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NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN
Plan identification number 003

NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH CENTRAL HEART INSTITUTE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CENTRAL HEART INSTITUTE, P.A.
Employer identification number (EIN):460360966
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TOM BABB2024-09-03
0032022-01-01TOM BABB2023-09-19
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JIM GANGELHOFF
0032016-01-01JIM GANGELHOFF
0032015-01-01J. MICHAEL BACHARACH
0032014-01-01J MICHAEL BACHARACH
0032013-01-01J MICHAEL BACHARACH
0032012-01-01DAVID A NAGELHOUT
0032011-01-01J. MICHAEL BACHARACH
0032010-01-01SUE FIELDS
0032009-01-01SUE FIELDS

Plan Statistics for NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0194
Total number of active participants reported on line 7a of the Form 55002023-01-0149
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-0194
Number of participants with account balances2023-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0194
Number of participants with account balances2022-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0194
Total number of active participants reported on line 7a of the Form 55002021-01-0143
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0195
Number of participants with account balances2021-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0196
Total number of active participants reported on line 7a of the Form 55002020-01-0141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-0194
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0196
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0192
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0191
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0195
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0187
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01101
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0192
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01101
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01151
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01163
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01157
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01159
Number of participants with account balances2010-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01167
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$10,069,435
Expenses. Total of all expenses incurred2023-12-31$2,190,573
Benefits paid (including direct rollovers)2023-12-31$2,054,077
Total plan assets at end of year2023-12-31$61,960,467
Total plan assets at beginning of year2023-12-31$54,081,605
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$924,899
Contributions received from other sources (not participants or employers)2023-12-31$407,133
Other income received2023-12-31$7,565,309
Net income (gross income less expenses)2023-12-31$7,878,862
Net plan assets at end of year (total assets less liabilities)2023-12-31$61,960,467
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$54,081,605
Assets. Value of participant loans2023-12-31$20,437
Total contributions received or receivable from employer(s)2023-12-31$1,172,094
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$136,496
2022 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-8,129,585
Expenses. Total of all expenses incurred2022-12-31$1,033,601
Benefits paid (including direct rollovers)2022-12-31$889,538
Total plan assets at end of year2022-12-31$54,081,605
Total plan assets at beginning of year2022-12-31$63,244,791
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$737,034
Contributions received from other sources (not participants or employers)2022-12-31$139,805
Other income received2022-12-31$-10,126,212
Net income (gross income less expenses)2022-12-31$-9,163,186
Net plan assets at end of year (total assets less liabilities)2022-12-31$54,081,605
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$63,244,791
Assets. Value of participant loans2022-12-31$87,505
Total contributions received or receivable from employer(s)2022-12-31$1,119,788
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$144,063
2021 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$8,211,843
Expenses. Total of all expenses incurred2021-12-31$2,112,959
Benefits paid (including direct rollovers)2021-12-31$1,967,051
Total plan assets at end of year2021-12-31$63,244,791
Total plan assets at beginning of year2021-12-31$57,145,907
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$719,481
Contributions received from other sources (not participants or employers)2021-12-31$37,254
Other income received2021-12-31$6,417,133
Net income (gross income less expenses)2021-12-31$6,098,884
Net plan assets at end of year (total assets less liabilities)2021-12-31$63,244,791
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$57,145,907
Assets. Value of participant loans2021-12-31$102,957
Total contributions received or receivable from employer(s)2021-12-31$1,037,975
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$145,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$8,814,270
Expenses. Total of all expenses incurred2020-12-31$600,324
Benefits paid (including direct rollovers)2020-12-31$418,058
Total plan assets at end of year2020-12-31$57,145,907
Total plan assets at beginning of year2020-12-31$48,931,961
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$650,052
Contributions received from other sources (not participants or employers)2020-12-31$107,233
Other income received2020-12-31$7,176,305
Net income (gross income less expenses)2020-12-31$8,213,946
Net plan assets at end of year (total assets less liabilities)2020-12-31$57,145,907
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$48,931,961
Assets. Value of participant loans2020-12-31$31,962
Total contributions received or receivable from employer(s)2020-12-31$880,680
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$182,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$8,937,352
Expenses. Total of all expenses incurred2019-12-31$634,990
Benefits paid (including direct rollovers)2019-12-31$447,881
Total plan assets at end of year2019-12-31$48,931,961
Total plan assets at beginning of year2019-12-31$40,629,599
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$604,104
Contributions received from other sources (not participants or employers)2019-12-31$13,148
Other income received2019-12-31$7,486,510
Net income (gross income less expenses)2019-12-31$8,302,362
Net plan assets at end of year (total assets less liabilities)2019-12-31$48,931,961
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$40,629,599
Assets. Value of participant loans2019-12-31$41,540
Total contributions received or receivable from employer(s)2019-12-31$833,590
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$187,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-521,302
Expenses. Total of all expenses incurred2018-12-31$2,796,389
Benefits paid (including direct rollovers)2018-12-31$2,684,373
Total plan assets at end of year2018-12-31$40,629,599
Total plan assets at beginning of year2018-12-31$43,947,290
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$514,435
Contributions received from other sources (not participants or employers)2018-12-31$1,104
Other income received2018-12-31$-1,834,000
Net income (gross income less expenses)2018-12-31$-3,317,691
Net plan assets at end of year (total assets less liabilities)2018-12-31$40,629,599
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$43,947,290
Assets. Value of participant loans2018-12-31$66,226
Total contributions received or receivable from employer(s)2018-12-31$797,159
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$112,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,707,427
Expenses. Total of all expenses incurred2017-12-31$1,625,238
Benefits paid (including direct rollovers)2017-12-31$1,533,340
Total plan assets at end of year2017-12-31$43,947,290
Total plan assets at beginning of year2017-12-31$38,865,101
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$486,293
