401k Plan data: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN plan

HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN
Plan identification number	004

HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

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

Company Name: HEART CLINIC ARKANSAS, P.A.

Employer identification number (EIN): 710609090

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 RANDY A JORDAN MD RANDY A JORDAN MD 2013-10-15
004 2011-01-01 RANDY A JORDAN MD RANDY A JORDAN MD 2013-08-26
004 2010-01-01 RANDY A JORDAN RANDY A JORDAN 2011-10-17
004 2009-01-01 RANDY A JORDAN RANDY A JORDAN 2010-10-12

Plan Statistics for HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN

Measure Date Value
2013: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 71
Total of all active and inactive participants 2013-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 85
Total of all active and inactive participants 2012-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 114
Number of participants with account balances 2012-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 153
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 185
Number of participants with account balances 2011-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 166
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 51
Total of all active and inactive participants 2010-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 218
Number of participants with account balances 2010-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 23
2009: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 181
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 43
Total of all active and inactive participants 2009-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 225
Number of participants with account balances 2009-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2013: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	71
Total of all active and inactive participants	2013-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	85
Total of all active and inactive participants	2012-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	114
Number of participants with account balances	2012-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	153
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	185
Number of participants with account balances	2011-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	166
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	51
Total of all active and inactive participants	2010-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	218
Number of participants with account balances	2010-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	23
2009: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	181
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	43
Total of all active and inactive participants	2009-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	225
Number of participants with account balances	2009-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2013 : HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,057,667
Total of all expenses incurred	2013-12-31	$3,040,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,040,071
Value of total assets at end of year	2013-12-31	$14,564,764
Value of total assets at beginning of year	2013-12-31	$15,547,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$321,446
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$691,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$2,057,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-982,554
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,564,764
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,547,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,983,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,077,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,259,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,778,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,040,071
Contract administrator fees	2013-12-31	$150
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TALKINGTON & ASSOCIATES, P.A.
Accountancy firm EIN	2013-12-31	710835104
2012 : HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,113,737
Total of all expenses incurred	2012-12-31	$8,834,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$8,834,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$87,494
Value of total assets at end of year	2012-12-31	$15,547,318
Value of total assets at beginning of year	2012-12-31	$22,268,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$40,607
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$84,983
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$691,499
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,860,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$2,026,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-6,720,767
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,547,318
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$22,268,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,077,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,592,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,778,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,611,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$46,887
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$118,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$8,834,354
Contract administrator fees	2012-12-31	$150
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TALKINGTON & ASSOCIATES, P.A.
Accountancy firm EIN	2012-12-31	710835104
2011 : HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,458,801
Total of all expenses incurred	2011-12-31	$1,129,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,129,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,878,423
Value of total assets at end of year	2011-12-31	$22,268,085
Value of total assets at beginning of year	2011-12-31	$20,939,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,538,574
Participant contributions at end of year	2011-12-31	$84,983
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,860,443
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,497,630
Other income not declared elsewhere	2011-12-31	$-419,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,328,938
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,268,085
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,939,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,592,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,997,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,611,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,443,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,339,849
Employer contributions (assets) at end of year	2011-12-31	$118,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,129,863
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TALKINGTON & ASSOCIATES, P.A.
Accountancy firm EIN	2011-12-31	710835104
2010 : HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,447,920
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,458,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,457,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,338,240
Value of total assets at end of year	2010-12-31	$20,939,147
Value of total assets at beginning of year	2010-12-31	$17,949,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$350
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$943,260
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,497,630
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$865,185
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,177
Other income not declared elsewhere	2010-12-31	$2,109,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,989,908
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,939,147
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,949,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,997,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,350,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,443,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,733,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,334,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,457,662
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TALKINGTON & ASSOCIATES, P.A.
Accountancy firm EIN	2010-12-31	710835104

Form 5500 Responses for HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN

2013: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HEART CLINIC ARKANSAS, P.A. EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ255

Policy instance

Insurance contract or identification number	PHZ255
Number of Individuals Covered	95
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,857
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,857
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ255

Policy instance

Insurance contract or identification number	PHZ255
Number of Individuals Covered	114
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $14,147
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,147
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ255

Policy instance

Insurance contract or identification number	PHZ255
Number of Individuals Covered	184
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $13,018
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHZ255

Policy instance

Insurance contract or identification number	PHZ255
Number of Individuals Covered	218
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,085
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

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Company Name:	HEART CLINIC ARKANSAS, P.A.
Employer identification number (EIN):	710609090
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	RANDY A JORDAN MD	RANDY A JORDAN MD	2013-10-15
004	2011-01-01	RANDY A JORDAN MD	RANDY A JORDAN MD	2013-08-26
004	2010-01-01	RANDY A JORDAN	RANDY A JORDAN	2011-10-17
004	2009-01-01	RANDY A JORDAN	RANDY A JORDAN	2010-10-12