401k Plan data: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN plan

CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN
Plan identification number	002

CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

CITRUS CARDIOLOGY CONSULTANTS, PA has sponsored the creation of one or more 401k plans.

Company Name: CITRUS CARDIOLOGY CONSULTANTS, PA

Employer identification number (EIN): 592123944

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 VINOD MIRYALA 2023-09-12
002 2021-01-01
002 2020-01-01 DR. VINOD MIRYALA 2021-10-06
002 2019-01-01 DR. VINOD MIRYALA 2020-07-30
002 2018-01-01 DR. VINOD MIRYALA 2019-08-26
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DR. STEPHEN STARK, MD 2015-07-21
002 2013-01-01 DR. STEPHEN STARK, MD 2014-07-29
002 2012-01-01 DR. STEPHEN STARK, MD 2013-10-03
002 2011-01-01 DR. STEPHEN STARK, MD 2012-07-26
002 2010-01-01 STEPHEN H. STARK 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	VINOD MIRYALA	2023-09-12
002	2021-01-01
002	2020-01-01	DR. VINOD MIRYALA	2021-10-06
002	2019-01-01	DR. VINOD MIRYALA	2020-07-30
002	2018-01-01	DR. VINOD MIRYALA	2019-08-26
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DR. STEPHEN STARK, MD	2015-07-21
002	2013-01-01	DR. STEPHEN STARK, MD	2014-07-29
002	2012-01-01	DR. STEPHEN STARK, MD	2013-10-03
002	2011-01-01	DR. STEPHEN STARK, MD	2012-07-26
002	2010-01-01	STEPHEN H. STARK	2011-10-06

Plan Statistics for CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN

401k plan membership statisitcs for CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN

Measure Date Value
2022: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 201
Number of participants with account balances 2022-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 196
Number of participants with account balances 2021-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 145
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 184
Number of participants with account balances 2020-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 158
Number of participants with account balances 2019-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	201
Number of participants with account balances	2022-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	196
Number of participants with account balances	2021-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	145
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	184
Number of participants with account balances	2020-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	158
Number of participants with account balances	2019-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN

Measure	Date	Value
2022 : CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING 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	$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	$-1,436,025
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$489,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$456,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,149,829
Value of total assets at end of year	2022-12-31	$13,132,088
Value of total assets at beginning of year	2022-12-31	$15,057,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,995
Total interest from all sources	2022-12-31	$43,310
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$747,524
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	$747,524
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$738,363
Participant contributions at end of year	2022-12-31	$127,724
Participant contributions at beginning of year	2022-12-31	$57,531
Other income not declared elsewhere	2022-12-31	$26,744
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	$-1,925,459
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,132,088
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,057,547
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	$27,023
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,696,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,674,332
Interest on participant loans	2022-12-31	$4,478
Interest earned on other investments	2022-12-31	$38,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,308,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,325,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,403,432
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	$411,466
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$456,439
Contract administrator fees	2022-12-31	$5,972
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
2021 : CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING 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	$3,204,274
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,479,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,473,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,095,332
Value of total assets at end of year	2021-12-31	$15,057,547
Value of total assets at beginning of year	2021-12-31	$15,332,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,169
Total interest from all sources	2021-12-31	$4,772
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,136,547
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	$1,136,547
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$650,466
Participant contributions at end of year	2021-12-31	$57,531
Participant contributions at beginning of year	2021-12-31	$126,985
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$82,987
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	$-275,124
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,057,547
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,332,671
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,674,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,859,803
Interest on participant loans	2021-12-31	$4,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,325,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,345,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$967,623
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	$361,879
Employer contributions (assets) at end of year	2021-12-31	$425
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,473,229
Contract administrator fees	2021-12-31	$6,169
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	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING 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	$2,886,749
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$525,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$521,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$862,541
Value of total assets at end of year	2020-12-31	$15,332,671
Value of total assets at beginning of year	2020-12-31	$12,971,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,056
Total interest from all sources	2020-12-31	$56,099
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$620,769
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	$620,769
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$554,766
Participant contributions at end of year	2020-12-31	$126,985
Participant contributions at beginning of year	2020-12-31	$176,031
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	$2,361,405
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,332,671
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,971,266
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,859,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,210,161
Interest on participant loans	2020-12-31	$10,226
Interest earned on other investments	2020-12-31	$45,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,345,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,585,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,347,340
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	$307,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$521,288
Contract administrator fees	2020-12-31	$4,056
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING 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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$27
Total income from all sources (including contributions)	2019-12-31	$3,076,607
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$667,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$663,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$869,276
Value of total assets at end of year	2019-12-31	$12,971,266
Value of total assets at beginning of year	2019-12-31	$10,562,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,354
Total interest from all sources	2019-12-31	$56,934
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$758,367
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	$758,367
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$529,708
Participant contributions at end of year	2019-12-31	$176,031
Participant contributions at beginning of year	2019-12-31	$159,909
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$57,486
Other income not declared elsewhere	2019-12-31	$383
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	$2,409,017
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,971,266
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,562,249
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,210,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,034,325
Interest on participant loans	2019-12-31	$7,437
Interest earned on other investments	2019-12-31	$49,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,585,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,368,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,391,647
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
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	$282,082
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$663,236
Contract administrator fees	2019-12-31	$4,354
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$27
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2019-12-31	263429295
2018 : CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$27
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$293,312
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,620,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,616,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$751,436
Value of total assets at end of year	2018-12-31	$10,562,276
Value of total assets at beginning of year	2018-12-31	$11,889,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,121
Total interest from all sources	2018-12-31	$44,830
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$805,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$805,821
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$493,323
Participant contributions at end of year	2018-12-31	$159,909
Participant contributions at beginning of year	2018-12-31	$139,744
Other income not declared elsewhere	2018-12-31	$3,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,326,908
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,562,249
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,889,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,034,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,701,799
Interest on participant loans	2018-12-31	$9,990
Interest earned on other investments	2018-12-31	$34,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,368,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,047,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,311,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$258,113
Employer contributions (assets) at end of year	2018-12-31	$17
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,616,099
Contract administrator fees	2018-12-31	$4,121
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$27
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-12-31	263429295

Form 5500 Responses for CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN

2022: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824552

Policy instance

Insurance contract or identification number	GA-824552
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,862
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3862
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

746782-01

Policy instance

Insurance contract or identification number	746782-01
Number of Individuals Covered	202
Insurance policy start date	2022-02-19
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824552

Policy instance

Insurance contract or identification number	GA-824552
Number of Individuals Covered	187
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $31,174
Total amount of fees paid to insurance company	USD $7,549
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,174
Insurance broker organization code?	3
Amount paid for insurance broker fees	7549
Additional information about fees paid to insurance broker	TPA ALLOWANCE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824552

Policy instance

Insurance contract or identification number	GA-824552
Number of Individuals Covered	184
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $31,228
Total amount of fees paid to insurance company	USD $6,233
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,228
Insurance broker organization code?	3
Amount paid for insurance broker fees	6233
Additional information about fees paid to insurance broker	TPA ALLOWANCE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA824552

Policy instance

Insurance contract or identification number	GA824552
Number of Individuals Covered	158
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $22,098
Total amount of fees paid to insurance company	USD $5,797
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,098
Insurance broker organization code?	3
Amount paid for insurance broker fees	5797
Additional information about fees paid to insurance broker	TPA ALLOWANCE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA824552

Policy instance

Insurance contract or identification number	GA824552
Number of Individuals Covered	129
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $29,860
Total amount of fees paid to insurance company	USD $4,586
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,860
Insurance broker organization code?	3
Amount paid for insurance broker fees	4586
Additional information about fees paid to insurance broker	TPA ALLOWANCE

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Company Name:	CITRUS CARDIOLOGY CONSULTANTS, PA
Employer identification number (EIN):	592123944
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)