MIDWEST CARDIOVASCULAR INSTITUTE, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDWEST CARDIOVASCULAR INSTITUTE, S.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : MIDWEST CARDIOVASCULAR INSTITUTE, S.C. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $277,419 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,132,512 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $211,690 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $186,866 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,274,715 |
| Value of total assets at end of year | 2023-01-01 | $8,773,808 |
| Value of total assets at beginning of year | 2023-01-01 | $4,575,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $24,824 |
| Total interest from all sources | 2023-01-01 | $1,682 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,418,127 |
| Participant contributions at end of year | 2023-01-01 | $38,573 |
| Participant contributions at beginning of year | 2023-01-01 | $19,032 |
| Participant contributions at end of year | 2023-01-01 | $26,044 |
| Participant contributions at beginning of year | 2023-01-01 | $127 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $322,686 |
| Other income not declared elsewhere | 2023-01-01 | $6,488 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,920,822 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,773,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,575,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,761,218 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,062,607 |
| Interest on participant loans | 2023-01-01 | $1,682 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $5,331,180 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $2,187,577 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $82,891 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $57,694 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $849,627 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,533,902 |
| Employer contributions (assets) at end of year | 2023-01-01 | $1,533,902 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $1,248,530 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $186,866 |
| Contract administrator fees | 2023-01-01 | $24,824 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CROWE, LLP |
| Accountancy firm EIN | 2023-01-01 | 350921680 |
| 2022 : MIDWEST CARDIOVASCULAR INSTITUTE, S.C. 401(K) 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 | $612 |
| Total transfer of assets from this plan | 2022-12-31 | $20,825 |
| 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 | $2,154,251 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $64,477 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $45,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,565,019 |
| Value of total assets at end of year | 2022-12-31 | $4,575,567 |
| Value of total assets at beginning of year | 2022-12-31 | $2,506,006 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,182 |
| Total interest from all sources | 2022-12-31 | $662 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $30,389 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $30,389 |
| Administrative expenses professional fees incurred | 2022-12-31 | $19,182 |
| 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 | $1,211,873 |
| Participant contributions at end of year | 2022-12-31 | $19,032 |
| Participant contributions at beginning of year | 2022-12-31 | $3,630 |
| Participant contributions at end of year | 2022-12-31 | $127 |
| Participant contributions at beginning of year | 2022-12-31 | $917 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $104,616 |
| Other income not declared elsewhere | 2022-12-31 | $573 |
| 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 | $2,089,774 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,575,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,506,006 |
| 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 end of year | 2022-12-31 | $1,062,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $793,634 |
| Interest on participant loans | 2022-12-31 | $662 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,187,577 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,238,219 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $57,694 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $14,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-185,009 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-257,383 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,248,530 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,248,530 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $455,291 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $45,295 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | EISNERAMPER LLP |
| Accountancy firm EIN | 2022-12-31 | 871363769 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $612 |
| Total transfer of assets from this plan | 2022-01-01 | $20,825 |
| 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 | $2,154,251 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $64,477 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $45,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,565,019 |
| Value of total assets at end of year | 2022-01-01 | $4,575,567 |
| Value of total assets at beginning of year | 2022-01-01 | $2,506,006 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $19,182 |
| Total interest from all sources | 2022-01-01 | $662 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $30,389 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $30,389 |
| Administrative expenses professional fees incurred | 2022-01-01 | $19,182 |
| 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 | $1,211,873 |
| Participant contributions at end of year | 2022-01-01 | $19,032 |
| Participant contributions at beginning of year | 2022-01-01 | $3,630 |
| Participant contributions at end of year | 2022-01-01 | $127 |
| Participant contributions at beginning of year | 2022-01-01 | $917 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $104,616 |
| Other income not declared elsewhere | 2022-01-01 | $573 |
| 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 | $2,089,774 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,575,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,506,006 |
| 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 end of year | 2022-01-01 | $1,062,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $793,634 |
| Interest on participant loans | 2022-01-01 | $662 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $2,187,577 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,238,219 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $57,694 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $14,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-185,009 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-257,383 |
| 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 |
| Contributions received in cash from employer | 2022-01-01 | $1,248,530 |
| Employer contributions (assets) at end of year | 2022-01-01 | $1,248,530 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $455,291 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $45,295 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | EISNERAMPER LLP |
| Accountancy firm EIN | 2022-01-01 | 871363769 |
