MINNEAPOLIS HEART INSTITUTE FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MINNEAPOLIS HEART INSTITUTE FOUNDATION
| Measure | Date | Value |
|---|
| 2023 : MINNEAPOLIS HEART INSTITUTE FOUNDATION 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,332,072 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $912,329 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $875,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,690,948 |
| Value of total assets at end of year | 2023-12-31 | $11,826,699 |
| Value of total assets at beginning of year | 2023-12-31 | $9,406,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $37,160 |
| Total interest from all sources | 2023-12-31 | $4,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $14,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $14,810 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $764,049 |
| Participant contributions at end of year | 2023-12-31 | $22,860 |
| Participant contributions at beginning of year | 2023-12-31 | $57,809 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $412,554 |
| Other income not declared elsewhere | 2023-12-31 | $878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,419,743 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,826,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,406,956 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $680,797 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $632,574 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $5,062,308 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,056,483 |
| Interest on participant loans | 2023-12-31 | $1,840 |
| Interest earned on other investments | 2023-12-31 | $2,813 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $5,425,584 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $4,116,453 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $120,805 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $67,611 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $75,085 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $817,848 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $727,850 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $514,345 |
| Employer contributions (assets) at end of year | 2023-12-31 | $514,345 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $476,026 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $875,169 |
| Contract administrator fees | 2023-12-31 | $37,160 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,332,072 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $912,329 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $875,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,690,948 |
| Value of total assets at end of year | 2023-01-01 | $11,826,699 |
| Value of total assets at beginning of year | 2023-01-01 | $9,406,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $37,160 |
| Total interest from all sources | 2023-01-01 | $4,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $14,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $14,810 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $764,049 |
| Participant contributions at end of year | 2023-01-01 | $22,860 |
| Participant contributions at beginning of year | 2023-01-01 | $57,809 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $412,554 |
| Other income not declared elsewhere | 2023-01-01 | $878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,419,743 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $11,826,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,406,956 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $680,797 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $632,574 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $5,062,308 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,056,483 |
| Interest on participant loans | 2023-01-01 | $1,840 |
| Interest earned on other investments | 2023-01-01 | $2,813 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $5,425,584 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $4,116,453 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $120,805 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $67,611 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $75,085 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $817,848 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $727,850 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $514,345 |
| Employer contributions (assets) at end of year | 2023-01-01 | $514,345 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $476,026 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $875,169 |
| Contract administrator fees | 2023-01-01 | $37,160 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : MINNEAPOLIS HEART INSTITUTE FOUNDATION 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-299,273 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $843,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $809,656 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,598,018 |
| Value of total assets at end of year | 2022-12-31 | $9,406,956 |
| Value of total assets at beginning of year | 2022-12-31 | $10,550,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,323 |
| Total interest from all sources | 2022-12-31 | $2,894 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,140 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,140 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $634,016 |
| Participant contributions at end of year | 2022-12-31 | $57,809 |
| Participant contributions at beginning of year | 2022-12-31 | $35,639 |
| Participant contributions at beginning of year | 2022-12-31 | $22,320 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $487,976 |
| Other income not declared elsewhere | 2022-12-31 | $-1,990 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,143,252 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,406,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,550,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $632,574 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $840,961 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,056,483 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,826,411 |
| Interest on participant loans | 2022-12-31 | $2,616 |
| Interest earned on other investments | 2022-12-31 | $278 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,116,453 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,369,415 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $67,611 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-187,415 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-928,280 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-794,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $476,026 |
| Employer contributions (assets) at end of year | 2022-12-31 | $476,026 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $428,732 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $809,656 |
| Contract administrator fees | 2022-12-31 | $34,323 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-299,273 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $843,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $809,656 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,598,018 |
| Value of total assets at end of year | 2022-01-01 | $9,406,956 |
| Value of total assets at beginning of year | 2022-01-01 | $10,550,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $34,323 |
| Total interest from all sources | 2022-01-01 | $2,894 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $12,140 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $12,140 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $634,016 |
| Participant contributions at end of year | 2022-01-01 | $57,809 |
| Participant contributions at beginning of year | 2022-01-01 | $35,639 |
| Participant contributions at beginning of year | 2022-01-01 | $22,320 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $487,976 |
| Other income not declared elsewhere | 2022-01-01 | $-1,990 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,143,252 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,406,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $10,550,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $632,574 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $840,961 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,056,483 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $4,826,411 |
| Interest on participant loans | 2022-01-01 | $2,616 |
| Interest earned on other investments | 2022-01-01 | $278 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $4,116,453 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $4,369,415 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $67,611 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $26,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-187,415 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-928,280 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-794,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $476,026 |
| Employer contributions (assets) at end of year | 2022-01-01 | $476,026 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $428,732 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $809,656 |
| Contract administrator fees | 2022-01-01 | $34,323 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
