PIMA HEART PHYSICIANS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $37,387,014 |
| 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 | $-6,355,698 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $5,700,657 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,620,599 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,310 |
| Value of total corrective distributions | 2022-12-31 | $280 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,227,240 |
| Value of total assets at end of year | 2022-12-31 | $0 |
| Value of total assets at beginning of year | 2022-12-31 | $49,443,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $78,468 |
| Total interest from all sources | 2022-12-31 | $22,792 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,008,871 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,008,871 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,985,640 |
| Participant contributions at end of year | 2022-12-31 | $470,152 |
| Participant contributions at beginning of year | 2022-12-31 | $464,711 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $921,843 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,351,371 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $241,600 |
| Other income not declared elsewhere | 2022-12-31 | $-1,113,189 |
| Administrative expenses (other) incurred | 2022-12-31 | $78,468 |
| Total non interest bearing cash at end of year | 2022-12-31 | $36,030,062 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-12,056,355 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $49,443,369 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $44,289,935 |
| Interest on participant loans | 2022-12-31 | $22,792 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $22,792 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,501,412 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,337,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,620,599 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BEASLEY MITCHELL AND COMPANY |
| Accountancy firm EIN | 2022-12-31 | 850366848 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $37,387,014 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-6,355,698 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $5,700,657 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $5,620,599 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,310 |
| Value of total corrective distributions | 2022-01-01 | $280 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,227,240 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $49,443,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $78,468 |
| Total interest from all sources | 2022-01-01 | $22,792 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,008,871 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,008,871 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,985,640 |
| Participant contributions at end of year | 2022-01-01 | $470,152 |
| Participant contributions at beginning of year | 2022-01-01 | $464,711 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $921,843 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $2,351,371 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $241,600 |
| Other income not declared elsewhere | 2022-01-01 | $-1,113,189 |
| Administrative expenses (other) incurred | 2022-01-01 | $78,468 |
| Total non interest bearing cash at end of year | 2022-01-01 | $36,030,062 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-12,056,355 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $49,443,369 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $44,289,935 |
| Interest on participant loans | 2022-01-01 | $22,792 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $22,792 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-8,501,412 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $2,337,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $5,620,599 |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BEASLEY MITCHELL AND COMPANY |
| Accountancy firm EIN | 2022-01-01 | 850366848 |
| 2021 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $9,891,985 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,291,935 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,210,540 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $4,525 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,452,659 |
| Value of total assets at end of year | 2021-12-31 | $49,443,369 |
| Value of total assets at beginning of year | 2021-12-31 | $41,843,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $76,870 |
| Total interest from all sources | 2021-12-31 | $22,723 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,018,839 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,018,839 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $2,010,918 |
| Participant contributions at end of year | 2021-12-31 | $464,711 |
| Participant contributions at beginning of year | 2021-12-31 | $439,325 |
| Participant contributions at beginning of year | 2021-12-31 | $29,738 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,351,371 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,753,355 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $153,165 |
| Other income not declared elsewhere | 2021-12-31 | $369,528 |
| Administrative expenses (other) incurred | 2021-12-31 | $76,870 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $7,600,050 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $49,443,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,843,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $44,289,935 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $37,498,926 |
| Interest on participant loans | 2021-12-31 | $22,723 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $28,236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $2,288,576 |
| Employer contributions (assets) at end of year | 2021-12-31 | $2,337,352 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $2,121,975 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,210,540 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BEASLEY MITCHELL & COMPANY |
| Accountancy firm EIN | 2021-12-31 | 850366848 |
| 2020 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $1,371,849 |
| Total transfer of assets from this plan | 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 | $9,671,701 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $3,324,677 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,259,861 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,766 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,112,855 |
| Value of total assets at end of year | 2020-12-31 | $41,843,319 |
| Value of total assets at beginning of year | 2020-12-31 | $34,124,446 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $60,050 |
| Total interest from all sources | 2020-12-31 | $24,984 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,043,916 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,043,916 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,655,744 |
| Participant contributions at end of year | 2020-12-31 | $439,325 |
| Participant contributions at beginning of year | 2020-12-31 | $417,652 |
| Participant contributions at end of year | 2020-12-31 | $29,738 |
| Participant contributions at beginning of year | 2020-12-31 | $7,673 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,753,355 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $627,989 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $328,855 |
| Other income not declared elsewhere | 2020-12-31 | $918,836 |
| Administrative expenses (other) incurred | 2020-12-31 | $60,050 |
| 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 | $6,347,024 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,843,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $34,124,446 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $37,498,926 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,334,761 |
| Interest on participant loans | 2020-12-31 | $24,984 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,571,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,128,256 |
| Employer contributions (assets) at end of year | 2020-12-31 | $2,121,975 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,736,371 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,259,861 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HBL, CPA |
| Accountancy firm EIN | 2020-12-31 | 860360084 |
| 2019 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $8,915,090 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,994,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,936,830 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,494,935 |
| Value of total assets at end of year | 2019-12-31 | $34,124,446 |
