401k Plan data: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN plan

NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN
Plan identification number	006

NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW MEXICO HEART INSTITUTE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NEW MEXICO HEART INSTITUTE, P.A.

Employer identification number (EIN): 850424076

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2019-01-01
006 2018-01-01
006 2017-01-01 SEAN MAZER
006 2016-01-01
006 2015-01-01
006 2015-01-01
006 2015-01-01
006 2014-01-01 DR SEAN MAZER
006 2014-01-01 2015-10-15
006 2013-01-01 DR. SEAN MAZER
006 2012-01-01 DR. SEAN MAZER DR. SEAN MAZER 2013-10-15
006 2011-01-01 ROBERT FEDERICI
006 2010-01-01 PAMELA CARTENSON
006 2009-01-01 ROBERT FEDERICI

Plan Statistics for NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN

Measure Date Value
2019: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
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 0
2018: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 168
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 147
Total of all active and inactive participants 2018-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 315
Number of participants with account balances 2018-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 160
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 130
Total of all active and inactive participants 2017-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 295
Number of participants with account balances 2017-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 160
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 125
Total of all active and inactive participants 2016-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 285
Number of participants with account balances 2016-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 153
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 130
Total of all active and inactive participants 2015-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 283
Number of participants with account balances 2015-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 150
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 108
Total of all active and inactive participants 2014-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 259
Number of participants with account balances 2014-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 148
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 111
Total of all active and inactive participants 2013-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 260
Number of participants with account balances 2013-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 157
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 108
Total of all active and inactive participants 2012-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 267
Number of participants with account balances 2012-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 134
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 93
Total of all active and inactive participants 2011-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 228
Number of participants with account balances 2011-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 114
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 113
Total of all active and inactive participants 2010-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 227
Number of participants with account balances 2010-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 14
2009: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 121
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 116
Total of all active and inactive participants 2009-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 237
Number of participants with account balances 2009-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 18

Measure	Date	Value
2019: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
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	0
2018: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	168
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	147
Total of all active and inactive participants	2018-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	315
Number of participants with account balances	2018-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	160
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	130
Total of all active and inactive participants	2017-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	295
Number of participants with account balances	2017-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	160
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	125
Total of all active and inactive participants	2016-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	285
Number of participants with account balances	2016-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	153
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	130
Total of all active and inactive participants	2015-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	283
Number of participants with account balances	2015-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	150
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	108
Total of all active and inactive participants	2014-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	259
Number of participants with account balances	2014-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	148
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	111
Total of all active and inactive participants	2013-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	260
Number of participants with account balances	2013-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	157
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	108
Total of all active and inactive participants	2012-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	267
Number of participants with account balances	2012-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	134
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	93
Total of all active and inactive participants	2011-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	228
Number of participants with account balances	2011-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	114
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	113
Total of all active and inactive participants	2010-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	227
Number of participants with account balances	2010-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	14
2009: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	121
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	116
Total of all active and inactive participants	2009-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	237
Number of participants with account balances	2009-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	18

