401k Plan data: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN plan

NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN
Plan identification number	008

NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

NEW MEXICO HEART INSTITUTE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NEW MEXICO HEART INSTITUTE, P.A.

Employer identification number (EIN): 850424076

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2017-01-01 SEAN MAZER 2018-10-11 SEAN MAZER 2018-10-11
008 2016-01-01 SEAN MAZER 2017-10-13 SEAN MAZER 2017-10-13
008 2015-01-01 SEAN MAZER 2016-10-15 SEAN MAZER 2016-10-15
008 2014-01-01 DR SEAN MAZER DR SEAN MAZER 2015-09-30
008 2013-01-01 SEAN MAZER SEAN MAZER 2014-08-13
008 2012-01-01 DR. SEAN MAZER DR. SEAN MAZER 2013-10-15
008 2011-01-01 ROBERT FEDERICI ROBERT FEDERICI 2012-08-17
008 2010-01-01 ROBERT FEDERICI ROBERT FEDERICI 2011-09-21
008 2009-01-01 ROBERT FEDERICI ROBERT FEDERICI 2010-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
008	2017-01-01	SEAN MAZER	2018-10-11	SEAN MAZER	2018-10-11
008	2016-01-01	SEAN MAZER	2017-10-13	SEAN MAZER	2017-10-13
008	2015-01-01	SEAN MAZER	2016-10-15	SEAN MAZER	2016-10-15
008	2014-01-01	DR SEAN MAZER		DR SEAN MAZER	2015-09-30
008	2013-01-01	SEAN MAZER		SEAN MAZER	2014-08-13
008	2012-01-01	DR. SEAN MAZER		DR. SEAN MAZER	2013-10-15
008	2011-01-01	ROBERT FEDERICI		ROBERT FEDERICI	2012-08-17
008	2010-01-01	ROBERT FEDERICI		ROBERT FEDERICI	2011-09-21
008	2009-01-01	ROBERT FEDERICI		ROBERT FEDERICI	2010-09-02

Plan Statistics for NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN

Measure Date Value
2016: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 223,253
Acturial value of plan assets 2016-12-31 223,253
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 273,201
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 273,201
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 273,201
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 20,947
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 16,358
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 4,589
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 4,623
Total employer contributions 2016-12-31 141,330
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 130,973
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 54,571
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 19,681
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 19,681
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 130,973
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	223,253
Acturial value of plan assets	2016-12-31	223,253
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	273,201
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	273,201
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	273,201
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	20,947
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	16,358
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	4,589
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	4,623
Total employer contributions	2016-12-31	141,330
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	130,973
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	54,571
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	19,681
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	19,681
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	130,973
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$6,514
Expenses. Total of all expenses incurred	2014-12-31	$393,710
Benefits paid (including direct rollovers)	2014-12-31	$393,710
Total plan assets at end of year	2014-12-31	$221,602
Total plan assets at beginning of year	2014-12-31	$608,798
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,514
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-387,196
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$221,602
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$608,798
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$53,655
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$608,798
Total plan assets at beginning of year	2013-12-31	$555,143
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$33,655
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$53,655
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$608,798
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$555,143
Total contributions received or receivable from employer(s)	2013-12-31	$20,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$126,123
Expenses. Total of all expenses incurred	2012-12-31	$95,413
Benefits paid (including direct rollovers)	2012-12-31	$95,413
Total plan assets at end of year	2012-12-31	$555,143
Total plan assets at beginning of year	2012-12-31	$524,433
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$36,456
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$30,710
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$555,143
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$524,433
Total contributions received or receivable from employer(s)	2012-12-31	$89,667
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$63,905
Expenses. Total of all expenses incurred	2011-12-31	$219
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$524,433
Total plan assets at beginning of year	2011-12-31	$460,747
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$219
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-6,675
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63,686
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$524,433
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$460,747
Total contributions received or receivable from employer(s)	2011-12-31	$70,580
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$97,114
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$460,747
Total plan assets at beginning of year	2010-12-31	$363,633
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$22,114
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$97,114
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$460,747
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$363,633
Total contributions received or receivable from employer(s)	2010-12-31	$75,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN

2014: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW MEXICO HEART INSTITUTE, P.A. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW MEXICO HEART INSTITUTE, P.A.
Employer identification number (EIN):	850424076
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)