Contributions received from other sources (not participants or employers)2017-12-31$282,478
Other income received2017-12-31$5,234,849
Net income (gross income less expenses)2017-12-31$5,082,189
Net plan assets at end of year (total assets less liabilities)2017-12-31$43,947,290
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$38,865,101
Assets. Value of participant loans2017-12-31$74,083
Total contributions received or receivable from employer(s)2017-12-31$703,807
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$91,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,857,368
Expenses. Total of all expenses incurred2016-12-31$8,150,269
Benefits paid (including direct rollovers)2016-12-31$8,076,427
Total plan assets at end of year2016-12-31$38,865,101
Total plan assets at beginning of year2016-12-31$45,158,002
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$493,531
Contributions received from other sources (not participants or employers)2016-12-31$26,496
Other income received2016-12-31$590,945
Net income (gross income less expenses)2016-12-31$-6,292,901
Net plan assets at end of year (total assets less liabilities)2016-12-31$38,865,101
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$45,158,002
Assets. Value of participant loans2016-12-31$125,898
Total contributions received or receivable from employer(s)2016-12-31$746,396
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$73,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$702,452
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,682,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,593,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,357,119
Value of total assets at end of year2015-12-31$45,158,002
Value of total assets at beginning of year2015-12-31$47,138,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,685
Total interest from all sources2015-12-31$5,451
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,769,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,769,621
Administrative expenses professional fees incurred2015-12-31$88,685
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$533,270
Participant contributions at end of year2015-12-31$141,145
Participant contributions at beginning of year2015-12-31$141,844
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,733,432
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,213,220
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$87,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$44,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$51,051
Other income not declared elsewhere2015-12-31$-56,332
Total non interest bearing cash at end of year2015-12-31$2,666
Total non interest bearing cash at beginning of year2015-12-31$6,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,980,166
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,158,002
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,138,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,272,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,072,815
Interest on participant loans2015-12-31$5,451
Value of interest in common/collective trusts at end of year2015-12-31$4,119,709
Value of interest in common/collective trusts at beginning of year2015-12-31$3,853,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$41,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,405,510
Net investment gain or loss from common/collective trusts2015-12-31$32,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$802,970
Employer contributions (assets) at end of year2015-12-31$802,970
Employer contributions (assets) at beginning of year2015-12-31$785,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,506,527
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,500
Total income from all sources (including contributions)2014-12-31$3,799,567
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,910,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,821,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,557,953
Value of total assets at end of year2014-12-31$47,138,168
Value of total assets at beginning of year2014-12-31$46,311,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,801
Total interest from all sources2014-12-31$7,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,479,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$88,801
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$484,759
Participant contributions at end of year2014-12-31$141,844
Participant contributions at beginning of year2014-12-31$135,496
Participant contributions at beginning of year2014-12-31$30,535
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,213,220
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,262,723
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$287,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$51,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$49,412
Other income not declared elsewhere2014-12-31$812,593
Total non interest bearing cash at end of year2014-12-31$6,638
Total non interest bearing cash at beginning of year2014-12-31$165,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$888,806
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,138,168
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$46,249,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at beginning of year2014-12-31$182,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,072,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,448,999
Interest on participant loans2014-12-31$7,546
Value of interest in common/collective trusts at end of year2014-12-31$3,853,299
Value of interest in common/collective trusts at beginning of year2014-12-31$5,233,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-46,700
Net investment gain or loss from common/collective trusts2014-12-31$-11,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$785,550
Employer contributions (assets) at end of year2014-12-31$785,550
Employer contributions (assets) at beginning of year2014-12-31$777,870
Income. Dividends from preferred stock2014-12-31$1,479,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,821,960
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$62,500
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILY LLP
Accountancy firm EIN2014-12-31450250958
2013 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,584,838
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,938,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,899,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,288,396
Value of total assets at end of year2013-12-31$46,311,862
Value of total assets at beginning of year2013-12-31$41,603,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,917
Total interest from all sources2013-12-31$8,156
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$893,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$893,256
Administrative expenses professional fees incurred2013-12-31$22,341
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$512,710
Participant contributions at end of year2013-12-31$135,496
Participant contributions at beginning of year2013-12-31$277,014
Participant contributions at end of year2013-12-31$30,535
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,262,723
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,182,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$49,412
Other income not declared elsewhere2013-12-31$738,134
Total non interest bearing cash at end of year2013-12-31$165,502
Total non interest bearing cash at beginning of year2013-12-31$36,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,645,926
Value of net assets at end of year (total assets less liabilities)2013-12-31$46,249,362
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,603,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$182,855
Assets. partnership/joint venture interests at beginning of year2013-12-31$199,645
Investment advisory and management fees2013-12-31$16,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,448,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,945,229
Interest on participant loans2013-12-31$8,156