Financial Data on NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-05-31	$0
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total transfer of assets from this plan	2019-05-31	$19,558,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$5,476
Expenses. Interest paid	2019-05-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$2,128,473
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$5,449,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$5,408,560
Expenses. Certain deemed distributions of participant loans	2019-05-31	$0
Value of total corrective distributions	2019-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$2,861
Value of total assets at end of year	2019-05-31	$0
Value of total assets at beginning of year	2019-05-31	$22,884,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$40,762
Total income from rents	2019-05-31	$0
Total interest from all sources	2019-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$0
Administrative expenses professional fees incurred	2019-05-31	$0
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$0
Participant contributions at end of year	2019-05-31	$0
Participant contributions at beginning of year	2019-05-31	$16,311
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$2,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-05-31	$5,476
Administrative expenses (other) incurred	2019-05-31	$40,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$-3,320,849
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$22,879,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Investment advisory and management fees	2019-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$5,256,677
Value of interest in pooled separate accounts at end of year	2019-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$17,600,502
Interest on participant loans	2019-05-31	$0
Income. Interest from loans (other than to participants)	2019-05-31	$0
Interest earned on other investments	2019-05-31	$0
Income. Interest from US Government securities	2019-05-31	$0
Income. Interest from corporate debt instruments	2019-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-05-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$307,444
Net investment gain/loss from pooled separate accounts	2019-05-31	$1,818,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$0
Employer contributions (assets) at end of year	2019-05-31	$0
Employer contributions (assets) at beginning of year	2019-05-31	$11,041
Income. Dividends from preferred stock	2019-05-31	$0
Income. Dividends from common stock	2019-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$5,408,560
Contract administrator fees	2019-05-31	$0
Did the plan have assets held for investment	2019-05-31	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	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Aggregate proceeds on sale of assets	2019-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-05-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	REDW LLC
Accountancy firm EIN	2019-05-31	850203431
2018 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
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	$5,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,476
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$682,423
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,805,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,736,765
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,824,972
Value of total assets at end of year	2018-12-31	$22,878,766
Value of total assets at beginning of year	2018-12-31	$24,001,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,436
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$868,074
Participant contributions at end of year	2018-12-31	$16,311
Participant contributions at beginning of year	2018-12-31	$22,972
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$302,387
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$5,476
Administrative expenses (other) incurred	2018-12-31	$68,436
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	$-1,122,778
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,873,290
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,996,068
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,250,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,329,567
Value of interest in pooled separate accounts at end of year	2018-12-31	$17,600,502
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$17,649,005
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-355,433
Net investment gain/loss from pooled separate accounts	2018-12-31	$-787,116
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	Yes
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	$654,511
Employer contributions (assets) at end of year	2018-12-31	$11,041
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,736,765
Contract administrator fees	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
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	REDW LLC
Accountancy firm EIN	2018-12-31	850203431
2017 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING 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	$5,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,243
Total income from all sources (including contributions)	2017-12-31	$5,075,598
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,213,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,148,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,563,256
Value of total assets at end of year	2017-12-31	$24,001,544
Value of total assets at beginning of year	2017-12-31	$22,149,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$65,043
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$815,532
Participant contributions at end of year	2017-12-31	$22,972
Participant contributions at beginning of year	2017-12-31	$32,213
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$59,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$5,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$15,243
Other income not declared elsewhere	2017-12-31	$27,346
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	$1,861,753
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,996,068
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,134,315
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
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,329,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,769,835
Value of interest in pooled separate accounts at end of year	2017-12-31	$17,649,005
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$16,347,510
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$834,163
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,650,833
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	Yes
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	$688,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,148,802
Contract administrator fees	2017-12-31	$65,043
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	REDW LLC
Accountancy firm EIN	2017-12-31	850203431
2016 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,998,566
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,515,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,424,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,437,026
Value of total assets at end of year	2016-12-31	$22,149,558
Value of total assets at beginning of year	2016-12-31	$23,651,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$91,776
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$803,032
Participant contributions at end of year	2016-12-31	$32,213
Participant contributions at beginning of year	2016-12-31	$41,173
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$15,243
Administrative expenses (other) incurred	2016-12-31	$91,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,517,247
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,134,315
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,651,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$1,310,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,769,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,451,230
Value of interest in pooled separate accounts at end of year	2016-12-31	$16,347,510
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$16,921,913
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$913,528
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,561,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$621,625
Employer contributions (assets) at beginning of year	2016-12-31	$13,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,424,037
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	REDW LLC
Accountancy firm EIN	2016-12-31	850203431
2015 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$23,061
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$23,061
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$888,159
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,150,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,108,014
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,306,180
Value of total assets at end of year	2015-12-31	$23,553,530
Value of total assets at beginning of year	2015-12-31	$23,815,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42,334
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$15,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$15,510
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$751,328
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$45
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$42,334
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$17,040,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-262,189
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,553,530
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,815,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Assets. partnership/joint venture interests at end of year	2015-12-31	$1,310,527
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$1,287,466
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,451,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,380,589
Value of interest in pooled separate accounts at end of year	2015-12-31	$16,878,245
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$913,528
Value of interest in common/collective trusts at beginning of year	2015-12-31	$904,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$177,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$177,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-470,418
Net investment gain or loss from common/collective trusts	2015-12-31	$13,826
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$554,852
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$25,272
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,108,014
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REDW LLC
Accountancy firm EIN	2015-12-31	850203431
2014 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$33,678
Total unrealized appreciation/depreciation of assets	2014-12-31	$33,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,627,549
Total loss/gain on sale of assets	2014-12-31	$212,548
