401k Plan data: SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN plan

SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.

401k Sponsoring company profile

SOUTHWEST HEART, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST HEART, P.C.

Employer identification number (EIN): 861007230

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2006-01-01 JOHN HOLZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2006-01-01	JOHN HOLZ

Plan Statistics for SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2006: SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 25
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 11
Total of all active and inactive participants 2006-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 36
Number of participants with account balances 2006-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2006: SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	25
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	11
Total of all active and inactive participants	2006-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	36
Number of participants with account balances	2006-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2006 : SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0

Form 5500 Responses for SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN

2006: SOUTHWEST HEART, P.C. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	Yes
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SOUTHWEST HEART, P.C. 401(K) PLAN [EIN = 202605363]

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Company Name:	SOUTHWEST HEART, P.C.
Employer identification number (EIN):	861007230