| Value of total assets at beginning of year | 2019-12-31 | $27,204,226 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,876 |
| Total interest from all sources | 2019-12-31 | $25,760 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $840,629 |
| 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 | $840,629 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Contributions received from participants | 2019-12-31 | $1,360,489 |
| Participant contributions at end of year | 2019-12-31 | $417,652 |
| Participant contributions at beginning of year | 2019-12-31 | $384,078 |
| Participant contributions at end of year | 2019-12-31 | $7,673 |
| Participant contributions at beginning of year | 2019-12-31 | $3,032 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $627,989 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $452,345 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $398,074 |
| Other income not declared elsewhere | 2019-12-31 | $107,785 |
| Administrative expenses (other) incurred | 2019-12-31 | $56,876 |
| 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 | $6,920,220 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $34,124,446 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,204,226 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,334,761 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,825,657 |
| Interest on participant loans | 2019-12-31 | $25,760 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,445,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| 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 | $1,736,372 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,736,371 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,539,114 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,936,830 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HBL, CPA |
| Accountancy firm EIN | 2019-12-31 | 860360084 |
| 2018 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $1,434,962 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,265,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,209,854 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,925,339 |
| Value of total assets at end of year | 2018-12-31 | $27,204,226 |
| Value of total assets at beginning of year | 2018-12-31 | $28,034,427 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $54,081 |
| Total interest from all sources | 2018-12-31 | $16,736 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $839,932 |
| 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 | $839,932 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,127,531 |
| Participant contributions at end of year | 2018-12-31 | $384,078 |
| Participant contributions at beginning of year | 2018-12-31 | $343,247 |
| Participant contributions at end of year | 2018-12-31 | $3,032 |
| Participant contributions at beginning of year | 2018-12-31 | $24,791 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $452,345 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $171,942 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $258,694 |
| Other income not declared elsewhere | 2018-12-31 | $11 |
| Administrative expenses (other) incurred | 2018-12-31 | $54,081 |
| 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 | $-830,201 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,204,226 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,034,427 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $24,825,657 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,054,408 |
| Interest on participant loans | 2018-12-31 | $16,736 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,347,056 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | 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 | $1,539,114 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,539,114 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,440,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,209,854 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | HBL, CPA |
| Accountancy firm EIN | 2018-12-31 | 860360084 |
| 2017 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $6,156,663 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $337,295 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $291,634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,564,341 |
| Value of total assets at end of year | 2017-12-31 | $28,034,427 |
| Value of total assets at beginning of year | 2017-12-31 | $22,215,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,661 |
| Total interest from all sources | 2017-12-31 | $16,465 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $656,434 |
| 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 | $656,434 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,037,774 |
| Participant contributions at end of year | 2017-12-31 | $343,247 |
| Participant contributions at beginning of year | 2017-12-31 | $420,956 |
| Participant contributions at end of year | 2017-12-31 | $24,791 |
| Participant contributions at beginning of year | 2017-12-31 | $16,856 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $171,942 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $98,705 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $68,684 |
| Other income not declared elsewhere | 2017-12-31 | $28,255 |
| Administrative expenses (other) incurred | 2017-12-31 | $45,661 |
| 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 | $5,819,368 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,034,427 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,215,059 |
| 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 | $26,054,408 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,317,052 |
| Interest on participant loans | 2017-12-31 | $16,465 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,891,168 |
| 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 | $1,457,883 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,440,039 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,361,490 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $291,634 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | HBL, CPA |
| Accountancy firm EIN | 2017-12-31 | 860360084 |
| 2016 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,647,650 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $2,967,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,844,232 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,551,173 |
| Value of total assets at end of year | 2016-12-31 | $22,215,059 |
| Value of total assets at beginning of year | 2016-12-31 | $21,535,133 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $95,922 |
| Total interest from all sources | 2016-12-31 | $17,068 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $538,362 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $538,362 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $876,675 |
| Participant contributions at end of year | 2016-12-31 | $420,956 |
| Participant contributions at end of year | 2016-12-31 | $16,856 |
| Participant contributions at beginning of year | 2016-12-31 | $45,724 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $98,705 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $313,008 |
| Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $381,421 |
| Other income not declared elsewhere | 2016-12-31 | $11,123 |
| Administrative expenses (other) incurred | 2016-12-31 | $95,922 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $679,926 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,215,059 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,535,133 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,317,052 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,829,505 |
| Interest on participant loans | 2016-12-31 | $17,068 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $343,269 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $343,269 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $1,873,029 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $529,924 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,361,490 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,361,490 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,206,001 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,844,232 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $2,856,184 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | HBL, CPA |
| Accountancy firm EIN | 2016-12-31 | 860360084 |
| 2015 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $296 |
| Total income from all sources (including contributions) | 2015-12-31 | $917,929 |
| Total loss/gain on sale of assets | 2015-12-31 | $839,911 |
