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CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 401k Plan overview

Plan NameCARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN
Plan identification number 001

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C.
Employer identification number (EIN):363807853
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JOSEPH HAROLD JOSEPH HAROLD2013-10-08
0012011-01-01JOSEPH HAROLD
0012010-01-01JOSEPH HAROLD

Plan Statistics for CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN

401k plan membership statisitcs for CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN

Measure Date Value
2012: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0167
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0167
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0163
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0163
Number of participants with account balances2010-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110

Financial Data on CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN

Measure Date Value
2012 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-9,865,262
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,421,509
Expenses. Total of all expenses incurred2012-12-31$12,141
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$8,455,894
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$730,505
Net income (gross income less expenses)2012-12-31$1,409,368
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,455,894
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$691,004
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,141
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$691,004
Amount contributed by the employer to the plan for this plan year2012-12-31$691,004
2011 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$452,926
Expenses. Total of all expenses incurred2011-12-31$363,010
Benefits paid (including direct rollovers)2011-12-31$363,010
Total plan assets at end of year2011-12-31$8,455,894
Total plan assets at beginning of year2011-12-31$8,365,978
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-128,362
Net income (gross income less expenses)2011-12-31$89,916
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,455,894
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,365,978
Assets. Value of participant loans2011-12-31$44,793
Total contributions received or receivable from employer(s)2011-12-31$581,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$603,717
Amount contributed by the employer to the plan for this plan year2011-12-31$603,717
2010 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,973,221
Expenses. Total of all expenses incurred2010-12-31$115,686
Benefits paid (including direct rollovers)2010-12-31$115,686
Total plan assets at end of year2010-12-31$8,365,978
Total plan assets at beginning of year2010-12-31$6,508,443
Value of fidelity bond covering the plan2010-12-31$500,000
Contributions received from other sources (not participants or employers)2010-12-31$266,885
Other income received2010-12-31$1,142,056
Net income (gross income less expenses)2010-12-31$1,857,535
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,365,978
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,508,443
Assets. Value of participant loans2010-12-31$54,469
Total contributions received or receivable from employer(s)2010-12-31$564,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$564,280
Amount contributed by the employer to the plan for this plan year2010-12-31$564,280

Form 5500 Responses for CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE PLAN

2012: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE 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 filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. MONEY PURCHASE 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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