CARDIOVASCULAR INSTITUTE OF THE SOU has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN
401k plan membership statisitcs for CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $20,825 |
Total transfer of assets from this plan | 2022-12-31 | $612 |
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 | $-16,591,055 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,026,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,784,639 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,692,504 |
Value of total assets at end of year | 2022-12-31 | $128,922,406 |
Value of total assets at beginning of year | 2022-12-31 | $150,520,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $234,493 |
Total interest from all sources | 2022-12-31 | $113,864 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,464,570 |
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 | $2,464,570 |
Administrative expenses professional fees incurred | 2022-12-31 | $43,418 |
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 | $4,852,112 |
Participant contributions at end of year | 2022-12-31 | $1,000,749 |
Participant contributions at beginning of year | 2022-12-31 | $935,096 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $844,174 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,125,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $449,965 |
Other income not declared elsewhere | 2022-12-31 | $-293,125 |
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 | $-21,617,882 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $128,922,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $150,520,075 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $49,764,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,505,253 |
Interest on participant loans | 2022-12-31 | $46,391 |
Interest earned on other investments | 2022-12-31 | $67,473 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $73,462,650 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $82,891,246 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,850,004 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,063,177 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,890,729 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-14,678,139 |
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 | $5,390,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,784,639 |
Contract administrator fees | 2022-12-31 | $191,075 |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-12-31 | 871363769 |
2021 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $16,365 |
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 | $29,750,031 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,687,904 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,511,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,596,656 |
Value of total assets at end of year | 2021-12-31 | $150,520,075 |
Value of total assets at beginning of year | 2021-12-31 | $125,474,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $175,940 |
Total interest from all sources | 2021-12-31 | $81,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,469,389 |
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 | $4,469,389 |
Administrative expenses professional fees incurred | 2021-12-31 | $175,940 |
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 | $4,437,050 |
Participant contributions at end of year | 2021-12-31 | $935,096 |
Participant contributions at beginning of year | 2021-12-31 | $757,458 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,125,303 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $849,132 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $338,296 |
Other income not declared elsewhere | 2021-12-31 | $392,698 |
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 | $25,062,127 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $150,520,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $125,474,313 |
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 | $62,505,253 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $52,070,662 |
Interest on participant loans | 2021-12-31 | $46,507 |
Interest earned on other investments | 2021-12-31 | $34,774 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $82,891,246 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $69,519,613 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,063,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,277,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,362,047 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,847,960 |
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 | $4,821,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,511,964 |
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 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2021-12-31 | 721202445 |
2020 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2020 401k financial data |
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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 | $28,022,041 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $15,903,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,690,867 |
Value of total corrective distributions | 2020-12-31 | $14,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,481,852 |
Value of total assets at end of year | 2020-12-31 | $125,474,313 |
Value of total assets at beginning of year | 2020-12-31 | $113,356,206 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $198,450 |
Total interest from all sources | 2020-12-31 | $61,036 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,101,887 |
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 | $3,101,887 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,085,899 |
Participant contributions at end of year | 2020-12-31 | $757,458 |
Participant contributions at beginning of year | 2020-12-31 | $238,753 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $849,132 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,331,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $885,755 |
Other income not declared elsewhere | 2020-12-31 | $1,233,187 |
Administrative expenses (other) incurred | 2020-12-31 | $198,450 |
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 | $12,118,107 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $125,474,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $113,356,206 |
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 | $52,070,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $62,985,805 |
Interest on participant loans | 2020-12-31 | $22,753 |
Interest earned on other investments | 2020-12-31 | $38,283 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $69,519,613 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $42,832,735 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,277,448 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,967,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,213,453 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $7,930,626 |
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 | $4,510,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,690,867 |
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 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2020-12-31 | 721202445 |
2019 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2019 401k financial data |
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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 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $30,873,247 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,845,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,653,436 |
Value of total corrective distributions | 2019-12-31 | $2,828 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,333,986 |
Value of total assets at end of year | 2019-12-31 | $113,356,206 |
Value of total assets at beginning of year | 2019-12-31 | $90,328,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $188,900 |
Total interest from all sources | 2019-12-31 | $166,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,884,383 |
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 | $2,884,383 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,818,278 |
Participant contributions at end of year | 2019-12-31 | $238,753 |
Participant contributions at beginning of year | 2019-12-31 | $285,295 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,331,286 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,037,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $362,751 |
Other income not declared elsewhere | 2019-12-31 | $1,126,271 |
Administrative expenses (other) incurred | 2019-12-31 | $188,900 |
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 | $23,028,083 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $113,356,206 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $90,328,123 |
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 | $62,985,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,581,632 |
Interest on participant loans | 2019-12-31 | $12,908 |
Interest earned on other investments | 2019-12-31 | $153,581 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $42,832,735 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $30,546,203 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,967,627 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,877,852 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,315,568 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $7,046,550 |