| Total of all expenses incurred | 2015-12-31 | $2,400,922 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,204,514 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $23,868 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,069,918 |
| Value of total assets at end of year | 2015-12-31 | $21,535,133 |
| Value of total assets at beginning of year | 2015-12-31 | $23,018,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $172,540 |
| Total interest from all sources | 2015-12-31 | $213,348 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $428,053 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $772,948 |
| Participant contributions at end of year | 2015-12-31 | $45,724 |
| Participant contributions at beginning of year | 2015-12-31 | $24,394 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $90,762 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,680 |
| Assets. Loans (other than to participants) at end of year | 2015-12-31 | $381,421 |
| Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $342,532 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $296 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,482,993 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,535,133 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,018,126 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $172,540 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,829,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,230,779 |
| Interest on participant loans | 2015-12-31 | $16,707 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Income. Interest from US Government securities | 2015-12-31 | $63,077 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $133,514 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $343,269 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $700,331 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $700,331 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $50 |
| Asset value of US Government securities at end of year | 2015-12-31 | $1,873,029 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $1,890,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,633,301 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,206,208 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,206,001 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,145,280 |
| Income. Dividends from preferred stock | 2015-12-31 | $428,053 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,204,514 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $2,856,184 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $2,682,835 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $839,911 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | HBL CPAS, P.C. |
| Accountancy firm EIN | 2015-12-31 | 860360084 |
| 2014 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $296 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $301 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,627,173 |
| Total loss/gain on sale of assets | 2014-12-31 | $563,020 |
| Total of all expenses incurred | 2014-12-31 | $710,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $550,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,975,813 |
| Value of total assets at end of year | 2014-12-31 | $23,018,422 |
| Value of total assets at beginning of year | 2014-12-31 | $20,101,600 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $159,760 |
| Total interest from all sources | 2014-12-31 | $196,280 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $422,393 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $757,707 |
| Participant contributions at end of year | 2014-12-31 | $342,532 |
| Participant contributions at beginning of year | 2014-12-31 | $357,511 |
| Participant contributions at end of year | 2014-12-31 | $24,394 |
| Participant contributions at beginning of year | 2014-12-31 | $15,481 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $547,121 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $69,031 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,680 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,473 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $296 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $301 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $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 | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $2,916,827 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $23,018,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,101,299 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $159,760 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,230,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,551,457 |
| Interest on participant loans | 2014-12-31 | $15,642 |
| Income. Interest from US Government securities | 2014-12-31 | $61,106 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $119,472 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $700,331 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $513,092 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $513,092 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $60 |
| Asset value of US Government securities at end of year | 2014-12-31 | $1,890,591 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $1,507,683 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $469,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,149,075 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,145,280 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,106,276 |
| Income. Dividends from preferred stock | 2014-12-31 | $422,393 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $550,586 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $2,682,835 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $2,500,506 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $563,020 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | HBL CPAS, P.C. |
| Accountancy firm EIN | 2014-12-31 | 860360084 |
| 2013 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $301 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $809 |
| Expenses. Interest paid | 2013-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $4,469,548 |
| Total loss/gain on sale of assets | 2013-12-31 | $689,704 |
| Total of all expenses incurred | 2013-12-31 | $1,455,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,311,912 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,829,103 |
| Value of total assets at end of year | 2013-12-31 | $20,101,600 |
| Value of total assets at beginning of year | 2013-12-31 | $17,087,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $140,351 |
| Total interest from all sources | 2013-12-31 | $175,532 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $346,280 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $140,351 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $698,891 |
| Participant contributions at end of year | 2013-12-31 | $357,511 |
| Participant contributions at beginning of year | 2013-12-31 | $272,096 |
| Participant contributions at end of year | 2013-12-31 | $15,481 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $547,121 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $522,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $23,936 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,473 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $301 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $809 |
| Other income not declared elsewhere | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $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 | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,014,391 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,101,299 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,086,908 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,551,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,122,067 |
| Interest on participant loans | 2013-12-31 | $12,885 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Income. Interest from US Government securities | 2013-12-31 | $51,675 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $110,904 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $513,092 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $353,406 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $353,406 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $68 |
| Asset value of US Government securities at end of year | 2013-12-31 | $1,507,683 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $1,424,358 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,428,929 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,106,276 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,106,276 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,111,836 |
