HEARTLAND CARDIOLOGY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN 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 | $2,167 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,424,830 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $6,861,489 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $6,716,528 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,644,348 |
| Value of total assets at end of year | 2023-12-31 | $13,714,580 |
| Value of total assets at beginning of year | 2023-12-31 | $17,153,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $144,961 |
| Total interest from all sources | 2023-12-31 | $245,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| 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 | $542,475 |
| Participant contributions at end of year | 2023-12-31 | $60,791 |
| Participant contributions at beginning of year | 2023-12-31 | $72,184 |
| Participant contributions at end of year | 2023-12-31 | $17,838 |
| Participant contributions at beginning of year | 2023-12-31 | $2,250 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $55,928 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $2,167 |
| 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 | $-3,436,659 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $13,714,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $17,151,239 |
| 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 | $171,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $133,658 |
| Interest on participant loans | 2023-12-31 | $2,887 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $112,487 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $455,337 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $455,337 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $242,492 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $6,398,301 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $5,360,891 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $1,994,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,535,103 |
| 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 | $1,045,945 |
| Employer contributions (assets) at end of year | 2023-12-31 | $1,045,945 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $1,121,092 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $6,716,528 |
| Contract administrator fees | 2023-12-31 | $1,935 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $5,907,271 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $8,013,150 |
| 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 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2023-12-31 | 480573184 |
| 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 | $2,167 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,424,830 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $6,861,489 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $6,716,528 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,644,348 |
| Value of total assets at end of year | 2023-01-01 | $13,714,580 |
| Value of total assets at beginning of year | 2023-01-01 | $17,153,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $144,961 |
| Total interest from all sources | 2023-01-01 | $245,379 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| 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 | $542,475 |
| Participant contributions at end of year | 2023-01-01 | $60,791 |
| Participant contributions at beginning of year | 2023-01-01 | $72,184 |
| Participant contributions at end of year | 2023-01-01 | $17,838 |
| Participant contributions at beginning of year | 2023-01-01 | $2,250 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $55,928 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $2,167 |
| 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 | $-3,436,659 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $13,714,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $17,151,239 |
| 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 | $171,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $133,658 |
| Interest on participant loans | 2023-01-01 | $2,887 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $112,487 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $242,492 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $6,398,301 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $5,360,891 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $1,994,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,535,103 |
| 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 | $1,045,945 |
| Employer contributions (assets) at end of year | 2023-01-01 | $1,045,945 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $1,121,092 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $6,716,528 |
| Contract administrator fees | 2023-01-01 | $1,935 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $5,907,271 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $8,013,150 |
| 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 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2023-01-01 | 480573184 |
| 2022 : HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN 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 | $2,167 |
| 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 | $-33,666 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $976,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $844,213 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,746,231 |
| Value of total assets at end of year | 2022-12-31 | $17,153,406 |
| Value of total assets at beginning of year | 2022-12-31 | $18,161,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $132,112 |
| Total interest from all sources | 2022-12-31 | $3,697 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $38,256 |
| 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 | $38,256 |
| Administrative expenses professional fees incurred | 2022-12-31 | $3,005 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| 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 | $546,111 |
| Participant contributions at end of year | 2022-12-31 | $72,184 |
| Participant contributions at beginning of year | 2022-12-31 | $124,188 |
| Participant contributions at end of year | 2022-12-31 | $2,250 |
| Participant contributions at beginning of year | 2022-12-31 | $2,167 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $102,618 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,167 |
| 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 | $-1,009,991 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,151,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,161,230 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $129,107 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $133,658 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
| Interest on participant loans | 2022-12-31 | $3,697 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $455,337 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,346,016 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,346,016 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,360,891 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,602,127 |
| Asset value of US Government securities at end of year | 2022-12-31 | $1,994,844 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-790,985 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,030,865 |
| 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 | $1,097,502 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,121,092 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,003,973 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $844,213 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $8,013,150 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $9,082,759 |
| 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 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2022-12-31 | 480573184 |
| 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 | $2,167 |
| 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 | $-33,666 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $976,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $844,213 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,746,231 |
| Value of total assets at end of year | 2022-01-01 | $17,153,406 |
| Value of total assets at beginning of year | 2022-01-01 | $18,161,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $132,112 |
| Total interest from all sources | 2022-01-01 | $3,697 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $38,256 |
| 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 | $38,256 |
| Administrative expenses professional fees incurred | 2022-01-01 | $3,005 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| 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 | $546,111 |
| Participant contributions at end of year | 2022-01-01 | $72,184 |
| Participant contributions at beginning of year | 2022-01-01 | $124,188 |
| Participant contributions at end of year | 2022-01-01 | $2,250 |
| Participant contributions at beginning of year | 2022-01-01 | $2,167 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $102,618 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $2,167 |
| 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 | $-1,009,991 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $17,151,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $18,161,230 |
| 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 |
| Investment advisory and management fees | 2022-01-01 | $129,107 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $133,658 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $0 |
| Interest on participant loans | 2022-01-01 | $3,697 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $455,337 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $5,360,891 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $5,602,127 |