Value of interest in common/collective trusts at end of year2013-12-31$5,233,454
Value of interest in common/collective trusts at beginning of year2013-12-31$6,030,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,736,966
Net investment gain or loss from common/collective trusts2013-12-31$-80,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$775,686
Employer contributions (assets) at end of year2013-12-31$777,870
Employer contributions (assets) at beginning of year2013-12-31$907,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,899,995
Liabilities. Value of benefit claims payable at end of year2013-12-31$62,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,032,748
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,959,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,949,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,626,442
Value of total assets at end of year2012-12-31$41,603,436
Value of total assets at beginning of year2012-12-31$43,530,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,818
Total interest from all sources2012-12-31$14,617
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$538,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$538,765
Administrative expenses professional fees incurred2012-12-31$10,818
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$718,765
Participant contributions at end of year2012-12-31$277,014
Participant contributions at beginning of year2012-12-31$343,026
Participant contributions at beginning of year2012-12-31$8,135
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,182,479
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$15,286,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,888,258
Total non interest bearing cash at end of year2012-12-31$36,283
Total non interest bearing cash at beginning of year2012-12-31$2,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,927,097
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,603,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,530,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$199,645
Assets. partnership/joint venture interests at beginning of year2012-12-31$781,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,945,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,129,767
Interest on participant loans2012-12-31$14,617
Value of interest in common/collective trusts at end of year2012-12-31$6,030,966
Value of interest in common/collective trusts at beginning of year2012-12-31$7,168,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,897,348
Net investment gain or loss from common/collective trusts2012-12-31$67,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$907,677
Employer contributions (assets) at end of year2012-12-31$907,677
Employer contributions (assets) at beginning of year2012-12-31$789,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,949,027
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$918,203
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,142,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,126,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,445,493
Value of total assets at end of year2011-12-31$43,530,533
Value of total assets at beginning of year2011-12-31$43,754,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,641
Total interest from all sources2011-12-31$17,733
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$384,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$384,079
Administrative expenses professional fees incurred2011-12-31$15,641
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$646,549
Participant contributions at end of year2011-12-31$343,026
Participant contributions at beginning of year2011-12-31$402,673
Participant contributions at end of year2011-12-31$8,135
Assets. Other investments not covered elsewhere at end of year2011-12-31$15,286,363
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,916,040
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$41,509
Other income not declared elsewhere2011-12-31$480,069
Total non interest bearing cash at end of year2011-12-31$2,191
Total non interest bearing cash at beginning of year2011-12-31$2,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-224,032
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,530,533
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,754,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$781,513
Assets. partnership/joint venture interests at beginning of year2011-12-31$842,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,129,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,480,613
Interest on participant loans2011-12-31$17,733
Value of interest in common/collective trusts at end of year2011-12-31$7,168,348
Value of interest in common/collective trusts at beginning of year2011-12-31$6,177,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$30,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$30,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,560,418
Net investment gain or loss from common/collective trusts2011-12-31$151,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$789,209
Employer contributions (assets) at end of year2011-12-31$789,209
Employer contributions (assets) at beginning of year2011-12-31$861,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,126,594
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$0
Total income from all sources (including contributions)2010-12-31$5,371,363
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$958,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$945,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,609,909
Value of total assets at end of year2010-12-31$43,754,565
Value of total assets at beginning of year2010-12-31$39,341,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,779
Total interest from all sources2010-12-31$17,729
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$301,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$301,968
Administrative expenses professional fees incurred2010-12-31$12,779
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$739,532
Participant contributions at end of year2010-12-31$402,673
Participant contributions at beginning of year2010-12-31$323,650
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,916,040
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,008,948
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$41,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,112
Other income not declared elsewhere2010-12-31$984,246
Total non interest bearing cash at end of year2010-12-31$2,049
Total non interest bearing cash at beginning of year2010-12-31$6,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,413,175
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,754,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,341,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$842,533
Assets. partnership/joint venture interests at beginning of year2010-12-31$623,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,480,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,998,660
Interest on participant loans2010-12-31$17,729
Value of interest in common/collective trusts at end of year2010-12-31$6,177,315
Value of interest in common/collective trusts at beginning of year2010-12-31$5,147,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$30,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$278,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$278,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,334,774
Net investment gain or loss from common/collective trusts2010-12-31$122,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$861,746
Employer contributions (assets) at end of year2010-12-31$861,746
Employer contributions (assets) at beginning of year2010-12-31$922,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$945,409
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN

2023: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH CENTRAL HEART INSTITUTE 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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