401k Plan data: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN plan

HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN
Plan identification number	002

HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

HEART & VASCULAR INSTITUTE OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name: HEART & VASCULAR INSTITUTE OF TEXAS

Employer identification number (EIN): 742688457

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 & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 ROBBIE CHRISTOPHER
002 2010-01-01 DAGMAR LOZANO
002 2009-01-01 DAGMAR LOZANO
002 2009-01-01 DAGMAR LOZANO

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	ROBBIE CHRISTOPHER
002	2010-01-01	DAGMAR LOZANO
002	2009-01-01	DAGMAR LOZANO
002	2009-01-01	DAGMAR LOZANO

Plan Statistics for HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN

401k plan membership statisitcs for HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN

Measure Date Value
2011: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 101
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 26
Total of all active and inactive participants 2010-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 127
2009: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
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 82
Total of all active and inactive participants 2009-01-01 167
Total participants 2009-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	101
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	26
Total of all active and inactive participants	2010-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	127
2009: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
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	82
Total of all active and inactive participants	2009-01-01	167
Total participants	2009-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN

Measure	Date	Value
2011 : HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$4,661
Total of all expenses incurred	2011-07-31	$5,456,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$5,367,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$2,966
Value of total assets at end of year	2011-07-31	$0
Value of total assets at beginning of year	2011-07-31	$5,452,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$89,367
Total interest from all sources	2011-07-31	$1,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-07-31	$0
Administrative expenses professional fees incurred	2011-07-31	$50,150
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-07-31	$2,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Value of net income/loss	2011-07-31	$-5,452,099
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$5,452,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Investment advisory and management fees	2011-07-31	$39,217
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-07-31	$5,452,099
Interest earned on other investments	2011-07-31	$1,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-07-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Employer contributions (assets) at beginning of year	2011-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$5,367,393
Did the plan have assets held for investment	2011-07-31	No
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	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	No
Opinion of an independent qualified public accountant for this plan	2011-07-31	Unqualified
Accountancy firm name	2011-07-31	PADGETT, STRATMANN & CO., LLP
Accountancy firm EIN	2011-07-31	741650885
2010 : HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT 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	$1,189,085
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$312,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$266,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$670,000
Value of total assets at end of year	2010-12-31	$5,452,099
Value of total assets at beginning of year	2010-12-31	$4,575,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$45,751
Total interest from all sources	2010-12-31	$519,085
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
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$2,760
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$876,384
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,452,099
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,575,715
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	$42,991
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,452,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,052,234
Interest earned on other investments	2010-12-31	$429,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$28,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$28,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$89,818
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	$670,000
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$494,713
Income. Dividends from preferred stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$266,950
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PADGETT, STRATMANN & CO., LLP
Accountancy firm EIN	2010-12-31	741650885
2008 : HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$148,925
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$76,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$23,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$647,479
Value of total assets at end of year	2008-12-31	$3,767,443
Value of total assets at beginning of year	2008-12-31	$3,694,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$52,556
Total interest from all sources	2008-12-31	$-498,554
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Administrative expenses professional fees incurred	2008-12-31	$14,250
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Administrative expenses (other) incurred	2008-12-31	$22
Total non interest bearing cash at beginning of year	2008-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$72,625
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$3,767,443
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$3,694,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Investment advisory and management fees	2008-12-31	$38,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$3,119,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$3,096,332
Interest earned on other investments	2008-12-31	$-518,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$20,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$647,479
Employer contributions (assets) at end of year	2008-12-31	$647,479
Employer contributions (assets) at beginning of year	2008-12-31	$598,486
Income. Dividends from preferred stock	2008-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$23,744
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	No
