Employer contributions (assets) at beginning of year	2018-12-31	$1,000,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$105,206
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2018-12-31	954345526
2017 : TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,148,441
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$122,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$48,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,531,985
Value of total assets at end of year	2017-12-31	$7,511,099
Value of total assets at beginning of year	2017-12-31	$5,484,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$73,480
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$146,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$146,122
Administrative expenses professional fees incurred	2017-12-31	$29,835
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,394
Other income not declared elsewhere	2017-12-31	$6,616
Administrative expenses (other) incurred	2017-12-31	$8,556
Total non interest bearing cash at end of year	2017-12-31	$4,448
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,026,102
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,511,099
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,484,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,276,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,465,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$229,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$586,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$586,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$463,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,531,985
Employer contributions (assets) at end of year	2017-12-31	$1,000,615
Employer contributions (assets) at beginning of year	2017-12-31	$427,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$48,859
Contract administrator fees	2017-12-31	$35,089
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2017-12-31	954345526
2009 : TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN

2020: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRI-CITY CARDIOLOGY CONSULTANTS, PC
Employer identification number (EIN):	860516994
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)