401k Plan data: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST plan

HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST
Plan identification number	002

HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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 CONSULTANTS OF NORTH TEXAS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: HEART CONSULTANTS OF NORTH TEXAS, P.A.

Employer identification number (EIN): 752053707

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

Additional information about HEART CONSULTANTS OF NORTH TEXAS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-09-03

Company Identification Number: 0081021403

Legal Registered Office Address: 5004 LILAC LN

DALLAS
United States of America (USA)
75209

More information about HEART CONSULTANTS OF NORTH TEXAS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 GREGORY A. REDISH 2021-05-07
002 2020-01-01
002 2019-01-01
002 2018-01-01 GREGORY A. REDISH
002 2017-01-01 GREGORY A. REDISH
002 2016-01-01 GREGORY A. REDISH
002 2015-01-01 GREGORY A. REDISH
002 2014-01-01 GREGORY A. REDISH
002 2013-01-01 GREGORY A. REDISH
002 2012-01-01 GREGORY A. REDISH
002 2011-01-01 GREGORY A. REDISH GREGORY A. REDISH 2012-09-10
002 2010-01-01 GREGORY A. REDISH GREGORY A. REDISH 2011-08-23
002 2009-01-01 GREGORY A. REDISH GREGORY A. REDISH 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	GREGORY A. REDISH	2021-05-07
002	2020-01-01
002	2019-01-01
002	2018-01-01	GREGORY A. REDISH
002	2017-01-01	GREGORY A. REDISH
002	2016-01-01	GREGORY A. REDISH
002	2015-01-01	GREGORY A. REDISH
002	2014-01-01	GREGORY A. REDISH
002	2013-01-01	GREGORY A. REDISH
002	2012-01-01	GREGORY A. REDISH
002	2011-01-01	GREGORY A. REDISH		GREGORY A. REDISH	2012-09-10
002	2010-01-01	GREGORY A. REDISH		GREGORY A. REDISH	2011-08-23
002	2009-01-01	GREGORY A. REDISH		GREGORY A. REDISH	2010-07-20

Plan Statistics for HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 5
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 1
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2020: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	5
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	1
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11

