401k Plan data: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN plan

RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN
Plan identification number	001

RENO HEART PHYSICIANS PROFIT SHARING 401K 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
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RENO HEART PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name: RENO HEART PHYSICIANS

Employer identification number (EIN): 880303924

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 JONATHAN MARSHALL JONATHAN MARSHALL 2013-02-07
001 2011-01-01 PENSION FILERS
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	JONATHAN MARSHALL	JONATHAN MARSHALL	2013-02-07
001	2011-01-01	PENSION FILERS
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN

401k plan membership statisitcs for RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN

Measure Date Value
2012: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 124
Total of all active and inactive participants 2011-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 124
Number of participants with account balances 2011-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 109
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 17
Total of all active and inactive participants 2009-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 126
Number of participants with account balances 2009-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2012: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	124
Total of all active and inactive participants	2011-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	124
Number of participants with account balances	2011-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	109
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	17
Total of all active and inactive participants	2009-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	126
Number of participants with account balances	2009-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN

Measure	Date	Value
2012 : RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-07-27	$721,698
Total of all expenses incurred	2012-07-27	$23,510,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-27	$23,486,186
Value of total assets at end of year	2012-07-27	$0
Value of total assets at beginning of year	2012-07-27	$22,788,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-27	$23,949
Total interest from all sources	2012-07-27	$139,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-07-27	$0
Administrative expenses professional fees incurred	2012-07-27	$22,929
Was this plan covered by a fidelity bond	2012-07-27	No
If this is an individual account plan, was there a blackout period	2012-07-27	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-27	$0
Were there any nonexempt tranactions with any party-in-interest	2012-07-27	No
Participant contributions at end of year	2012-07-27	$0
Participant contributions at beginning of year	2012-07-27	$85,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-27	No
Value of net income/loss	2012-07-27	$-22,788,437
Value of net assets at end of year (total assets less liabilities)	2012-07-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-07-27	$22,788,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-27	No
Were any leases to which the plan was party in default or uncollectible	2012-07-27	No
Investment advisory and management fees	2012-07-27	$1,020
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-27	$20,237,139
Interest on participant loans	2012-07-27	$1,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-07-27	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-07-27	$2,465,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-07-27	$2,465,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-07-27	$137,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-27	$582,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-27	No
Was there a failure to transmit to the plan any participant contributions	2012-07-27	No
Has the plan failed to provide any benefit when due under the plan	2012-07-27	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-27	$23,486,186
Did the plan have assets held for investment	2012-07-27	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-27	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-27	Disclaimer
Accountancy firm name	2012-07-27	MUCKEL ANDERSON CPAS
Accountancy firm EIN	2012-07-27	880350205
2011 : RENO HEART PHYSICIANS PROFIT SHARING 401K 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	$54,295
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$511,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$498,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$205,611
Value of total assets at end of year	2011-12-31	$22,788,437
Value of total assets at beginning of year	2011-12-31	$23,245,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,186
Total interest from all sources	2011-12-31	$491,085
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$12,246
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$134,365
Participant contributions at end of year	2011-12-31	$85,498
Participant contributions at beginning of year	2011-12-31	$143,877
Other income not declared elsewhere	2011-12-31	$24,060
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	$-457,456
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$22,788,437
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$23,245,893
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
Investment advisory and management fees	2011-12-31	$940
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$20,237,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,147,238
Interest on participant loans	2011-12-31	$4,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,465,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,126,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,126,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$486,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-666,461
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	$71,246
Employer contributions (assets) at beginning of year	2011-12-31	$828,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$498,565
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
2010 : RENO HEART PHYSICIANS PROFIT SHARING 401K 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	$3,365,252
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$301,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$287,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,413,357
Value of total assets at end of year	2010-12-31	$23,245,893
Value of total assets at beginning of year	2010-12-31	$20,181,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,799
Total interest from all sources	2010-12-31	$4,519
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$13,799
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$584,663
Participant contributions at end of year	2010-12-31	$143,877
Participant contributions at beginning of year	2010-12-31	$68,355
Participant contributions at beginning of year	2010-12-31	$25
Other income not declared elsewhere	2010-12-31	$18,865
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	$3,063,904
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,245,893
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,181,989
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,147,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$17,455,802
Interest on participant loans	2010-12-31	$4,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,126,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,816,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,816,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,928,511
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	$828,694
Employer contributions (assets) at end of year	2010-12-31	$828,694
Employer contributions (assets) at beginning of year	2010-12-31	$841,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$287,549
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MUCKEL ANDERSON CPAS
Accountancy firm EIN	2010-12-31	880350205
2009 : RENO HEART PHYSICIANS PROFIT SHARING 401K 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 RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN

2012: RENO HEART PHYSICIANS PROFIT SHARING 401K 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: RENO HEART PHYSICIANS PROFIT SHARING 401K 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
2009: RENO HEART PHYSICIANS PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RENO HEART PHYSICIANS
Employer identification number (EIN):	880303924
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners