401k Plan data: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN plan

FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN
Plan identification number	002

FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

FLORIDA HEART CENTER, P.A. has sponsored the creation of one or more 401k plans.

Company Name: FLORIDA HEART CENTER, P.A.

Employer identification number (EIN): 650867498

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about FLORIDA HEART CENTER, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1998-08-24

Company Identification Number: P98000074348

Legal Registered Office Address: 1900 NEBRASKA AVENUE

FORT PIERCE

34950

More information about FLORIDA HEART CENTER, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 PRASAD CHALASANI, M.D. 2015-09-30
002 2013-01-01
002 2012-01-01 REBECCA TORRES 2013-09-30
002 2011-01-01 JANESIS DIAZ 2012-10-15
002 2010-01-01 CAMERON KELLY 2011-10-07

Plan Statistics for FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN

Measure Date Value
2023: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets 2023-08-21 6,548,607
Acturial value of plan assets 2023-08-21 6,548,607
Funding target for retired participants and beneficiaries receiving payment 2023-08-21 0
Number of terminated vested participants 2023-08-21 7
Fundng target for terminated vested participants 2023-08-21 29,969
Active participant vested funding target 2023-08-21 6,135,080
Number of active participants 2023-08-21 23
Total funding liabilities for active participants 2023-08-21 6,135,080
Total participant count 2023-08-21 30
Total funding target for all participants 2023-08-21 6,165,049
Balance at beginning of prior year after applicable adjustments 2023-08-21 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-21 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-08-21 0
Prefunding balanced used to offset prior years funding requirement 2023-08-21 0
Amount remaining of carryover balance 2023-08-21 0
Amount remaining of prefunding balance 2023-08-21 0
Present value of excess contributions 2023-08-21 241,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-21 241,663
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-08-21 0
Reductions in caryover balances due to elections or deemed elections 2023-08-21 0
Reductions in prefunding balances due to elections or deemed elections 2023-08-21 0
Balance of carryovers at beginning of current year 2023-08-21 0
Balance of prefunding at beginning of current year 2023-08-21 0
Total employer contributions 2023-08-21 0
Total employee contributions 2023-08-21 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-08-21 0
Contributions made to avoid restrictions adjusted to valuation date 2023-08-21 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-08-21 0
Unpaid minimum required contributions for all prior years 2023-08-21 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-08-21 0
Remaining amount of unpaid minimum required contributions 2023-08-21 0
Minimum required contributions for current year target normal cost 2023-08-21 0
Net shortfall amortization installment of oustanding balance 2023-08-21 0
Waiver amortization installment 2023-08-21 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-21 0
Carryover balance elected to use to offset funding requirement 2023-08-21 0
Prefunding balance elected to use to offset funding requirement 2023-08-21 0
Additional cash requirement 2023-08-21 0
Contributions allocatedtoward minimum required contributions for current year 2023-08-21 0
Unpaid minimum required contributions for current year 2023-08-21 0
Unpaid minimum required contributions for all years 2023-08-21 0
2022: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,306,944
Acturial value of plan assets 2022-12-31 6,306,944
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 7
Fundng target for terminated vested participants 2022-12-31 28,432
Active participant vested funding target 2022-12-31 6,063,236
Number of active participants 2022-12-31 23
Total funding liabilities for active participants 2022-12-31 6,064,953
Total participant count 2022-12-31 30
Total funding target for all participants 2022-12-31 6,093,385
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 488,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 488,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 240,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 241,663
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 241,663
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,787,424
Acturial value of plan assets 2021-12-31 6,787,424
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 43,244
Active participant vested funding target 2021-12-31 5,648,672
Number of active participants 2021-12-31 25
Total funding liabilities for active participants 2021-12-31 5,652,386
Total participant count 2021-12-31 39
Total funding target for all participants 2021-12-31 5,695,630
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 220,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 220,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 500,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 488,290
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 488,290
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,963,375
Acturial value of plan assets 2020-12-31 5,963,375
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 23,802
Active participant vested funding target 2020-12-31 5,311,449
Number of active participants 2020-12-31 31
Total funding liabilities for active participants 2020-12-31 5,320,271
Total participant count 2020-12-31 39
Total funding target for all participants 2020-12-31 5,344,073
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 212,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 212,705
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 225,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 220,602
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 220,602
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 5,118,166
Acturial value of plan assets 2019-12-31 5,118,166
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 22,254
Active participant vested funding target 2019-12-31 4,861,245
Number of active participants 2019-12-31 34