Financial Data on HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2020 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$-38,662
Expenses. Total of all expenses incurred	2020-12-31	$4,684,853
Benefits paid (including direct rollovers)	2020-12-31	$4,649,718
Total plan assets at end of year	2020-12-31	$100,767
Total plan assets at beginning of year	2020-12-31	$4,824,282
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$-43,192
Net income (gross income less expenses)	2020-12-31	$-4,723,515
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$100,767
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,824,282
Total contributions received or receivable from employer(s)	2020-12-31	$4,530
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$35,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$795,978
Expenses. Total of all expenses incurred	2019-12-31	$37,483
Benefits paid (including direct rollovers)	2019-12-31	$4,358
Total plan assets at end of year	2019-12-31	$4,824,282
Total plan assets at beginning of year	2019-12-31	$4,065,787
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$575
Other income received	2019-12-31	$773,316
Net income (gross income less expenses)	2019-12-31	$758,495
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,824,282
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,065,787
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$25
Total contributions received or receivable from employer(s)	2019-12-31	$22,087
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$33,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-26,296
Expenses. Total of all expenses incurred	2018-12-31	$163,120
Benefits paid (including direct rollovers)	2018-12-31	$130,755
Total plan assets at end of year	2018-12-31	$4,065,787
Total plan assets at beginning of year	2018-12-31	$4,255,203
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$13,800
Other income received	2018-12-31	$-179,350
Net income (gross income less expenses)	2018-12-31	$-189,416
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,065,787
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,255,203
Total contributions received or receivable from employer(s)	2018-12-31	$139,254
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$32,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$668,619
Expenses. Total of all expenses incurred	2017-12-31	$346,287
Benefits paid (including direct rollovers)	2017-12-31	$314,786
Total plan assets at end of year	2017-12-31	$4,255,203
Total plan assets at beginning of year	2017-12-31	$3,932,871
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$13,350
Other income received	2017-12-31	$522,104
Net income (gross income less expenses)	2017-12-31	$322,332
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,255,203
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,932,871
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$133,165
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$31,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$585,901
Expenses. Total of all expenses incurred	2016-12-31	$1,511,409
Benefits paid (including direct rollovers)	2016-12-31	$1,484,110
Total plan assets at end of year	2016-12-31	$3,932,871
Total plan assets at beginning of year	2016-12-31	$4,858,379
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$14,400
Other income received	2016-12-31	$454,246
Net income (gross income less expenses)	2016-12-31	$-925,508
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,932,871
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,858,379
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$3,358
Total contributions received or receivable from employer(s)	2016-12-31	$117,255
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$27,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$93,841
Expenses. Total of all expenses incurred	2015-12-31	$79,709
Benefits paid (including direct rollovers)	2015-12-31	$47,959
Total plan assets at end of year	2015-12-31	$4,858,379
Total plan assets at beginning of year	2015-12-31	$4,844,247
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$14,350
Other income received	2015-12-31	$-42,091
Net income (gross income less expenses)	2015-12-31	$14,132
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,858,379
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,844,247
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,633
Total contributions received or receivable from employer(s)	2015-12-31	$121,582
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$31,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$455,994
Expenses. Total of all expenses incurred	2014-12-31	$23,884
Benefits paid (including direct rollovers)	2014-12-31	$596
Total plan assets at end of year	2014-12-31	$4,844,247
Total plan assets at beginning of year	2014-12-31	$4,412,137
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$14,100
Other income received	2014-12-31	$324,026
Net income (gross income less expenses)	2014-12-31	$432,110
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,844,247
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,412,137
Assets. Value of participant loans	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$13,931
Total contributions received or receivable from employer(s)	2014-12-31	$117,868
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$23,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$853,697
Expenses. Total of all expenses incurred	2013-12-31	$20,465
Total plan assets at end of year	2013-12-31	$4,412,137
Total plan assets at beginning of year	2013-12-31	$3,578,905
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$14,650
Other income received	2013-12-31	$727,773
Net income (gross income less expenses)	2013-12-31	$833,232
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,412,137
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,578,905
Assets. Value of participant loans	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$14,043
Total contributions received or receivable from employer(s)	2013-12-31	$111,274
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,465
2012 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$476,702
Expenses. Total of all expenses incurred	2012-12-31	$88,442
Benefits paid (including direct rollovers)	2012-12-31	$70,527
Total plan assets at end of year	2012-12-31	$3,578,905
Total plan assets at beginning of year	2012-12-31	$3,190,645
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$4,200
Other income received	2012-12-31	$362,669
Net income (gross income less expenses)	2012-12-31	$388,260
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,578,905
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,190,645
Assets. Value of participant loans	2012-12-31	$1,963
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$15,414
Total contributions received or receivable from employer(s)	2012-12-31	$109,833
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$17,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$168,449
Expenses. Total of all expenses incurred	2011-12-31	$20,455
Total plan assets at end of year	2011-12-31	$3,190,645
Total plan assets at beginning of year	2011-12-31	$3,042,651
Other income received	2011-12-31	$36,914
Net income (gross income less expenses)	2011-12-31	$147,994
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,190,645
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,042,651
Assets. Value of participant loans	2011-12-31	$7,720
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$17,282
Total contributions received or receivable from employer(s)	2011-12-31	$131,535
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20,455
2010 : HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$380,490
Expenses. Total of all expenses incurred	2010-12-31	$87,973
Benefits paid (including direct rollovers)	2010-12-31	$71,098
Total plan assets at end of year	2010-12-31	$3,042,651
Total plan assets at beginning of year	2010-12-31	$2,750,134
Expenses. Other expenses not covered elsewhere	2010-12-31	$16,875
Other income received	2010-12-31	$276,205
Net income (gross income less expenses)	2010-12-31	$292,517
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,042,651
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,750,134
Assets. Value of participant loans	2010-12-31	$10,111
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$18,246
Total contributions received or receivable from employer(s)	2010-12-31	$104,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST

2020: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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	This return/report is a short plan year return/report (less than 12 months)	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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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	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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HEART CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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 CONSULTANTS OF NORTH TEXAS, P.A. EMPLOYEE PROFIT SHARING PLAN AND TRUST 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 CONSULTANTS OF NORTH TEXAS, P.A.
Employer identification number (EIN):	752053707
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-09-03
Company Identification Number:	0081021403
Legal Registered Office Address:	5004 LILAC LN DALLAS United States of America (USA) 75209