401k Plan data: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN plan

BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN
Plan identification number	001

BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BILTMORE CARDIOLOGY, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: BILTMORE CARDIOLOGY, P.L.L.C.

Employer identification number (EIN): 860760282

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 NEAL KLEIN NEAL KLEIN 2018-10-09
001 2016-01-01 NEAL KLEIN NEAL KLEIN 2017-09-25
001 2015-01-01 NEAL KLEIN NEAL KLEIN 2016-10-10
001 2014-01-01 NEAL KLEIN NEAL KLEIN 2015-10-15
001 2013-01-01 NEAL KLEIN NEAL KLEIN 2014-10-14
001 2012-01-01 NEAL KLEIN NEAL KLEIN 2013-10-15
001 2011-01-01 PETER MAKI PETER MAKI 2012-10-15
001 2010-01-01 PETER MAKI 2012-10-15 PETER MAKI 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	NEAL KLEIN		NEAL KLEIN	2018-10-09
001	2016-01-01	NEAL KLEIN		NEAL KLEIN	2017-09-25
001	2015-01-01	NEAL KLEIN		NEAL KLEIN	2016-10-10
001	2014-01-01	NEAL KLEIN		NEAL KLEIN	2015-10-15
001	2013-01-01	NEAL KLEIN		NEAL KLEIN	2014-10-14
001	2012-01-01	NEAL KLEIN		NEAL KLEIN	2013-10-15
001	2011-01-01	PETER MAKI		PETER MAKI	2012-10-15
001	2010-01-01	PETER MAKI	2012-10-15	PETER MAKI	2012-10-15

Plan Statistics for BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2020: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 102
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 104
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 152
Number of participants with account balances 2018-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 91
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 137
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 91
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 57
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 87
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 60
Total of all active and inactive participants 2015-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 147
Number of participants with account balances 2015-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 86
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 69
Total of all active and inactive participants 2014-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 155
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 83
Number of other retired or separated participants entitled to future benefits 2013-01-01 53
Total of all active and inactive participants 2013-01-01 136
Total participants 2013-01-01 136
Number of participants with account balances 2013-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 78
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 63
Total of all active and inactive participants 2012-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 141
Number of participants with account balances 2012-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
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 62
Total of all active and inactive participants 2011-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 137
Number of participants with account balances 2011-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17

Measure	Date	Value
2020: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	102
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	104
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	152
Number of participants with account balances	2018-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	91
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	137
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	91
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	57
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	87
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	60
Total of all active and inactive participants	2015-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	147
Number of participants with account balances	2015-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	86
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	69
Total of all active and inactive participants	2014-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	155
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	83
Number of other retired or separated participants entitled to future benefits	2013-01-01	53
Total of all active and inactive participants	2013-01-01	136
Total participants	2013-01-01	136
Number of participants with account balances	2013-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	78
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	63
Total of all active and inactive participants	2012-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	141
Number of participants with account balances	2012-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
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	62
Total of all active and inactive participants	2011-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	137
Number of participants with account balances	2011-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17

Financial Data on BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2020 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$72,298
Total income from all sources (including contributions)	2020-08-31	$-834,883
Total of all expenses incurred	2020-08-31	$7,317,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$7,298,418
Value of total assets at beginning of year	2020-08-31	$8,224,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$19,190
Total interest from all sources	2020-08-31	$6,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-08-31	$0
Administrative expenses professional fees incurred	2020-08-31	$11,379
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Participant contributions at beginning of year	2020-08-31	$61,668
Participant contributions at beginning of year	2020-08-31	$31,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$72,298
Other income not declared elsewhere	2020-08-31	$531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$-8,152,491
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$8,152,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$6,369,741
Interest on participant loans	2020-08-31	$2,886
Interest earned on other investments	2020-08-31	$3,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$1,761,180
Net investment gain/loss from pooled separate accounts	2020-08-31	$-841,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Employer contributions (assets) at beginning of year	2020-08-31	$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$7,298,418
Contract administrator fees	2020-08-31	$7,811
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	REDW, LLC
Accountancy firm EIN	2020-08-31	850203431
2019 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$72,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,151
Total income from all sources (including contributions)	2019-12-31	$2,101,357
Total of all expenses incurred	2019-12-31	$2,157,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,139,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$572,569
Value of total assets at end of year	2019-12-31	$8,224,789
Value of total assets at beginning of year	2019-12-31	$8,209,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,832
Total interest from all sources	2019-12-31	$14,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$12,150
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$147,932
Participant contributions at end of year	2019-12-31	$61,668
Participant contributions at beginning of year	2019-12-31	$207,290
Participant contributions at end of year	2019-12-31	$31,000
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$72,298
Other income not declared elsewhere	2019-12-31	$2,551
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	$-55,882
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,152,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,208,373
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 pooled separate accounts at end of year	2019-12-31	$6,369,741
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,518,912
Interest on participant loans	2019-12-31	$4,517
Interest earned on other investments	2019-12-31	$9,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,761,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$482,122
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,511,774
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	$418,872
Employer contributions (assets) at end of year	2019-12-31	$1,200
Employer contributions (assets) at beginning of year	2019-12-31	$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,139,407
Contract administrator fees	2019-12-31	$5,682
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,151
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	REDW, LLC
Accountancy firm EIN	2019-12-31	850203431
2018 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,151
Total income from all sources (including contributions)	2018-12-31	$95,419
Total of all expenses incurred	2018-12-31	$59,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$37,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$654,833
Value of total assets at end of year	2018-12-31	$8,209,524
Value of total assets at beginning of year	2018-12-31	$8,172,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,408
Total interest from all sources	2018-12-31	$14,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$15,524
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$429,032
Participant contributions at end of year	2018-12-31	$207,290
Participant contributions at beginning of year	2018-12-31	$184,593
Participant contributions at beginning of year	2018-12-31	$48,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$290
Other income not declared elsewhere	2018-12-31	$249
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	$35,516
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,208,373
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,172,857
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 pooled separate accounts at end of year	2018-12-31	$7,518,912
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,324,368
Interest on participant loans	2018-12-31	$10,668
Interest earned on other investments	2018-12-31	$3,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$482,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$600,048
Net investment gain/loss from pooled separate accounts	2018-12-31	$-574,002
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	$225,801
Employer contributions (assets) at end of year	2018-12-31	$1,200
Employer contributions (assets) at beginning of year	2018-12-31	$15,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$37,495
Contract administrator fees	2018-12-31	$6,884
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$1,151
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	REDW, LLC
Accountancy firm EIN	2018-12-31	850203431
2017 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,300
Total income from all sources (including contributions)	2017-12-31	$1,767,299
Total of all expenses incurred	2017-12-31	$347,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$341,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$695,849
Value of total assets at end of year	2017-12-31	$8,172,857
Value of total assets at beginning of year	2017-12-31	$6,760,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,896
Total interest from all sources	2017-12-31	$13,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$5,896
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$424,767
Participant contributions at end of year	2017-12-31	$184,593
Participant contributions at beginning of year	2017-12-31	$216,706
Participant contributions at end of year	2017-12-31	$48,000
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,760
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$7,300
Other income not declared elsewhere	2017-12-31	$160
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	$1,419,830
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,172,857
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,753,027
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 pooled separate accounts at end of year	2017-12-31	$7,324,368
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,464,240
Interest on participant loans	2017-12-31	$9,014
Interest earned on other investments	2017-12-31	$4,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$600,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$791,195
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,057,812
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	Yes
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	$241,322
Employer contributions (assets) at end of year	2017-12-31	$15,558
Employer contributions (assets) at beginning of year	2017-12-31	$288,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$341,573
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	REDW, LLC
Accountancy firm EIN	2017-12-31	850203431
2016 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,300
Total income from all sources (including contributions)	2016-12-31	$1,232,345
Total of all expenses incurred	2016-12-31	$65,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$32,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$884,497
Value of total assets at end of year	2016-12-31	$6,760,327
Value of total assets at beginning of year	2016-12-31	$5,585,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,282
Total interest from all sources	2016-12-31	$8,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$33,282
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	$390,886
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$24,799
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,269
Assets. Loans (other than to participants) at end of year	2016-12-31	$216,706
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$141,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$7,300
Other income not declared elsewhere	2016-12-31	$261
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	$1,167,061
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,753,027
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,585,966
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 pooled separate accounts at end of year	2016-12-31	$5,464,240
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,305,205
Interest on participant loans	2016-12-31	$8,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$791,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$826,456
Net investment gain/loss from pooled separate accounts	2016-12-31	$338,817
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	Yes
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	$487,342
Employer contributions (assets) at end of year	2016-12-31	$288,186
Employer contributions (assets) at beginning of year	2016-12-31	$288,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$32,002
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	REDW, LLC
Accountancy firm EIN	2016-12-31	850203431
2015 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$824,824
Total of all expenses incurred	2015-12-31	$428,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$423,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$863,190
Value of total assets at end of year	2015-12-31	$5,585,966
Value of total assets at beginning of year	2015-12-31	$5,189,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,004
Total interest from all sources	2015-12-31	$6,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$5,004
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	$375,868
Participant contributions at end of year	2015-12-31	$24,799
Participant contributions at beginning of year	2015-12-31	$23,673
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,559
Assets. Loans (other than to participants) at end of year	2015-12-31	$141,289
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$163,965
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	$396,292
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,585,966
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,189,674
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 pooled separate accounts at end of year	2015-12-31	$4,305,205
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,951,107
Interest on participant loans	2015-12-31	$6,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$826,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$737,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$6,146
Net investment gain/loss from pooled separate accounts	2015-12-31	$-50,802
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	Yes
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	$482,763
Employer contributions (assets) at end of year	2015-12-31	$288,217
Employer contributions (assets) at beginning of year	2015-12-31	$312,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$423,528
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	REDW, LLC
Accountancy firm EIN	2015-12-31	850203431
2014 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
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	$1,069,854
Total of all expenses incurred	2014-12-31	$25,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$19,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$847,263
Value of total assets at end of year	2014-12-31	$5,189,674
Value of total assets at beginning of year	2014-12-31	$4,145,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,195
Total interest from all sources	2014-12-31	$5,934
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$6,195
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$358,269
Participant contributions at end of year	2014-12-31	$163,965
Participant contributions at beginning of year	2014-12-31	$137,691
Participant contributions at end of year	2014-12-31	$23,673
Participant contributions at beginning of year	2014-12-31	$17,500
Other income not declared elsewhere	2014-12-31	$351
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	$1,044,545
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,189,674
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,145,129
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,702,130
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,951,107
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$5,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$737,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$37,926
Net investment gain/loss from pooled separate accounts	2014-12-31	$178,380
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	Yes
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	$488,994
Employer contributions (assets) at end of year	2014-12-31	$312,993
Employer contributions (assets) at beginning of year	2014-12-31	$287,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$19,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
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	REDW, LLC
Accountancy firm EIN	2014-12-31	850203431
2013 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
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	$30,369
Total income from all sources (including contributions)	2013-12-31	$1,118,792
Total loss/gain on sale of assets	2013-12-31	$57,380
Total of all expenses incurred	2013-12-31	$143,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$108,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$760,707
Value of total assets at end of year	2013-12-31	$4,145,129
Value of total assets at beginning of year	2013-12-31	$3,200,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$35,058
Total interest from all sources	2013-12-31	$4,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$280,000
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	$327,529
Participant contributions at end of year	2013-12-31	$137,691
Participant contributions at beginning of year	2013-12-31	$77,939
Participant contributions at end of year	2013-12-31	$17,500
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$30,369
Administrative expenses (other) incurred	2013-12-31	$35,058
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	$975,013
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,145,129
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,170,116
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	$3,702,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,876,297
Interest on participant loans	2013-12-31	$4,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$296,110
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	Yes
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	$426,560
Employer contributions (assets) at end of year	2013-12-31	$287,808
Employer contributions (assets) at beginning of year	2013-12-31	$246,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$108,721
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
Aggregate proceeds on sale of assets	2013-12-31	$57,380
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	REDW, LLC
Accountancy firm EIN	2013-12-31	850203431
2012 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$30,369
Total income from all sources (including contributions)	2012-12-31	$867,013
Total loss/gain on sale of assets	2012-12-31	$227,885
Total of all expenses incurred	2012-12-31	$235,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$223,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$615,907
Value of total assets at end of year	2012-12-31	$3,200,485
Value of total assets at beginning of year	2012-12-31	$2,538,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,020
Total interest from all sources	2012-12-31	$3,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$239,280
Participant contributions at end of year	2012-12-31	$77,939
Participant contributions at beginning of year	2012-12-31	$100,164
Participant contributions at beginning of year	2012-12-31	$34,500
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$40,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$30,369
Administrative expenses (other) incurred	2012-12-31	$10,000
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	$631,219
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,170,116
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,538,897
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	$2,876,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,058,427
Interest on participant loans	2012-12-31	$3,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,734
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	Yes
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	$336,193
Employer contributions (assets) at end of year	2012-12-31	$246,249
Employer contributions (assets) at beginning of year	2012-12-31	$345,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$223,774
Contract administrator fees	2012-12-31	$2,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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
Aggregate proceeds on sale of assets	2012-12-31	$227,885
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	REDW, LLC
Accountancy firm EIN	2012-12-31	850203431
2011 : BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$737,822
Total loss/gain on sale of assets	2011-12-31	$-10,310
Total of all expenses incurred	2011-12-31	$388,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$385,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$808,250
Value of total assets at end of year	2011-12-31	$2,538,897
Value of total assets at beginning of year	2011-12-31	$2,189,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,470
Total interest from all sources	2011-12-31	$4,164
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,863
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	$1,863
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$333,454
Participant contributions at end of year	2011-12-31	$100,164
Participant contributions at beginning of year	2011-12-31	$80,207
Participant contributions at end of year	2011-12-31	$34,500
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$8,476
Other income not declared elsewhere	2011-12-31	$-1,239
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	$349,501
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,538,897
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,189,396
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	$2,058,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,713,541
Interest on participant loans	2011-12-31	$4,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-64,906
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	No
Contributions received in cash from employer	2011-12-31	$466,320
Employer contributions (assets) at end of year	2011-12-31	$345,806
Employer contributions (assets) at beginning of year	2011-12-31	$395,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$385,851
Contract administrator fees	2011-12-31	$2,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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
Aggregate proceeds on sale of assets	2011-12-31	$-10,310
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	REDW, LLC
Accountancy firm EIN	2011-12-31	850203431