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 | $4,152,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,653,436 |
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 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2019-12-31 | 721202445 |
2018 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2018 401k financial data |
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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 | $0 |
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 | $2,006,445 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,386,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,232,497 |
Value of total corrective distributions | 2018-12-31 | $36,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,799,015 |
Value of total assets at end of year | 2018-12-31 | $90,328,123 |
Value of total assets at beginning of year | 2018-12-31 | $90,708,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $117,391 |
Total interest from all sources | 2018-12-31 | $89,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,805,133 |
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 | $4,805,133 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,343,432 |
Participant contributions at end of year | 2018-12-31 | $285,295 |
Participant contributions at beginning of year | 2018-12-31 | $330,542 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $3,037,141 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,240,146 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $206,137 |
Other income not declared elsewhere | 2018-12-31 | $-334,655 |
Administrative expenses (other) incurred | 2018-12-31 | $117,391 |
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 | $-380,404 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $90,328,123 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $90,708,527 |
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 | $52,581,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $82,682,037 |
Interest on participant loans | 2018-12-31 | $15,316 |
Interest earned on other investments | 2018-12-31 | $73,892 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $30,546,203 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,877,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $4,455,802 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,389,470 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $37,214 |
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 | $3,249,446 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,232,497 |
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 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2018-12-31 | 721202445 |
2017 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $21,093,775 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,892,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,772,328 |
Value of total corrective distributions | 2017-12-31 | $22,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,565,409 |
Value of total assets at end of year | 2017-12-31 | $90,708,527 |
Value of total assets at beginning of year | 2017-12-31 | $73,507,712 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $98,364 |
Total interest from all sources | 2017-12-31 | $74,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,471,473 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $4,471,473 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,894,023 |
Participant contributions at end of year | 2017-12-31 | $330,542 |
Participant contributions at beginning of year | 2017-12-31 | $335,146 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,240,146 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,930,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $757,708 |
Other income not declared elsewhere | 2017-12-31 | $1,349,088 |
Administrative expenses (other) incurred | 2017-12-31 | $98,364 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $17,200,815 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $90,708,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $73,507,712 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $82,682,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $66,956,108 |
Interest on participant loans | 2017-12-31 | $15,796 |
Interest earned on other investments | 2017-12-31 | $59,059 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $4,455,802 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $4,285,521 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,632,950 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,913,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,772,328 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2017-12-31 | 721202445 |
2016 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $11,017,038 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,640,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,567,414 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $14,823 |
Value of total corrective distributions | 2016-12-31 | $40,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,440,809 |
Value of total assets at end of year | 2016-12-31 | $73,507,712 |
Value of total assets at beginning of year | 2016-12-31 | $68,131,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,700 |
Total interest from all sources | 2016-12-31 | $80,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,542,429 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,542,429 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,249,299 |
Participant contributions at end of year | 2016-12-31 | $335,146 |
Participant contributions at beginning of year | 2016-12-31 | $233,487 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,930,937 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,122,063 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $412,906 |
Other income not declared elsewhere | 2016-12-31 | $574,910 |
Administrative expenses (other) incurred | 2016-12-31 | $17,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,376,276 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $73,507,712 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,131,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $66,956,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $62,256,959 |
Interest on participant loans | 2016-12-31 | $11,792 |
Interest earned on other investments | 2016-12-31 | $68,903 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $4,285,521 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $4,518,927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,378,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,778,604 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,567,414 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2016-12-31 | 721202445 |
2015 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,516,270 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,461,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,400,606 |
Value of total corrective distributions | 2015-12-31 | $9,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,208,686 |
Value of total assets at end of year | 2015-12-31 | $68,131,436 |
Value of total assets at beginning of year | 2015-12-31 | $67,076,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $50,800 |
Total interest from all sources | 2015-12-31 | $21,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,565,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,565,279 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,148,610 |
Participant contributions at end of year | 2015-12-31 | $233,487 |
Participant contributions at beginning of year | 2015-12-31 | $200,828 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,122,063 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,274,649 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $456,176 |
Other income not declared elsewhere | 2015-12-31 | $-153,857 |
Administrative expenses (other) incurred | 2015-12-31 | $50,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,054,953 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $68,131,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $67,076,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $62,256,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $61,332,079 |
Interest on participant loans | 2015-12-31 | $9,085 |
Interest earned on other investments | 2015-12-31 | $12,875 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,518,927 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,268,927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,173,265 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $47,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,603,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,400,606 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2015-12-31 | 721202445 |
2014 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $9,231,584 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,335,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,333,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,685,456 |
Value of total assets at end of year | 2014-12-31 | $67,076,483 |
Value of total assets at beginning of year | 2014-12-31 | $63,180,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,200 |