Total funding liabilities for active participants 2019-12-31 4,868,078
Total participant count 2019-12-31 43
Total funding target for all participants 2019-12-31 4,890,332
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 3,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 250,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 243,756
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 258,885
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 31,051
Additional cash requirement 2019-12-31 31,051
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 243,756
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,727,107
Acturial value of plan assets 2018-12-31 3,727,107
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 18,647
Active participant vested funding target 2018-12-31 4,018,019
Number of active participants 2018-12-31 34
Total funding liabilities for active participants 2018-12-31 4,022,732
Total participant count 2018-12-31 41
Total funding target for all participants 2018-12-31 4,041,379
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 204,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 204,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 597,573
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 578,348
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 523,959
Net shortfall amortization installment of oustanding balance 2018-12-31 314,272
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 575,264
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 575,264
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 578,348
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,706,787
Acturial value of plan assets 2017-12-31 3,706,787
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 2,537
Active participant vested funding target 2017-12-31 3,262,904
Number of active participants 2017-12-31 27
Total funding liabilities for active participants 2017-12-31 3,266,445
Total participant count 2017-12-31 30
Total funding target for all participants 2017-12-31 3,268,982
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 270,440
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 270,440
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 240,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 234,624
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 467,770
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 29,965
Additional cash requirement 2017-12-31 29,965
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 234,624
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,977,043
Acturial value of plan assets 2016-12-31 2,977,043
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 3,622
Active participant vested funding target 2016-12-31 2,591,139
Number of active participants 2016-12-31 27
Total funding liabilities for active participants 2016-12-31 2,592,384
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 2,596,006
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 371,340
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 371,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 285,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 279,838
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 390,435
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 9,398
Additional cash requirement 2016-12-31 9,398
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 279,838
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2023: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets	2023-08-21	6,548,607
Acturial value of plan assets	2023-08-21	6,548,607
Funding target for retired participants and beneficiaries receiving payment	2023-08-21	0
Number of terminated vested participants	2023-08-21	7
Fundng target for terminated vested participants	2023-08-21	29,969
Active participant vested funding target	2023-08-21	6,135,080
Number of active participants	2023-08-21	23
Total funding liabilities for active participants	2023-08-21	6,135,080
Total participant count	2023-08-21	30
Total funding target for all participants	2023-08-21	6,165,049
Balance at beginning of prior year after applicable adjustments	2023-08-21	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-21	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-21	0
Prefunding balanced used to offset prior years funding requirement	2023-08-21	0
Amount remaining of carryover balance	2023-08-21	0
Amount remaining of prefunding balance	2023-08-21	0
Present value of excess contributions	2023-08-21	241,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-21	241,663
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-21	0
Reductions in caryover balances due to elections or deemed elections	2023-08-21	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-21	0
Balance of carryovers at beginning of current year	2023-08-21	0
Balance of prefunding at beginning of current year	2023-08-21	0
Total employer contributions	2023-08-21	0
Total employee contributions	2023-08-21	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-21	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-21	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-21	0
Unpaid minimum required contributions for all prior years	2023-08-21	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-21	0
Remaining amount of unpaid minimum required contributions	2023-08-21	0
Minimum required contributions for current year target normal cost	2023-08-21	0
Net shortfall amortization installment of oustanding balance	2023-08-21	0
Waiver amortization installment	2023-08-21	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-21	0
Carryover balance elected to use to offset funding requirement	2023-08-21	0
Prefunding balance elected to use to offset funding requirement	2023-08-21	0
Additional cash requirement	2023-08-21	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-21	0
Unpaid minimum required contributions for current year	2023-08-21	0
Unpaid minimum required contributions for all years	2023-08-21	0
2022: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,306,944
Acturial value of plan assets	2022-12-31	6,306,944
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	7
Fundng target for terminated vested participants	2022-12-31	28,432
Active participant vested funding target	2022-12-31	6,063,236
Number of active participants	2022-12-31	23