| Income. Dividends from preferred stock | 2013-12-31 | $346,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,311,912 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $2,500,506 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $2,281,858 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $689,704 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | HBL CPAS, P.C. |
| Accountancy firm EIN | 2013-12-31 | 860360084 |
| 2012 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $809 |
| Expenses. Interest paid | 2012-12-31 | $859 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $859 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,285,790 |
| Total loss/gain on sale of assets | 2012-12-31 | $75,745 |
| Total of all expenses incurred | 2012-12-31 | $386,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $268,256 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,842,057 |
| Value of total assets at end of year | 2012-12-31 | $17,087,717 |
| Value of total assets at beginning of year | 2012-12-31 | $14,187,366 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $117,133 |
| Total interest from all sources | 2012-12-31 | $178,348 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $304,228 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $117,133 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $730,221 |
| Participant contributions at end of year | 2012-12-31 | $272,096 |
| Participant contributions at beginning of year | 2012-12-31 | $304,968 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $522,096 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $308,881 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $809 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,899,542 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,086,908 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,187,366 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,122,067 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,427,482 |
| Interest on participant loans | 2012-12-31 | $12,403 |
| Income. Interest from US Government securities | 2012-12-31 | $60,828 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $105,043 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $353,406 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $421,986 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $421,986 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $74 |
| Asset value of US Government securities at end of year | 2012-12-31 | $1,424,358 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $1,483,643 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $885,412 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,111,836 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,111,836 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,077,154 |
| Income. Dividends from preferred stock | 2012-12-31 | $304,228 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $268,256 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $2,281,858 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $2,163,252 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $75,745 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | HBL CPAS, P.C. |
| Accountancy firm EIN | 2012-12-31 | 860360084 |
| 2011 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2011 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,878,736 |
| Total loss/gain on sale of assets | 2011-12-31 | $278,255 |
| Total of all expenses incurred | 2011-12-31 | $656,345 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $552,708 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $2,096 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,808,288 |
| Value of total assets at end of year | 2011-12-31 | $14,187,366 |
| Value of total assets at beginning of year | 2011-12-31 | $12,964,975 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $101,541 |
| Total interest from all sources | 2011-12-31 | $246,403 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $196,356 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $101,541 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $731,134 |
| Participant contributions at end of year | 2011-12-31 | $304,968 |
| Participant contributions at beginning of year | 2011-12-31 | $220,475 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $308,881 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $345,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,222,391 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,187,366 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,964,975 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,427,482 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,913,973 |
| Interest on participant loans | 2011-12-31 | $11,226 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
| Income. Interest from US Government securities | 2011-12-31 | $142,992 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $92,136 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $421,986 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $295,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $295,164 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $49 |
| Asset value of US Government securities at end of year | 2011-12-31 | $1,483,643 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $1,304,453 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-650,566 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,077,154 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,077,154 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,054,544 |
| Income. Dividends from preferred stock | 2011-12-31 | $196,356 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $552,708 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $2,163,252 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $1,831,366 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $278,255 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HAMMEL, BEAL & LAUER, P.C. |
| Accountancy firm EIN | 2011-12-31 | 860360084 |
| 2010 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $86 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,238,577 |
| Total loss/gain on sale of assets | 2010-12-31 | $331,449 |
| Total of all expenses incurred | 2010-12-31 | $923,661 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $836,576 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,814,536 |
| Value of total assets at end of year | 2010-12-31 | $12,964,975 |
| Value of total assets at beginning of year | 2010-12-31 | $10,650,145 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $87,085 |
| Total interest from all sources | 2010-12-31 | $157,817 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $177,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $701,302 |
| Participant contributions at end of year | 2010-12-31 | $220,475 |
| Participant contributions at beginning of year | 2010-12-31 | $152,229 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $345,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $58,690 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $86 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,314,916 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,964,975 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,650,059 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $87,085 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,913,973 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,615,881 |
| Interest on participant loans | 2010-12-31 | $10,081 |
| Income. Interest from US Government securities | 2010-12-31 | $60,533 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $81,588 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $295,164 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $263,542 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $263,542 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,615 |
| Asset value of US Government securities at end of year | 2010-12-31 | $1,304,453 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $1,208,159 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $757,597 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,054,544 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,054,544 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,024,089 |
| Income. Dividends from preferred stock | 2010-12-31 | $177,178 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $836,576 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $1,831,366 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $1,386,245 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $331,449 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HAMMEL, BEAL & LAUER, P.C. |
| Accountancy firm EIN | 2010-12-31 | 860360084 |
| 2009 : PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN 2009 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