| Asset value of US Government securities at end of year | 2022-01-01 | $1,994,844 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-790,985 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,030,865 |
| 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 | $1,097,502 |
| Employer contributions (assets) at end of year | 2022-01-01 | $1,121,092 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,003,973 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $844,213 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $8,013,150 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $9,082,759 |
| 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 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2022-01-01 | 480573184 |
| 2021 : HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,248,736 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,511,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,393,195 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,644,309 |
| Value of total assets at end of year | 2021-12-31 | $18,161,230 |
| Value of total assets at beginning of year | 2021-12-31 | $15,424,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $118,790 |
| Total interest from all sources | 2021-12-31 | $3,956 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $73,571 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $73,571 |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,735 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $532,474 |
| Participant contributions at end of year | 2021-12-31 | $124,188 |
| Participant contributions at beginning of year | 2021-12-31 | $113,131 |
| Participant contributions at end of year | 2021-12-31 | $2,167 |
| Participant contributions at beginning of year | 2021-12-31 | $127 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $117,573 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,736,751 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,161,230 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,424,479 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $116,055 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $87,782 |
| Interest on participant loans | 2021-12-31 | $3,956 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,346,016 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,234,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,234,095 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,602,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,324,585 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $804,312 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,722,588 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $994,262 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,003,973 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $890,235 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,393,195 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $9,082,759 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $6,774,524 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2021-12-31 | 480573184 |
| 2020 : HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,048,353 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $832,446 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $751,619 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,366,348 |
| Value of total assets at end of year | 2020-12-31 | $15,424,479 |
| Value of total assets at beginning of year | 2020-12-31 | $13,208,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $80,827 |
| Total interest from all sources | 2020-12-31 | $807 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $82,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $82,064 |
| Administrative expenses professional fees incurred | 2020-12-31 | $2,195 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $463,827 |
| Participant contributions at end of year | 2020-12-31 | $113,131 |
| Participant contributions at end of year | 2020-12-31 | $127 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $7,610,337 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $49,698 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,643 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,215,907 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,424,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,208,572 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $78,632 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $87,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $787,666 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $417,397 |
| Interest on participant loans | 2020-12-31 | $807 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,351,216 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,234,095 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,324,585 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $233,911 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $949,556 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $649,578 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $852,823 |
| Employer contributions (assets) at end of year | 2020-12-31 | $890,235 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $805,402 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $751,619 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $6,774,524 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2020-12-31 | 480573184 |
| 2019 : HEARTLAND CARDIOLOGY, LLC PROFIT SHARING 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,738 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,738 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,317,907 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,317,907 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $312,857 |
| Total of all expenses incurred | 2019-12-31 | $312,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $241,361 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,212,590 |
| Value of total assets at end of year | 2019-12-31 | $13,208,572 |
| Value of total assets at end of year | 2019-12-31 | $13,208,572 |
| Value of total assets at beginning of year | 2019-12-31 | $10,212,260 |
| Value of total assets at beginning of year | 2019-12-31 | $10,212,260 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $71,496 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $71,496 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $157,222 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $157,222 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $157,222 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $157,222 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
| Administrative expenses professional fees incurred | 2019-12-31 | $1,740 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $435,704 |
| Contributions received from participants | 2019-12-31 | $435,704 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $7,610,337 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $7,610,337 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,643 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,643 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $127 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $127 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $8,738 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $8,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,005,050 |
| Value of net income/loss | 2019-12-31 | $3,005,050 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,208,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,203,522 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,203,522 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $69,756 |
| Investment advisory and management fees | 2019-12-31 | $69,756 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $787,666 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $69,376 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $417,397 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,659,911 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,351,216 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,351,216 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $183,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $183,025 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $183,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $183,025 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $233,911 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $233,911 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $1,776,413 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $1,776,413 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,224,151 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,224,151 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $723,944 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $723,944 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $776,886 |
| Contributions received in cash from employer | 2019-12-31 | $776,886 |
| Employer contributions (assets) at end of year | 2019-12-31 | $805,402 |
| Employer contributions (assets) at end of year | 2019-12-31 | $805,402 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $696,821 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $696,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $241,361 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $241,361 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $3,826,587 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $3,826,587 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm name | 2019-12-31 | REGIER CARR & MONROE, LLP, CPAS |
| Accountancy firm EIN | 2019-12-31 | 480573184 |
| Accountancy firm EIN | 2019-12-31 | 480573184 |