Total funding liabilities for active participants	2022-12-31	6,064,953
Total participant count	2022-12-31	30
Total funding target for all participants	2022-12-31	6,093,385
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	488,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	488,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	240,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	241,663
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	241,663
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,787,424
Acturial value of plan assets	2021-12-31	6,787,424
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	43,244
Active participant vested funding target	2021-12-31	5,648,672
Number of active participants	2021-12-31	25
Total funding liabilities for active participants	2021-12-31	5,652,386
Total participant count	2021-12-31	39
Total funding target for all participants	2021-12-31	5,695,630
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	220,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	220,602
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	500,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	488,290
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	488,290
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,963,375
Acturial value of plan assets	2020-12-31	5,963,375
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	23,802
Active participant vested funding target	2020-12-31	5,311,449
Number of active participants	2020-12-31	31
Total funding liabilities for active participants	2020-12-31	5,320,271
Total participant count	2020-12-31	39
Total funding target for all participants	2020-12-31	5,344,073
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	212,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	212,705
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	225,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	220,602
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	220,602
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,118,166
Acturial value of plan assets	2019-12-31	5,118,166
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	22,254
Active participant vested funding target	2019-12-31	4,861,245
Number of active participants	2019-12-31	34
Total funding liabilities for active participants	2019-12-31	4,868,078
Total participant count	2019-12-31	43
Total funding target for all participants	2019-12-31	4,890,332
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	3,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	250,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	243,756
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	258,885
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	31,051
Additional cash requirement	2019-12-31	31,051
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	243,756
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,727,107
Acturial value of plan assets	2018-12-31	3,727,107
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	18,647
Active participant vested funding target	2018-12-31	4,018,019
Number of active participants	2018-12-31	34
Total funding liabilities for active participants	2018-12-31	4,022,732
Total participant count	2018-12-31	41
Total funding target for all participants	2018-12-31	4,041,379
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	204,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	204,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	597,573
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	578,348
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	523,959
Net shortfall amortization installment of oustanding balance	2018-12-31	314,272
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	575,264
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	575,264
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	578,348
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,706,787
Acturial value of plan assets	2017-12-31	3,706,787
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	2,537
Active participant vested funding target	2017-12-31	3,262,904
Number of active participants	2017-12-31	27
Total funding liabilities for active participants	2017-12-31	3,266,445
Total participant count	2017-12-31	30
Total funding target for all participants	2017-12-31	3,268,982
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	270,440
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	270,440
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	240,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	234,624
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	467,770
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	29,965
Additional cash requirement	2017-12-31	29,965
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	234,624
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FLORIDA HEART CENTER, P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,977,043
Acturial value of plan assets	2016-12-31	2,977,043
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	3,622
Active participant vested funding target	2016-12-31	2,591,139
Number of active participants	2016-12-31	27
Total funding liabilities for active participants	2016-12-31	2,592,384
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	2,596,006
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	371,340
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	371,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	285,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	279,838
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	390,435
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	9,398
Additional cash requirement	2016-12-31	9,398
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	279,838
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	FLORIDA HEART CENTER, P.A.
Employer identification number (EIN):	650867498
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1998-08-24
Company Identification Number:	P98000074348
Legal Registered Office Address:	1900 NEBRASKA AVENUE FORT PIERCE 34950

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	PRASAD CHALASANI, M.D.	2015-09-30
002	2013-01-01
002	2012-01-01	REBECCA TORRES	2013-09-30
002	2011-01-01	JANESIS DIAZ	2012-10-15
002	2010-01-01	CAMERON KELLY	2011-10-07