SOUTHERN OREGON CARDIOLOGY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 37 |
| Total of all active and inactive participants | 2023-01-01 | 145 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 145 |
| Number of participants with account balances | 2023-01-01 | 145 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 18 |
| 2022: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
| Total of all active and inactive participants | 2022-01-01 | 130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 130 |
| Number of participants with account balances | 2022-01-01 | 130 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 15 |
| 2021: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 29 |
| Total of all active and inactive participants | 2021-01-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 110 |
| Number of participants with account balances | 2021-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
| 2020: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 40 |
| Total of all active and inactive participants | 2020-01-01 | 133 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 133 |
| Number of participants with account balances | 2020-01-01 | 133 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
| 2019: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 98 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 26 |
| Total of all active and inactive participants | 2019-01-01 | 128 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 128 |
| Number of participants with account balances | 2019-01-01 | 128 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 14 |
| 2018: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
| Total of all active and inactive participants | 2018-01-01 | 120 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 120 |
| Number of participants with account balances | 2018-01-01 | 120 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
| 2017: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
| Total of all active and inactive participants | 2017-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 105 |
| Number of participants with account balances | 2017-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
| 2016: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
| Total of all active and inactive participants | 2016-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 102 |
| Number of participants with account balances | 2016-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
| 2015: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
| Total of all active and inactive participants | 2015-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 91 |
| Number of participants with account balances | 2015-01-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
| 2014: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 88 |
| Number of participants with account balances | 2014-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 87 |
| Number of participants with account balances | 2013-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 85 |
| Number of participants with account balances | 2012-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 94 |
| Number of participants with account balances | 2011-01-01 | 94 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
| Measure | Date | Value |
|---|
| 2023 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $3,102,433 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $3,102,433 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,418,434 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $825,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $755,384 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $5,151 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,901,814 |
| Value of total assets at end of year | 2023-12-31 | $26,060,704 |
| Value of total assets at beginning of year | 2023-12-31 | $21,467,385 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $64,580 |
| Total interest from all sources | 2023-12-31 | $6,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $54,490 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $54,490 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $733,651 |
| Participant contributions at end of year | 2023-12-31 | $109,775 |
| Participant contributions at beginning of year | 2023-12-31 | $133,208 |
| Participant contributions at end of year | 2023-12-31 | $27,441 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $22,209,205 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $18,131,793 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $6,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $16,479 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $1,507 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $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 | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,593,319 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $26,060,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $21,467,385 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,491,767 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,983,527 |
| Interest on participant loans | 2023-12-31 | $4,629 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $44,538 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $208,991 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $208,991 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $1,962 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $353,106 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,161,499 |
| Employer contributions (assets) at end of year | 2023-12-31 | $1,161,499 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $1,008,359 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $755,384 |
| Contract administrator fees | 2023-12-31 | $64,580 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KDP CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2023-12-31 | 930745639 |
| 2022 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-3,759,710 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,759,710 |
| 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 | $6,876 |
| Total income from all sources (including contributions) | 2022-12-31 | $-2,464,017 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $680,120 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $597,775 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,744 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,672,318 |
| Value of total assets at end of year | 2022-12-31 | $21,467,385 |
| Value of total assets at beginning of year | 2022-12-31 | $24,618,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $74,601 |
| Total interest from all sources | 2022-12-31 | $7,427 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $663,326 |
| Participant contributions at end of year | 2022-12-31 | $133,208 |
| Participant contributions at beginning of year | 2022-12-31 | $216,135 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $18,131,793 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $21,065,590 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $633 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,507 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $955 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $6,876 |
| Other income not declared elsewhere | 2022-12-31 | $-384,052 |
| Administrative expenses (other) incurred | 2022-12-31 | $74,601 |
| 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 | $-3,144,137 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,467,385 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,611,522 |
| 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 | $1,983,527 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,355,688 |