Total of all expenses incurred	2014-12-31	$11,550,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,483,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,029,384
Value of total assets at end of year	2014-12-31	$23,815,719
Value of total assets at beginning of year	2014-12-31	$32,738,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$66,562
Total interest from all sources	2014-12-31	$30
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,357,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,356,116
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$704,337
Participant contributions at end of year	2014-12-31	$45
Participant contributions at beginning of year	2014-12-31	$3,552
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$4,844,250
Other income not declared elsewhere	2014-12-31	$5,478
Administrative expenses (other) incurred	2014-12-31	$66,562
Total non interest bearing cash at end of year	2014-12-31	$17,040,154
Total non interest bearing cash at beginning of year	2014-12-31	$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-8,922,604
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,815,719
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,738,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$1,287,466
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$1,032,986
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,380,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$23,606,550
Value of interest in common/collective trusts at end of year	2014-12-31	$904,650
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,145,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$177,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-65,548
Net investment gain or loss from common/collective trusts	2014-12-31	$54,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$325,047
Employer contributions (assets) at end of year	2014-12-31	$25,272
Employer contributions (assets) at beginning of year	2014-12-31	$105,580
Income. Dividends from common stock	2014-12-31	$961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,483,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$1,624,140
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,411,592
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REDW LLC
Accountancy firm EIN	2014-12-31	850203431
2013 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,479,386
Total loss/gain on sale of assets	2013-12-31	$1,733
Total of all expenses incurred	2013-12-31	$5,727,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,650,588
Value of total corrective distributions	2013-12-31	$1,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,053,512
Value of total assets at end of year	2013-12-31	$32,738,323
Value of total assets at beginning of year	2013-12-31	$30,986,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$75,922
Total interest from all sources	2013-12-31	$58
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$530,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$530,558
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$769,746
Participant contributions at end of year	2013-12-31	$3,552
Participant contributions at beginning of year	2013-12-31	$9,184
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$4,844,250
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$5,461,147
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$75,922
Total non interest bearing cash at end of year	2013-12-31	$189
Total non interest bearing cash at beginning of year	2013-12-31	$296,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,751,579
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,738,323
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$30,986,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$1,032,986
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$1,032,986
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$23,606,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,698,694
Interest earned on other investments	2013-12-31	$4
Value of interest in common/collective trusts at end of year	2013-12-31	$3,145,216
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,485,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,819,374
Net investment gain or loss from common/collective trusts	2013-12-31	$73,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,283,766
Employer contributions (assets) at end of year	2013-12-31	$105,580
Employer contributions (assets) at beginning of year	2013-12-31	$2,527
Income. Dividends from common stock	2013-12-31	$159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,650,588
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$3,416,469
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,414,736
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REYNOLD, HIX & CO., P.A.
Accountancy firm EIN	2013-12-31	850349798
2012 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,467,555
Total loss/gain on sale of assets	2012-12-31	$24,971
Total of all expenses incurred	2012-12-31	$1,656,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,593,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,038,662
Value of total assets at end of year	2012-12-31	$30,986,744
Value of total assets at beginning of year	2012-12-31	$27,175,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$63,158
Total interest from all sources	2012-12-31	$423
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$530,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$530,156
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$724,863
Participant contributions at end of year	2012-12-31	$9,184
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$5,461,147
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$5,545,942
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$40,403
Other income not declared elsewhere	2012-12-31	$135,364
Administrative expenses (other) incurred	2012-12-31	$63,158
Total non interest bearing cash at end of year	2012-12-31	$296,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,810,940
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$30,986,744
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,175,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$1,032,986
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$900,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,698,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,216,025
Value of interest in common/collective trusts at end of year	2012-12-31	$3,485,482
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,512,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$423
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,689,607
Net investment gain or loss from common/collective trusts	2012-12-31	$48,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,273,396
Employer contributions (assets) at end of year	2012-12-31	$2,527
Income. Dividends from common stock	2012-12-31	$126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,593,457
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,905,523
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,880,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REYNOLD, HIX & CO., P.A.
Accountancy firm EIN	2012-12-31	850349798
2011 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,506,229
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,999,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,960,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,834,278
Value of total assets at end of year	2011-12-31	$27,175,804
Value of total assets at beginning of year	2011-12-31	$27,668,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$39,068
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$621,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$621,651
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$688,911
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$5,545,942
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$6,506,593
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,029
Other income not declared elsewhere	2011-12-31	$67,454
Administrative expenses (other) incurred	2011-12-31	$39,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-492,959
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,175,804
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,668,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$900,855
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$833,401
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,216,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,225,696
Value of interest in common/collective trusts at end of year	2011-12-31	$3,512,982
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,103,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,067,586
Net investment gain or loss from common/collective trusts	2011-12-31	$50,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,132,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,960,120
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	REYNOLD, HIX & CO., P.A.
Accountancy firm EIN	2011-12-31	850349798
2010 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,892,283
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,721,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,689,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,845,137
Value of total assets at end of year	2010-12-31	$27,668,763
Value of total assets at beginning of year	2010-12-31	$25,497,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$31,627
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$621,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$621,689
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$720,799
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$19,120
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$6,506,593
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$5,700,482
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$36,788
Other income not declared elsewhere	2010-12-31	$-13,488
Administrative expenses (other) incurred	2010-12-31	$31,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,171,014
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,668,763
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,497,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$833,401
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$847,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,225,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,221,262
Value of interest in common/collective trusts at end of year	2010-12-31	$3,103,073
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,692,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,349,224
Net investment gain or loss from common/collective trusts	2010-12-31	$89,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,087,550
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$16,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,689,642
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	REYNOLDS, HIX & CO., PA
Accountancy firm EIN	2010-12-31	850349798
2009 : NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN

2019: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	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
2016: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	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: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW MEXICO HEART INSTITUTE, PA 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

635741

Policy instance

Insurance contract or identification number	635741
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,312
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,312
Insurance broker organization code?	3

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

635741

Policy instance

Insurance contract or identification number	635741
Number of Individuals Covered	256
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,187
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,187
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

300483

Policy instance

Insurance contract or identification number	300483
Number of Individuals Covered	265
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,633
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,320
Insurance broker organization code?	4
Additional information about fees paid to insurance broker	ADVISORY SERVICES TO PLAN SPONSORS

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

300483

Policy instance

Insurance contract or identification number	300483
Number of Individuals Covered	255
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,444
Total amount of fees paid to insurance company	USD $4,844
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,444
Insurance broker organization code?	4
Amount paid for insurance broker fees	4844
Additional information about fees paid to insurance broker	ADVISORY SERVICES TO PLAN SPONSORS
Insurance broker name	SWBC INVESTMENT ADVISORY SERVICES

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

300483

Policy instance

Insurance contract or identification number	300483
Number of Individuals Covered	238
Total amount of commissions paid to insurance broker	USD $8,164
Total amount of fees paid to insurance company	USD $3,588
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NEW MEXICO HEART INSTITUTE, P.A.
Employer identification number (EIN):	850424076
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)