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FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameFIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FIRST COAST CARDIOVASCULAR INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:FIRST COAST CARDIOVASCULAR INSTITUTE
Employer identification number (EIN):470854466
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01YAZAN KHATIB
0012016-01-01YAZAN KHATIB
0012015-01-01YAZAN KHATIB, MD2016-07-26

Plan Statistics for FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01170
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01171
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01156
Total participants2021-01-01156
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01143
Total participants2020-01-01143
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01139
Total participants2019-01-01139
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01126
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$360,986
Total of all expenses incurred2022-12-31$77,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$54,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$778,651
Value of total assets at end of year2022-12-31$3,334,990
Value of total assets at beginning of year2022-12-31$3,051,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,178
Total interest from all sources2022-12-31$2,111
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$88,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$88,627
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$306,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$551,668
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,010
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,846
Total non interest bearing cash at end of year2022-12-31$34,034
Total non interest bearing cash at beginning of year2022-12-31$25,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$283,145
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,334,990
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,051,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,936,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,708,635
Value of interest in common/collective trusts at end of year2022-12-31$6,962
Value of interest in common/collective trusts at beginning of year2022-12-31$5,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$357,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$310,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$310,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-508,660
Net investment gain or loss from common/collective trusts2022-12-31$257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$213,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$54,663
Contract administrator fees2022-12-31$23,178
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMOAK, DAVIS & NIXON
Accountancy firm EIN2022-12-31590602635
2021 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$86,174
Total unrealized appreciation/depreciation of assets2021-12-31$86,174
Total income from all sources (including contributions)2021-12-31$1,272,111
Total of all expenses incurred2021-12-31$323,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$303,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$920,219
Value of total assets at end of year2021-12-31$3,051,845
Value of total assets at beginning of year2021-12-31$2,103,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,356
Total interest from all sources2021-12-31$265
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$101,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$101,391
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$513,019
Participant contributions at end of year2021-12-31$2,010
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$331,118
Total non interest bearing cash at end of year2021-12-31$25,360
Total non interest bearing cash at beginning of year2021-12-31$16,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$948,404
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,051,845
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,103,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,708,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,736,341
Value of interest in common/collective trusts at end of year2021-12-31$5,787
Value of interest in common/collective trusts at beginning of year2021-12-31$6,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$310,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$344,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$344,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$163,890
Net investment gain or loss from common/collective trusts2021-12-31$172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$76,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$303,351
Contract administrator fees2021-12-31$20,356
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SMOAK, DAVIS & NIXON
Accountancy firm EIN2021-12-31590602635
2020 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$138,511
Total unrealized appreciation/depreciation of assets2020-12-31$138,511
Total income from all sources (including contributions)2020-12-31$589,078
Total of all expenses incurred2020-12-31$209,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$189,373
Value of total corrective distributions2020-12-31$6,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$422,341
Value of total assets at end of year2020-12-31$2,103,441
Value of total assets at beginning of year2020-12-31$1,723,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,179
Total interest from all sources2020-12-31$1,362
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$36,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$36,707
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$422,341
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$13,740
Total non interest bearing cash at end of year2020-12-31$16,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$379,973
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,103,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,723,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,736,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,372,971
Value of interest in common/collective trusts at end of year2020-12-31$6,739
Value of interest in common/collective trusts at beginning of year2020-12-31$5,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$344,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$331,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$331,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-10,111
Net investment gain or loss from common/collective trusts2020-12-31$268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$189,373
Contract administrator fees2020-12-31$13,179
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMOAK, DAVIS & NIXON
Accountancy firm EIN2020-12-31590602635
2019 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$698,885
Total income from all sources (including contributions)2019-12-31$698,885
Total of all expenses incurred2019-12-31$364,412
Total of all expenses incurred2019-12-31$364,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$351,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$351,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$464,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$464,136
Value of total assets at end of year2019-12-31$1,723,468
Value of total assets at end of year2019-12-31$1,723,468
Value of total assets at beginning of year2019-12-31$1,388,995
Value of total assets at beginning of year2019-12-31$1,388,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$180,000
Value of fidelity bond cover2019-12-31$180,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$459,997
Contributions received from participants2019-12-31$459,997
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$13,740
Participant contributions at end of year2019-12-31$13,740
Participant contributions at beginning of year2019-12-31$3,573
Participant contributions at beginning of year2019-12-31$3,573
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,939
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$334,473
Value of net income/loss2019-12-31$334,473
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,723,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,723,468
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,388,995
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,388,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,372,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,372,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$978,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$978,211
Value of interest in common/collective trusts at end of year2019-12-31$5,166
Value of interest in common/collective trusts at end of year2019-12-31$5,166
Value of interest in common/collective trusts at beginning of year2019-12-31$3,916
Value of interest in common/collective trusts at beginning of year2019-12-31$3,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$331,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$331,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$403,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$403,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$403,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$403,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$234,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$234,575
Net investment gain or loss from common/collective trusts2019-12-31$174
Net investment gain or loss from common/collective trusts2019-12-31$174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$200
Contributions received in cash from employer2019-12-31$200
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$351,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$351,615
Contract administrator fees2019-12-31$12,797
Contract administrator fees2019-12-31$12,797
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMOAK, DAVIS & NIXON LLP
Accountancy firm name2019-12-31SMOAK, DAVIS & NIXON LLP
Accountancy firm EIN2019-12-31590602635
Accountancy firm EIN2019-12-31590602635
2018 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$688,355
Total of all expenses incurred2018-12-31$335,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$321,438
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$774,730
Value of total assets at end of year2018-12-31$1,388,995
Value of total assets at beginning of year2018-12-31$1,036,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,383
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$14,383
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$120,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$470,961
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$3,573
Participant contributions at beginning of year2018-12-31$23,897
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$289,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$352,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,388,995
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,036,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$978,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$714,293
Interest on participant loans2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$3,916
Value of interest in common/collective trusts at beginning of year2018-12-31$2,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$403,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$295,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$295,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-86,454
Net investment gain or loss from common/collective trusts2018-12-31$79
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,517
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$321,438
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$617,517
Total of all expenses incurred2017-12-31$122,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,447
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$517,815
Value of total assets at end of year2017-12-31$1,036,461
Value of total assets at beginning of year2017-12-31$541,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,125
Total interest from all sources2017-12-31$921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$120,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$454,247
Participant contributions at end of year2017-12-31$0
Participant contributions at end of year2017-12-31$23,897
Participant contributions at beginning of year2017-12-31$1,571
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$63,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$494,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,036,461
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$541,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$714,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$528,110
Interest on participant loans2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,673
Value of interest in common/collective trusts at beginning of year2017-12-31$11,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$295,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$921
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$98,761
Net investment gain or loss from common/collective trusts2017-12-31$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,447
Contract administrator fees2017-12-31$4,375
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$491,133
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,410
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$460,309
Value of total assets at end of year2016-12-31$541,516
Value of total assets at beginning of year2016-12-31$62,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,436
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,962
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$380,727
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$1,571
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$479,287
Value of net assets at end of year (total assets less liabilities)2016-12-31$541,516
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$528,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,087
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$11,835
Value of interest in common/collective trusts at beginning of year2016-12-31$2,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,862
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,410
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$2,436
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981

Form 5500 Responses for FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST

2022: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST COAST CARDIOVASCULAR INS 401(K) PROFIT SHARING PLAN & TRUST 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

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