| Interest on participant loans | 2022-12-31 | $6,595 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $208,991 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $231,385 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $231,385 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $832 |
| 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 | $1,008,359 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,008,359 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $748,645 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $597,775 |
| 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 | KDP CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2022-12-31 | 930745639 |
| 2021 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,876 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $396 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,474,133 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $7,315,014 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,254,494 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $7,867 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,398,762 |
| Value of total assets at end of year | 2021-12-31 | $24,618,398 |
| Value of total assets at beginning of year | 2021-12-31 | $26,452,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $52,653 |
| Total interest from all sources | 2021-12-31 | $10,281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $87,609 |
| 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 | $51,232 |
| 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 | $568,488 |
| Participant contributions at end of year | 2021-12-31 | $216,135 |
| Participant contributions at beginning of year | 2021-12-31 | $312,895 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $21,065,590 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $81,630 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $955 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $955 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,876 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $396 |
| Other income not declared elsewhere | 2021-12-31 | $10,060 |
| 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 | $-1,840,881 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,611,522 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,452,403 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
| Investment advisory and management fees | 2021-12-31 | $39,589 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,355,688 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,045,519 |
| Interest on participant loans | 2021-12-31 | $10,246 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $231,385 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $738,632 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $738,632 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $35 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,967,421 |
| 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 | $748,644 |
| Employer contributions (assets) at end of year | 2021-12-31 | $748,645 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $781,450 |
| Income. Dividends from common stock | 2021-12-31 | $36,377 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,254,494 |
| Contract administrator fees | 2021-12-31 | $13,064 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $3,573,348 |
| 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 | KDP CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2021-12-31 | 930745639 |
| 2020 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $396 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $22,292 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,670,952 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,691,553 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,657,255 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,413,161 |
| Value of total assets at end of year | 2020-12-31 | $26,452,799 |
| Value of total assets at beginning of year | 2020-12-31 | $22,495,296 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $34,298 |
| Total interest from all sources | 2020-12-31 | $19,723 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $170,605 |
| 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 | $154,140 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $601,536 |
| 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 | $609,483 |
| Participant contributions at end of year | 2020-12-31 | $312,895 |
| Participant contributions at beginning of year | 2020-12-31 | $324,846 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $1,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $955 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $402,372 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $396 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $22,292 |
| Other income not declared elsewhere | 2020-12-31 | $31,779 |
| 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 |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $3,979,399 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,452,403 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,473,004 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $601,536 |
| Investment advisory and management fees | 2020-12-31 | $32,655 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,045,519 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,633,137 |
| Interest on participant loans | 2020-12-31 | $15,038 |
| Interest earned on other investments | 2020-12-31 | $3,797 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $738,632 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,457 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,457 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $888 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,035,684 |
| 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 | $803,678 |
| Employer contributions (assets) at end of year | 2020-12-31 | $781,450 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $529,948 |
| Income. Dividends from common stock | 2020-12-31 | $16,465 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,657,255 |
| Contract administrator fees | 2020-12-31 | $1,643 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $3,573,348 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | KDP CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2020-12-31 | 930745639 |
| 2019 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $22,292 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,020 |
| Total income from all sources | 2019-12-31 | $6,364,172 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,085,502 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,052,190 |
| Total plan assets at end of year | 2019-12-31 | $22,494,341 |
| Total plan assets at beginning of year | 2019-12-31 | $17,194,399 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $619,969 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $604,141 |
| Other income received | 2019-12-31 | $4,313,918 |
| Net income (gross income less expenses) | 2019-12-31 | $5,278,670 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $22,472,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,193,379 |
| Assets. Value of participant loans | 2019-12-31 | $282,277 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $601,536 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $826,144 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $33,312 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,020 |
| Total plan liabilities at beginning of year | 2018-12-31 | $1,360 |
| Total income from all sources | 2018-12-31 | $253,556 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,006,615 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,969,315 |
| Total plan assets at end of year | 2018-12-31 | $17,194,399 |