Total interest from all sources | 2014-12-31 | $5,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,780,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,780,069 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,042,911 |
Participant contributions at end of year | 2014-12-31 | $200,828 |
Participant contributions at beginning of year | 2014-12-31 | $111,260 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,274,649 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,959,224 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $140,867 |
Other income not declared elsewhere | 2014-12-31 | $415,858 |
Administrative expenses (other) incurred | 2014-12-31 | $2,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,895,791 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $67,076,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,180,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $61,332,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,237,701 |
Interest on participant loans | 2014-12-31 | $5,673 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,268,927 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,872,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-701,174 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $45,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,501,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,333,593 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2014-12-31 | 721202445 |
2013 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $14,620,659 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,257,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,229,016 |
Value of total corrective distributions | 2013-12-31 | $27,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,546,742 |
Value of total assets at end of year | 2013-12-31 | $63,180,692 |
Value of total assets at beginning of year | 2013-12-31 | $51,817,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,075 |
Total interest from all sources | 2013-12-31 | $4,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,418,756 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,418,756 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,005,630 |
Participant contributions at end of year | 2013-12-31 | $111,260 |
Participant contributions at beginning of year | 2013-12-31 | $111,098 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,959,224 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,842,676 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $116,288 |
Other income not declared elsewhere | 2013-12-31 | $135,095 |
Administrative expenses (other) incurred | 2013-12-31 | $1,075 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $11,363,438 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,180,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,817,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $56,237,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $44,351,498 |
Interest on participant loans | 2013-12-31 | $4,904 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,872,507 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,511,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,448,820 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $66,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,424,824 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,229,016 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2013-12-31 | 721202445 |
2012 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $10,041,929 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,794,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,793,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,164,325 |
Value of total assets at end of year | 2012-12-31 | $51,817,254 |
Value of total assets at beginning of year | 2012-12-31 | $43,569,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,177 |
Total interest from all sources | 2012-12-31 | $4,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,453,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,453,457 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,874,623 |
Participant contributions at end of year | 2012-12-31 | $111,098 |
Participant contributions at beginning of year | 2012-12-31 | $122,001 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,842,676 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $899,713 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $85,466 |
Other income not declared elsewhere | 2012-12-31 | $13,196 |
Administrative expenses (other) incurred | 2012-12-31 | $1,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,247,697 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,817,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,569,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $44,351,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $38,489,173 |
Interest on participant loans | 2012-12-31 | $4,614 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,511,982 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,058,670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,325,140 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $81,197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,204,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,793,055 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2012-12-31 | 721202445 |
2011 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,074,819 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,459,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,435,092 |
Value of total corrective distributions | 2011-12-31 | $22,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,954,146 |
Value of total assets at end of year | 2011-12-31 | $43,569,557 |
Value of total assets at beginning of year | 2011-12-31 | $42,953,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,368 |
Total interest from all sources | 2011-12-31 | $5,517 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,279,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,279,384 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,741,974 |
Participant contributions at end of year | 2011-12-31 | $122,001 |
Participant contributions at beginning of year | 2011-12-31 | $149,359 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $899,713 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $902,043 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $99,675 |
Other income not declared elsewhere | 2011-12-31 | $-60,687 |
Administrative expenses (other) incurred | 2011-12-31 | $1,368 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $615,598 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $43,569,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $42,953,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $38,489,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $40,862,354 |
Interest on participant loans | 2011-12-31 | $5,517 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,058,670 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,040,203 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,160,201 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $56,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | Yes |
Contributions received in cash from employer | 2011-12-31 | $2,112,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,435,092 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2011-12-31 | 721202445 |
2010 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $8,631,401 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,530,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,528,659 |
Value of total corrective distributions | 2010-12-31 | $288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,811,046 |
Value of total assets at end of year | 2010-12-31 | $42,953,959 |
Value of total assets at beginning of year | 2010-12-31 | $37,853,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,600 |
Total interest from all sources | 2010-12-31 | $1,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $583,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $583,911 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,642,654 |
Participant contributions at end of year | 2010-12-31 | $149,359 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $902,043 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $14,219 |
Other income not declared elsewhere | 2010-12-31 | $173,588 |
Administrative expenses (other) incurred | 2010-12-31 | $1,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,100,854 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,953,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,853,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $40,862,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,825,191 |
Interest on participant loans | 2010-12-31 | $1,103 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,040,203 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,027,914 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,135,741 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $926,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,154,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,528,659 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | POSTLETHWAITE & NETTERVILLE, APAC |
Accountancy firm EIN | 2010-12-31 | 721202445 |
2009 : CARDIOVASCULAR INSTITUTE OF THE SOUTH 401 K PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |