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HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN 401k Plan overview

Plan NameHEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN
Plan identification number 001

HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN Benefits

401k Plan TypeDefined 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.
  • 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

HEARTCARE CLINIC OF THE SOUTH has sponsored the creation of one or more 401k plans.

Company Name:HEARTCARE CLINIC OF THE SOUTH
Employer identification number (EIN):200108755
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01LEE DAVIS2022-10-17
0012020-01-01LEE DAVIS2021-09-03
0012019-01-01LEE DAVIS2020-09-16
0012018-01-01LEE DAVIS2019-08-27
0012017-01-01LEE DAVIS2018-10-15
0012016-01-01LEE DAVIS2017-10-16
0012015-01-01LEE DAVIS2016-10-17
0012014-01-01LEE DAVIS2015-10-15
0012013-01-01LEE DAVIS
0012012-01-01LEE DAVIS2013-10-14 LEE DAVIS2013-10-14
0012011-01-01LEE DAVIS2012-10-08 LEE DAVIS2012-10-08
0012010-01-01LEE DAVIS MD2011-10-17 LEE DAVIS MD2011-10-17
0012009-01-01LEE DAVIS2011-10-17 LEE DAVIS2011-10-17

Plan Statistics for HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN

401k plan membership statisitcs for HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN

Measure Date Value
2013: HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN

Measure Date Value
2013 : HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN 2013 401k financial data
Total income from all sources2013-12-31$48,155
Expenses. Total of all expenses incurred2013-12-31$3,111
Benefits paid (including direct rollovers)2013-12-31$3,111
Total plan assets at end of year2013-12-31$439,814
Total plan assets at beginning of year2013-12-31$394,770
Value of fidelity bond covering the plan2013-12-31$35,000
Other income received2013-12-31$48,155
Net income (gross income less expenses)2013-12-31$45,044
Net plan assets at end of year (total assets less liabilities)2013-12-31$439,814
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$394,770
Assets. Value of employer real property2013-12-31$14,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN

2013: HEARTCARE CLINIC OF THE SOUTH HEARTCARE CLINIC OF THE SOUTH 401(K) PROFIT SHARIN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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