401k Plan data: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN plan

ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN
Plan identification number	001

ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ADVANCED CARDIOVASCULAR SPECIALISTS LLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED CARDIOVASCULAR SPECIALISTS LLC

Employer identification number (EIN): 821064121

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) 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 PAUL C. DAVIS

Plan Statistics for ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 104
Number of retired or separated participants receiving benefits 2023-01-01 7
Number of other retired or separated participants entitled to future benefits 2023-01-01 45
Total of all active and inactive participants 2023-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 156
Number of participants with account balances 2023-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 149
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 111
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 149
Number of participants with account balances 2019-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 101
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 92
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 135
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5

Measure	Date	Value
2023: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	104
Number of retired or separated participants receiving benefits	2023-01-01	7
Number of other retired or separated participants entitled to future benefits	2023-01-01	45
Total of all active and inactive participants	2023-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	156
Number of participants with account balances	2023-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	149
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	111
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	149
Number of participants with account balances	2019-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	101
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	92
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	135
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5

Financial Data on ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2023 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$7,562,078
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,587,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,495,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,804,081
Value of total assets at end of year	2023-12-31	$45,320,704
Value of total assets at beginning of year	2023-12-31	$39,345,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$92,107
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$282,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$282,205
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$729,546
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,974,814
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$45,320,704
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$39,345,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$78,222
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,148,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,690,971
Value of interest in common/collective trusts at end of year	2023-12-31	$36,031,000
Value of interest in common/collective trusts at beginning of year	2023-12-31	$31,503,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$415,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$462,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$929,371
Net investment gain or loss from common/collective trusts	2023-12-31	$4,546,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,074,535
Employer contributions (assets) at end of year	2023-12-31	$724,925
Employer contributions (assets) at beginning of year	2023-12-31	$688,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,495,157
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TMCE, LLP
Accountancy firm EIN	2023-12-31	453564278
2022 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,144,425
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$571,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$471,164
Expenses. Certain deemed distributions of participant loans	2022-12-31	$13,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,750,357
Value of total assets at end of year	2022-12-31	$39,345,890
Value of total assets at beginning of year	2022-12-31	$45,061,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$86,109
Total interest from all sources	2022-12-31	$116
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$290,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$290,034
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$686,473
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$13,723
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$102
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,557
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,715,490
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$39,345,890
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,061,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$83,309
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,690,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,497,481
Interest on participant loans	2022-12-31	$69
Interest earned on other investments	2022-12-31	$47
Value of interest in common/collective trusts at end of year	2022-12-31	$31,503,861
Value of interest in common/collective trusts at beginning of year	2022-12-31	$36,444,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$462,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$445,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,524,505
Net investment gain or loss from common/collective trusts	2022-12-31	$-5,660,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,026,327
Employer contributions (assets) at end of year	2022-12-31	$688,477
Employer contributions (assets) at beginning of year	2022-12-31	$660,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$471,164
Contract administrator fees	2022-12-31	$2,515
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	TMCE, LLP
Accountancy firm EIN	2022-12-31	453564278
2021 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,384,852
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,740,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,659,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,583,598
Value of total assets at end of year	2021-12-31	$45,061,380
Value of total assets at beginning of year	2021-12-31	$40,416,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$80,352
Total interest from all sources	2021-12-31	$685
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$380,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$380,642
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$618,521
Participant contributions at end of year	2021-12-31	$13,723
Participant contributions at beginning of year	2021-12-31	$15,500
Participant contributions at end of year	2021-12-31	$102
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$137
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$4,644,519
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,061,380
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,416,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$77,632
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,497,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$38,964,983
Interest on participant loans	2021-12-31	$626
Value of interest in common/collective trusts at end of year	2021-12-31	$36,444,061
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$445,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$745,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,546,337
Net investment gain or loss from common/collective trusts	2021-12-31	$1,873,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$964,940
Employer contributions (assets) at end of year	2021-12-31	$660,218
Employer contributions (assets) at beginning of year	2021-12-31	$690,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,659,981
Contract administrator fees	2021-12-31	$2,720
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TMCE, LLP
Accountancy firm EIN	2021-12-31	453564278
2020 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,308,705
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$623,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$557,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,684,029
Value of total assets at end of year	2020-12-31	$40,416,861
Value of total assets at beginning of year	2020-12-31	$34,731,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,468
Total interest from all sources	2020-12-31	$98
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,502,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,502,446
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$650,316
Participant contributions at end of year	2020-12-31	$15,500
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,526
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$5,685,033
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$40,416,861
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,731,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$64,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$38,964,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$33,779,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$745,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$270,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,122,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,030,187
Employer contributions (assets) at end of year	2020-12-31	$690,452
Employer contributions (assets) at beginning of year	2020-12-31	$673,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$557,204
Contract administrator fees	2020-12-31	$2,220
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TMCE, LLP
Accountancy firm EIN	2020-12-31	453564278
2019 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,890,512
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$433,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$377,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,310,632
Value of total assets at end of year	2019-12-31	$34,731,828
Value of total assets at beginning of year	2019-12-31	$27,274,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$56,568
Total interest from all sources	2019-12-31	$287
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$971,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$971,505
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$598,660
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$714,303
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$7,456,891
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,731,828
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$27,274,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$56,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$33,779,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$26,316,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$270,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$278,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,608,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$997,669
Employer contributions (assets) at end of year	2019-12-31	$673,668
Employer contributions (assets) at beginning of year	2019-12-31	$680,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$377,053
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TMCE, LLP
Accountancy firm EIN	2019-12-31	453564278
2018 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-137,152
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,182,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,128,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,459,768
Value of total assets at end of year	2018-12-31	$27,274,937
Value of total assets at beginning of year	2018-12-31	$29,594,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$53,604
Total interest from all sources	2018-12-31	$191
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$928,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$532,190
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,030
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,319,398
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$27,274,937
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$29,594,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$53,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$26,316,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,624,453
Interest on participant loans	2018-12-31	$4
Interest earned on other investments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$7,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$7,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$278,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$344,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,526,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$916,548
Employer contributions (assets) at end of year	2018-12-31	$680,072
Employer contributions (assets) at beginning of year	2018-12-31	$617,544
Income. Dividends from common stock	2018-12-31	$928,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,128,642
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TMCE, LLP
Accountancy firm EIN	2018-12-31	453564278
2017 : ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,589,088
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,915,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,877,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,552,466
Value of total assets at end of year	2017-12-31	$29,594,335
Value of total assets at beginning of year	2017-12-31	$25,920,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$38,228
Total interest from all sources	2017-12-31	$638
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$680,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$680,487
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$526,519
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$47,168
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,203,540
Assets. Loans (other than to participants) at end of year	2017-12-31	$571
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$24,290
Other income not declared elsewhere	2017-12-31	$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,673,378
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$29,594,335
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$25,920,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,380
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$28,624,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$23,978,935
Interest on participant loans	2017-12-31	$513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$7,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$24,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$24,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$344,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,286,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,355,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$822,407
Employer contributions (assets) at end of year	2017-12-31	$617,544
Employer contributions (assets) at beginning of year	2017-12-31	$558,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,877,482
Contract administrator fees	2017-12-31	$35,848
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2017-12-31	721396621

Form 5500 Responses for ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN

2023: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) 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	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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	149
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	149
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $340
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $200
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	153
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $980
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $588
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	149
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $372
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $223
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	139
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $507
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $206
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500999-01

Policy instance

Insurance contract or identification number	500999-01
Number of Individuals Covered	130
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $478
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $143
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	JOSEPH FELL

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Company Name:	ADVANCED CARDIOVASCULAR SPECIALISTS LLC
Employer identification number (EIN):	821064121
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)