401k Plan data: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN plan

PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN
Plan identification number	001

PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C.

Employer identification number (EIN): 731608811

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARY MAJOR
001 2016-01-01 MARY MAJOR
001 2015-01-01 MARY MAJOR
001 2014-01-01 MARY MAJOR
001 2013-01-01 WILLIAM L. JACKSON 2014-07-09
001 2012-01-01 WILLIAM JACKSON 2013-07-12 WILLIAM JACKSON 2013-07-12
001 2011-01-01 WILLIAM JACKSON 2012-07-16 WILLIAM JACKSON 2012-07-16
001 2010-01-01 WILLIAM JACKSON 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARY MAJOR
001	2016-01-01	MARY MAJOR
001	2015-01-01	MARY MAJOR
001	2014-01-01	MARY MAJOR
001	2013-01-01	WILLIAM L. JACKSON	2014-07-09
001	2012-01-01	WILLIAM JACKSON	2013-07-12	WILLIAM JACKSON	2013-07-12
001	2011-01-01	WILLIAM JACKSON	2012-07-16	WILLIAM JACKSON	2012-07-16
001	2010-01-01	WILLIAM JACKSON	2011-07-12

Plan Statistics for PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN

Measure Date Value
2023: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 19
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 22
Number of participants with account balances 2023-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 25
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 26
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 27
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 29
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 25
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 24
2014: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	19
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	22
Number of participants with account balances	2023-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	25
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	26
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	27
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	29
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	25
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	24
2014: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$798,512
Expenses. Total of all expenses incurred	2023-12-31	$233,643
Benefits paid (including direct rollovers)	2023-12-31	$229,973
Total plan assets at end of year	2023-12-31	$4,550,299
Total plan assets at beginning of year	2023-12-31	$3,985,430
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$114,223
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$588,477
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$564,869
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,550,299
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,985,430
Assets. Value of participant loans	2023-12-31	$32,245
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$95,812
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$3,051
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$619
2022 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-708,249
Expenses. Total of all expenses incurred	2022-12-31	$97,839
Benefits paid (including direct rollovers)	2022-12-31	$86,501
Total plan assets at end of year	2022-12-31	$3,985,430
Total plan assets at beginning of year	2022-12-31	$4,791,518
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$102,761
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-811,010
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-806,088
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,985,430
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,791,518
Assets. Value of participant loans	2022-12-31	$49,169
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$10,400
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$938
2021 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$616,206
Expenses. Total of all expenses incurred	2021-12-31	$253,735
Benefits paid (including direct rollovers)	2021-12-31	$239,738
Total plan assets at end of year	2021-12-31	$4,791,518
Total plan assets at beginning of year	2021-12-31	$4,429,047
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$117,661
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$498,545
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$362,471
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,791,518
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,429,047
Assets. Value of participant loans	2021-12-31	$44,094
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$13,353
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$644
2020 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$677,643
Expenses. Total of all expenses incurred	2020-12-31	$158,739
Benefits paid (including direct rollovers)	2020-12-31	$142,547
Total plan assets at end of year	2020-12-31	$4,429,047
Total plan assets at beginning of year	2020-12-31	$3,910,143
Value of fidelity bond covering the plan	2020-12-31	$350,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$126,626
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$551,017
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$518,904
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,429,047
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,910,143
Assets. Value of participant loans	2020-12-31	$65,069
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$15,586
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$606
2019 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$785,436
Expenses. Total of all expenses incurred	2019-12-31	$44,861
Benefits paid (including direct rollovers)	2019-12-31	$30,274
Total plan assets at end of year	2019-12-31	$3,910,143
Total plan assets at beginning of year	2019-12-31	$3,169,568
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$122,445
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$662,991
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$740,575
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,910,143
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,169,568
Assets. Value of participant loans	2019-12-31	$72,424
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$13,931
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$656
2018 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-109,654
Expenses. Total of all expenses incurred	2018-12-31	$53,243
Benefits paid (including direct rollovers)	2018-12-31	$38,904
Total plan assets at end of year	2018-12-31	$3,169,568
Total plan assets at beginning of year	2018-12-31	$3,332,465
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$118,029
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-227,683
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-162,897
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,169,568
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,332,465
Assets. Value of participant loans	2018-12-31	$79,017
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$13,533
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$806
2017 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$585,990
Expenses. Total of all expenses incurred	2017-12-31	$38,234
Benefits paid (including direct rollovers)	2017-12-31	$14,252
Total plan assets at end of year	2017-12-31	$3,332,465
Total plan assets at beginning of year	2017-12-31	$2,784,709
Value of fidelity bond covering the plan	2017-12-31	$350,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$117,058
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$468,932
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$547,756
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,332,465
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,784,709
Assets. Value of participant loans	2017-12-31	$79,648
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$23,307
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$675
2016 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$301,162
Expenses. Total of all expenses incurred	2016-12-31	$94,643
Benefits paid (including direct rollovers)	2016-12-31	$70,059
Total plan assets at end of year	2016-12-31	$2,784,709
Total plan assets at beginning of year	2016-12-31	$2,578,190
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$115,129
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$186,033
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$206,519
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,784,709
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,578,190
Assets. Value of participant loans	2016-12-31	$52,925
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$24,196
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$388
2015 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$104,453
Expenses. Total of all expenses incurred	2015-12-31	$44,787
Benefits paid (including direct rollovers)	2015-12-31	$33,213
Total plan assets at end of year	2015-12-31	$2,578,190
Total plan assets at beginning of year	2015-12-31	$2,518,524
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$119,058
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-14,605
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$59,666
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,578,190
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,518,524
Assets. Value of participant loans	2015-12-31	$63,848
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$11,018
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$556
2014 : PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$297,951
Expenses. Total of all expenses incurred	2014-12-31	$1,025,978
Benefits paid (including direct rollovers)	2014-12-31	$1,025,620
Total plan assets at end of year	2014-12-31	$2,518,524
Total plan assets at beginning of year	2014-12-31	$3,246,551
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$120,290
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,794
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-728,027
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,518,524
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,246,551
Assets. Value of participant loans	2014-12-31	$44,707
Total contributions received or receivable from employer(s)	2014-12-31	$76,867
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$358

Form 5500 Responses for PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN

2023: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

0063744

Policy instance

Insurance contract or identification number	0063744
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,447
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,631
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ZIMMERMAN-WILBURN

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Company Name:	PEDIATRIC CARDIOLOGY OF OKLAHOMA, P.L.L.C.
Employer identification number (EIN):	731608811
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)