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THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN
Plan identification number 001

THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

THE SOCIETY OF THORACIC SURGEONS has sponsored the creation of one or more 401k plans.

Company Name:THE SOCIETY OF THORACIC SURGEONS
Employer identification number (EIN):363022713
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KEITH BURA
0012017-01-01KEITH BURA
0012016-01-01KEITH BURA
0012015-01-01KEITH BURA
0012014-01-01KEITH BURA
0012013-01-01SYLVIA L. NOVICK
0012012-01-01SYLVIA NOVICK SYLVIA NOVICK2013-07-17
0012011-01-01SYLVIA NOVICK
0012010-01-01SYLVIA NOVICK
0012009-01-01SYLVIA NOVICK

Plan Statistics for THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN

Measure Date Value
2023: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0198
Total number of active participants reported on line 7a of the Form 55002023-01-0177
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01107
Number of participants with account balances2023-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-0166
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0193
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0190
Number of participants with account balances2021-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0189
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0193
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0183
Total number of active participants reported on line 7a of the Form 55002019-01-0169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0189
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0178
Total number of active participants reported on line 7a of the Form 55002018-01-0163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0183
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0180
Total number of active participants reported on line 7a of the Form 55002017-01-0159
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0178
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0176
Total number of active participants reported on line 7a of the Form 55002016-01-0157
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0180
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0169
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0176
Number of participants with account balances2015-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0169
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0156
Total number of active participants reported on line 7a of the Form 55002013-01-0142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0159
Number of participants with account balances2013-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0156
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0146
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0145
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN

Measure Date Value
2023 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,925,955
Expenses. Total of all expenses incurred2023-12-31$1,324,600
Benefits paid (including direct rollovers)2023-12-31$1,310,413
Total plan assets at end of year2023-12-31$12,494,354
Total plan assets at beginning of year2023-12-31$9,892,999
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$872,689
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$120,357
Other income received2023-12-31$2,184,830
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,601,355
Net plan assets at end of year (total assets less liabilities)2023-12-31$12,494,354
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,892,999
Assets. Value of participant loans2023-12-31$128,361
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$748,079
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$14,187
2022 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,318,551
Expenses. Total of all expenses incurred2022-12-31$1,257,276
Benefits paid (including direct rollovers)2022-12-31$1,242,495
Total plan assets at end of year2022-12-31$9,892,999
Total plan assets at beginning of year2022-12-31$12,468,826
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$741,948
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$77,694
Other income received2022-12-31$-2,763,790
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,575,827
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,892,999
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,468,826
Assets. Value of participant loans2022-12-31$101,166
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$625,597
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,781
2021 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,980,673
Expenses. Total of all expenses incurred2021-12-31$1,878,356
Benefits paid (including direct rollovers)2021-12-31$1,854,383
Total plan assets at end of year2021-12-31$12,468,826
Total plan assets at beginning of year2021-12-31$11,366,509
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$647,429
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$8,966
Other income received2021-12-31$1,675,717
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,102,317
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,468,826
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,366,509
Assets. Value of participant loans2021-12-31$91,088
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$648,561
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,973
2020 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,294,394
Expenses. Total of all expenses incurred2020-12-31$340,451
Benefits paid (including direct rollovers)2020-12-31$326,585
Total plan assets at end of year2020-12-31$11,366,509
Total plan assets at beginning of year2020-12-31$8,412,566
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$604,261
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$111,751
Other income received2020-12-31$1,953,621
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,953,943
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,366,509
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,412,566
Assets. Value of participant loans2020-12-31$101,646
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$624,761
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,866
2019 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,914,010
Expenses. Total of all expenses incurred2019-12-31$192,532
Benefits paid (including direct rollovers)2019-12-31$190,482
Total plan assets at end of year2019-12-31$8,412,566
Total plan assets at beginning of year2019-12-31$5,691,088
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$524,626
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$376,414
Other income received2019-12-31$1,521,896
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,721,478
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,412,566
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,691,088
Assets. Value of participant loans2019-12-31$101,085
Total contributions received or receivable from employer(s)2019-12-31$491,074
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,050
2018 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$318,512
Expenses. Total of all expenses incurred2018-12-31$1,199,778
Benefits paid (including direct rollovers)2018-12-31$1,199,099
Total plan assets at end of year2018-12-31$5,691,088
Total plan assets at beginning of year2018-12-31$6,572,354
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$433,517
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$32,576
Other income received2018-12-31$-419,276
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-881,266
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,691,088
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,572,354
Assets. Value of participant loans2018-12-31$77,285
Total contributions received or receivable from employer(s)2018-12-31$271,695
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$679
2017 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,174,646
Expenses. Total of all expenses incurred2017-12-31$809,499
Benefits paid (including direct rollovers)2017-12-31$808,174
Total plan assets at end of year2017-12-31$6,572,354
Total plan assets at beginning of year2017-12-31$5,207,207
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$381,205
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$483,265
Other income received2017-12-31$1,076,558
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,365,147
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,572,354
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,207,207
Assets. Value of participant loans2017-12-31$86,579
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$233,618
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,325
2016 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$938,187
Expenses. Total of all expenses incurred2016-12-31$133,775
Benefits paid (including direct rollovers)2016-12-31$133,200
Total plan assets at end of year2016-12-31$5,207,207
Total plan assets at beginning of year2016-12-31$4,402,795
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$382,231
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$329,142
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$804,412
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,207,207
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,402,795
Assets. Value of participant loans2016-12-31$74,252
Total contributions received or receivable from employer(s)2016-12-31$226,814
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$575
2015 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$629,541
Expenses. Total of all expenses incurred2015-12-31$582,958
Benefits paid (including direct rollovers)2015-12-31$582,783
Total plan assets at end of year2015-12-31$4,402,795
Total plan assets at beginning of year2015-12-31$4,356,212
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$337,985
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$59,426
Other income received2015-12-31$47,329
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$46,583
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,402,795
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,356,212
Assets. Value of participant loans2015-12-31$36,786
Total contributions received or receivable from employer(s)2015-12-31$184,801
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$175
2014 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$826,669
Expenses. Total of all expenses incurred2014-12-31$299,182
Benefits paid (including direct rollovers)2014-12-31$298,807
Total plan assets at end of year2014-12-31$4,356,212
Total plan assets at beginning of year2014-12-31$3,828,725
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$307,504
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$86,115
Other income received2014-12-31$271,321
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$527,487
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,356,212
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,828,725
Assets. Value of participant loans2014-12-31$34,668
Total contributions received or receivable from employer(s)2014-12-31$161,729
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$375
2013 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,107,483
Expenses. Total of all expenses incurred2013-12-31$255,890
Benefits paid (including direct rollovers)2013-12-31$255,439
Total plan assets at end of year2013-12-31$3,828,725
Total plan assets at beginning of year2013-12-31$2,977,132
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$289,907
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$651,233
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$851,593
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,828,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,977,132
Assets. Value of participant loans2013-12-31$59,907
Total contributions received or receivable from employer(s)2013-12-31$166,343
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$451
2012 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$766,643
Expenses. Total of all expenses incurred2012-12-31$256,837
Benefits paid (including direct rollovers)2012-12-31$256,487
Total plan assets at end of year2012-12-31$2,977,132
Total plan assets at beginning of year2012-12-31$2,467,326
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$285,539
Other income received2012-12-31$341,987
Net income (gross income less expenses)2012-12-31$509,806
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,977,132
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,467,326
Assets. Value of participant loans2012-12-31$57,376
Total contributions received or receivable from employer(s)2012-12-31$139,117
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$329,472
Expenses. Total of all expenses incurred2011-12-31$31,955
Benefits paid (including direct rollovers)2011-12-31$24,429
Total plan assets at end of year2011-12-31$2,467,326
Total plan assets at beginning of year2011-12-31$2,169,809
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$267,141
Other income received2011-12-31$-66,054
Net income (gross income less expenses)2011-12-31$297,517
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,467,326
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,169,809
Assets. Value of participant loans2011-12-31$43,829
Total contributions received or receivable from employer(s)2011-12-31$128,385
Value of certain deemed distributions of participant loans2011-12-31$7,001
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$650,233
Expenses. Total of all expenses incurred2010-12-31$12,103
Benefits paid (including direct rollovers)2010-12-31$11,928
Total plan assets at end of year2010-12-31$2,169,809
Total plan assets at beginning of year2010-12-31$1,531,679
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$233,983
Contributions received from other sources (not participants or employers)2010-12-31$31,826
Other income received2010-12-31$258,165
Net income (gross income less expenses)2010-12-31$638,130
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,169,809
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,531,679
Assets. Value of participant loans2010-12-31$28,972
Total contributions received or receivable from employer(s)2010-12-31$126,259
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN

2023: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SOCIETY OF THORACIC SURGEONS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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