| Total plan assets at beginning of year | 2018-12-31 | $18,947,798 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $570,828 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $86,136 |
| Other income received | 2018-12-31 | $-1,198,024 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,753,059 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $17,193,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,946,438 |
| Assets. Value of participant loans | 2018-12-31 | $235,516 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $11,003 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $794,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $37,300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,360 |
| Total plan liabilities at beginning of year | 2017-12-31 | $855 |
| Total income from all sources | 2017-12-31 | $4,225,339 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,109,256 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,071,106 |
| Total plan assets at end of year | 2017-12-31 | $18,947,798 |
| Total plan assets at beginning of year | 2017-12-31 | $19,831,210 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $522,617 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $303,292 |
| Other income received | 2017-12-31 | $2,705,113 |
| Net income (gross income less expenses) | 2017-12-31 | $-883,917 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $18,946,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,830,355 |
| Assets. Value of participant loans | 2017-12-31 | $225,080 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $17,806 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $694,317 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $38,150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $855 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $2,417,491 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $560,148 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $506,779 |
| Total plan assets at end of year | 2016-12-31 | $19,831,210 |
| Total plan assets at beginning of year | 2016-12-31 | $17,973,012 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $545,889 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $25,813 |
| Other income received | 2016-12-31 | $1,183,544 |
| Net income (gross income less expenses) | 2016-12-31 | $1,857,343 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $19,830,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,973,012 |
| Assets. Value of participant loans | 2016-12-31 | $171,290 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $24,306 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $662,245 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $53,369 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $165,546 |
| Total income from all sources | 2015-12-31 | $875,969 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $246,047 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $201,225 |
| Total plan assets at end of year | 2015-12-31 | $17,973,012 |
| Total plan assets at beginning of year | 2015-12-31 | $17,177,544 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $474,059 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $12,312 |
| Other income received | 2015-12-31 | $-226,919 |
| Net income (gross income less expenses) | 2015-12-31 | $629,922 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $17,973,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,177,544 |
| Assets. Value of participant loans | 2015-12-31 | $199,323 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $30,569 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $616,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $44,822 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $1,292,731 |
| Total income from all sources | 2014-12-31 | $2,081,779 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,508,149 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,462,845 |
| Total plan assets at end of year | 2014-12-31 | $17,177,544 |
| Total plan assets at beginning of year | 2014-12-31 | $16,311,183 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $453,700 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $176 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $18,601 |
| Other income received | 2014-12-31 | $1,036,995 |
| Net income (gross income less expenses) | 2014-12-31 | $-426,370 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $17,177,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,311,183 |
| Assets. Value of participant loans | 2014-12-31 | $217,308 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $37,928 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $572,483 |
| Value of corrective distributions | 2014-12-31 | $2,825 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $42,303 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $31,217 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,819,982 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $248,335 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $222,879 |
| Total plan assets at end of year | 2013-12-31 | $16,311,183 |
| Total plan assets at beginning of year | 2013-12-31 | $13,708,319 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $478,318 |
| Other income received | 2013-12-31 | $1,846,269 |
| Net income (gross income less expenses) | 2013-12-31 | $2,571,647 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,311,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,708,319 |
| Assets. Value of participant loans | 2013-12-31 | $254,320 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $49,102 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $495,395 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,456 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $1,871,374 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $2,445,290 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $230,821 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $204,398 |
| Total plan assets at end of year | 2012-12-31 | $13,708,319 |
| Total plan assets at beginning of year | 2012-12-31 | $9,622,476 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $475,819 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $159 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $98,876 |
| Other income received | 2012-12-31 | $1,310,656 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $2,214,469 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $13,708,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,622,476 |
| Assets. Value of participant loans | 2012-12-31 | $250,550 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $26,859 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $559,939 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $26,264 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $396,533 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $838,715 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $994,106 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $985,682 |
| Total plan assets at end of year | 2011-12-31 | $9,622,476 |
| Total plan assets at beginning of year | 2011-12-31 | $9,381,334 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $467,906 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $179 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $16,224 |
| Other income received | 2011-12-31 | $-137,384 |
| Net income (gross income less expenses) | 2011-12-31 | $-155,391 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,622,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,381,334 |
| Assets. Value of participant loans | 2011-12-31 | $117,812 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $24,417 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $491,969 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2023: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