Opinion of an independent qualified public accountant for this plan	2008-12-31	Unqualified
Accountancy firm name	2008-12-31	PADGETT, STRATMANN & CO., LLP
Accountancy firm EIN	2008-12-31	741650885
2007 : HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets	2007-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total income from all sources (including contributions)	2007-12-31	$830,712
Total loss/gain on sale of assets	2007-12-31	$0
Total of all expenses incurred	2007-12-31	$318,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2007-12-31	$286,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2007-12-31	$598,486
Value of total assets at end of year	2007-12-31	$3,694,818
Value of total assets at beginning of year	2007-12-31	$3,182,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2007-12-31	$32,407
Total interest from all sources	2007-12-31	$232,226
Total dividends received (eg from common stock, registered investment company shares)	2007-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2007-12-31	No
Administrative expenses professional fees incurred	2007-12-31	$0
Was this plan covered by a fidelity bond	2007-12-31	Yes
Value of fidelity bond cover	2007-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2007-12-31	No
Administrative expenses (other) incurred	2007-12-31	$12
Total non interest bearing cash at beginning of year	2007-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-12-31	No
Value of net income/loss	2007-12-31	$511,988
Value of net assets at end of year (total assets less liabilities)	2007-12-31	$3,694,818
Value of net assets at beginning of year (total assets less liabilities)	2007-12-31	$3,182,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2007-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2007-12-31	No
Were any leases to which the plan was party in default or uncollectible	2007-12-31	No
Investment advisory and management fees	2007-12-31	$32,395
Value of interest in registered invesment companies (eg mutual funds) at end of year	2007-12-31	$3,096,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2007-12-31	$2,696,998
Interest earned on other investments	2007-12-31	$212,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2007-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2007-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2007-12-31	$20,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2007-12-31	No
Was there a failure to transmit to the plan any participant contributions	2007-12-31	No
Has the plan failed to provide any benefit when due under the plan	2007-12-31	No
Contributions received in cash from employer	2007-12-31	$598,486
Employer contributions (assets) at end of year	2007-12-31	$598,486
Employer contributions (assets) at beginning of year	2007-12-31	$485,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2007-12-31	$286,317
Did the plan have assets held for investment	2007-12-31	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	2007-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2007-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2007-12-31	No
Opinion of an independent qualified public accountant for this plan	2007-12-31	Unqualified
Accountancy firm name	2007-12-31	PADGETT, STRATMANN & CO., LLP
Accountancy firm EIN	2007-12-31	741650885
2006 : HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2006 401k financial data
Total unrealized appreciation/depreciation of assets	2006-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-12-31	$0
Total income from all sources (including contributions)	2006-12-31	$679,663
Total loss/gain on sale of assets	2006-12-31	$0
Total of all expenses incurred	2006-12-31	$27,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2006-12-31	$15,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2006-12-31	$485,832
Value of total assets at end of year	2006-12-31	$3,182,830
Value of total assets at beginning of year	2006-12-31	$2,530,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2006-12-31	$11,760
Total interest from all sources	2006-12-31	$193,831
Total dividends received (eg from common stock, registered investment company shares)	2006-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2006-12-31	No
Administrative expenses professional fees incurred	2006-12-31	$9,940
Was this plan covered by a fidelity bond	2006-12-31	Yes
Value of fidelity bond cover	2006-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2006-12-31	No
Administrative expenses (other) incurred	2006-12-31	$3
Total non interest bearing cash at beginning of year	2006-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2006-12-31	No
Value of net income/loss	2006-12-31	$651,975
Value of net assets at end of year (total assets less liabilities)	2006-12-31	$3,182,830
Value of net assets at beginning of year (total assets less liabilities)	2006-12-31	$2,530,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2006-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2006-12-31	No
Were any leases to which the plan was party in default or uncollectible	2006-12-31	No
Investment advisory and management fees	2006-12-31	$1,817
Value of interest in registered invesment companies (eg mutual funds) at end of year	2006-12-31	$2,696,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2006-12-31	$2,241,955
Interest earned on other investments	2006-12-31	$161,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2006-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2006-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2006-12-31	$32,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2006-12-31	No
Was there a failure to transmit to the plan any participant contributions	2006-12-31	No
Has the plan failed to provide any benefit when due under the plan	2006-12-31	No
Contributions received in cash from employer	2006-12-31	$485,832
Employer contributions (assets) at end of year	2006-12-31	$485,832
Employer contributions (assets) at beginning of year	2006-12-31	$288,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2006-12-31	$15,928
Did the plan have assets held for investment	2006-12-31	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	2006-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2006-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2006-12-31	No
Opinion of an independent qualified public accountant for this plan	2006-12-31	Unqualified
Accountancy firm name	2006-12-31	PADGETT, STRATMANN & CO., LLP
Accountancy firm EIN	2006-12-31	741650885

Form 5500 Responses for HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN

2011: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HEART & VASCULAR INSTITUE OF TEXAS DEFINED BENEFIT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEART & VASCULAR INSTITUTE OF TEXAS
Employer identification number (EIN):	742688457
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)