Form 5500 Responses for BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN

2020: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT 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: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT 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: BILTMORE CARDIOLOGY, P.L.L.C. EMPLOYEES' RETIREMENT 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805158-00000

Policy instance

Insurance contract or identification number	805158-00000
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805158-00000

Policy instance

Insurance contract or identification number	805158-00000
Number of Individuals Covered	102
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $38,843
Total amount of fees paid to insurance company	USD $4,320
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,843
Insurance broker organization code?	3
Amount paid for insurance broker fees	1080
Additional information about fees paid to insurance broker	SERVICE FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805158-00000

Policy instance

Insurance contract or identification number	805158-00000
Number of Individuals Covered	143
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $37,619
Total amount of fees paid to insurance company	USD $4,114
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,619
Insurance broker organization code?	3
Amount paid for insurance broker fees	4114
Additional information about fees paid to insurance broker	SERVICE FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805158-00000

Policy instance

Insurance contract or identification number	805158-00000
Number of Individuals Covered	134
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $35,256
Total amount of fees paid to insurance company	USD $3,553
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,256
Insurance broker organization code?	3
Amount paid for insurance broker fees	3553
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker name	PENSION STRATEGIES, LLC

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Company Name:	BILTMORE CARDIOLOGY, P.L.L.C.
Employer identification number (EIN):	860760282
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)