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CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN
Plan identification number 003

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TIMOTHY E. MCDONNELL TIMOTHY E. MCDONNELL2018-09-28
0032016-01-01TIMOTHY E. MCDONNELL TIMOTHY E. MCDONNELL2017-09-18
0032015-01-01TIMOTHY E. MCDONNELL TIMOTHY E. MCDONNELL2016-09-23
0032014-01-01JAMES CHAMBERS JAMES CHAMBERS2015-10-07
0032013-01-01JAMES CHAMBERS JAMES CHAMBERS2014-10-02
0032012-01-01JOSEPH HAROLD JOSEPH HAROLD2013-10-08
0032011-01-01JOSEPH HAROLD
0032010-01-01JOSEPH HAROLD

Plan Statistics for CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN

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

Measure Date Value
2023: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0199
Total number of active participants reported on line 7a of the Form 55002023-01-0165
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01104
Number of participants with account balances2023-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
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 balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01109
Total number of active participants reported on line 7a of the Form 55002021-01-0165
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01106
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-0171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01113
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01117
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-0167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0198
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0196
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0198
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0196
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0183
Total number of active participants reported on line 7a of the Form 55002013-01-0159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0190
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0183
Number of participants with account balances2012-01-0183
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. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0168
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 benefits2011-01-0120
Total of all active and inactive participants2011-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0169
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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 benefits2010-01-0119
Total of all active and inactive participants2010-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0161
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2023 401k financial data
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$11,765,547
Expenses. Total of all expenses incurred2023-12-31$899,809
Benefits paid (including direct rollovers)2023-12-31$898,194
Total plan assets at end of year2023-12-31$48,158,585
Total plan assets at beginning of year2023-12-31$37,292,847
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$664,001
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$9,534,494
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$10,865,738
Net plan assets at end of year (total assets less liabilities)2023-12-31$48,158,585
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$37,292,847
Assets. Value of participant loans2023-12-31$65,995
Total contributions received or receivable from employer(s)2023-12-31$1,567,052
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$1,615
2022 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-7,043,983
Expenses. Total of all expenses incurred2022-12-31$764,447
Benefits paid (including direct rollovers)2022-12-31$762,092
Total plan assets at end of year2022-12-31$37,292,847
Total plan assets at beginning of year2022-12-31$45,101,277
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$605,099
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-8,812,247
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-7,808,430
Net plan assets at end of year (total assets less liabilities)2022-12-31$37,292,847
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$45,101,277
Assets. Value of participant loans2022-12-31$59,367
Total contributions received or receivable from employer(s)2022-12-31$1,163,165
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$2,355
2021 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2021 401k financial data
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$10,044,198
Expenses. Total of all expenses incurred2021-12-31$2,849,688
Benefits paid (including direct rollovers)2021-12-31$2,847,873
Total plan assets at end of year2021-12-31$45,101,277
Total plan assets at beginning of year2021-12-31$37,906,767
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$606,556
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$7,680,578
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$7,194,510
Net plan assets at end of year (total assets less liabilities)2021-12-31$45,101,277
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$37,906,767
Assets. Value of participant loans2021-12-31$31,731
Total contributions received or receivable from employer(s)2021-12-31$1,757,064
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$1,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2020 401k financial data
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$7,268,344
Expenses. Total of all expenses incurred2020-12-31$2,708,382
Benefits paid (including direct rollovers)2020-12-31$2,707,392
Total plan assets at end of year2020-12-31$37,906,767
Total plan assets at beginning of year2020-12-31$33,346,805
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$586,186
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$5,644,743
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$4,559,962
Net plan assets at end of year (total assets less liabilities)2020-12-31$37,906,767
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$33,346,805
Assets. Value of participant loans2020-12-31$87,123
Total contributions received or receivable from employer(s)2020-12-31$1,037,415
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$990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2019 401k financial data
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$8,461,470
Expenses. Total of all expenses incurred2019-12-31$2,212,612
Benefits paid (including direct rollovers)2019-12-31$2,212,207
Total plan assets at end of year2019-12-31$33,346,805
Total plan assets at beginning of year2019-12-31$27,097,947
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$661,114
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$253,691
Other income received2019-12-31$6,211,895
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$6,248,858
Net plan assets at end of year (total assets less liabilities)2019-12-31$33,346,805
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$27,097,947
Assets. Value of participant loans2019-12-31$120,887
Total contributions received or receivable from employer(s)2019-12-31$1,334,770
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$405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2018 401k financial data
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$853,489
Expenses. Total of all expenses incurred2018-12-31$135,383
Benefits paid (including direct rollovers)2018-12-31$135,383
Total plan assets at end of year2018-12-31$27,097,947
Total plan assets at beginning of year2018-12-31$26,379,841
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$595,848
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$55,156
Other income received2018-12-31$-1,203,488
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$718,106
Net plan assets at end of year (total assets less liabilities)2018-12-31$27,097,947
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$26,379,841
Assets. Value of participant loans2018-12-31$185,727
Total contributions received or receivable from employer(s)2018-12-31$1,405,973
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2017 401k financial data
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$5,294,005
Expenses. Total of all expenses incurred2017-12-31$589,413
Benefits paid (including direct rollovers)2017-12-31$589,413
Total plan assets at end of year2017-12-31$26,379,841
Total plan assets at beginning of year2017-12-31$21,675,249
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$559,472
Contributions received from other sources (not participants or employers)2017-12-31$93,598
Other income received2017-12-31$3,760,177
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$4,704,592
Net plan assets at end of year (total assets less liabilities)2017-12-31$26,379,841
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,675,249
Assets. Value of participant loans2017-12-31$148,880
Total contributions received or receivable from employer(s)2017-12-31$880,758
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2016 401k financial data
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$2,735,411
Expenses. Total of all expenses incurred2016-12-31$1,583,145
Benefits paid (including direct rollovers)2016-12-31$1,557,521
Total plan assets at end of year2016-12-31$21,675,249
Total plan assets at beginning of year2016-12-31$20,522,983
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$482,968
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$869
Other income received2016-12-31$1,111,561
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,152,266
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,675,249
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,522,983
Assets. Value of participant loans2016-12-31$114,029
Total contributions received or receivable from employer(s)2016-12-31$1,140,013
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$25,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2015 401k financial data
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$1,766,684
Expenses. Total of all expenses incurred2015-12-31$562,271
Benefits paid (including direct rollovers)2015-12-31$521,759
Total plan assets at end of year2015-12-31$20,522,983
Total plan assets at beginning of year2015-12-31$19,318,570
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$454,212
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$278,956
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,204,413
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,522,983
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$19,318,570
Assets. Value of participant loans2015-12-31$75,136
Total contributions received or receivable from employer(s)2015-12-31$1,033,516
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$40,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2014 401k financial data
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$2,873,967
Expenses. Total of all expenses incurred2014-12-31$2,182,172
Benefits paid (including direct rollovers)2014-12-31$2,146,956
Total plan assets at end of year2014-12-31$19,318,570
Total plan assets at beginning of year2014-12-31$18,626,775
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$444,202
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$204,804
Other income received2014-12-31$1,151,783
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$691,795
Net plan assets at end of year (total assets less liabilities)2014-12-31$19,318,570
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$18,626,775
Assets. Value of participant loans2014-12-31$85,986
Total contributions received or receivable from employer(s)2014-12-31$1,073,178
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$35,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$3,561,516
Expenses. Total of all expenses incurred2013-12-31$258,822
Benefits paid (including direct rollovers)2013-12-31$226,362
Total plan assets at end of year2013-12-31$18,626,775
Total plan assets at beginning of year2013-12-31$15,324,081
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$372,654
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$2,380,626
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,302,694
Net plan assets at end of year (total assets less liabilities)2013-12-31$18,626,775
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$15,324,081
Assets. Value of participant loans2013-12-31$119,787
Total contributions received or receivable from employer(s)2013-12-31$808,236
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$32,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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$972,260
Expenses. Total of all expenses incurred2012-12-31$6,239
Total plan assets at end of year2012-12-31$15,324,081
Total plan assets at beginning of year2012-12-31$4,492,798
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$365,905
Other income received2012-12-31$415,688
Net income (gross income less expenses)2012-12-31$966,021
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,324,081
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,492,798
Assets. Value of participant loans2012-12-31$130,678
Total contributions received or receivable from employer(s)2012-12-31$190,667
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,239
2011 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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$381,459
Expenses. Total of all expenses incurred2011-12-31$183,487
Benefits paid (including direct rollovers)2011-12-31$183,487
Total plan assets at end of year2011-12-31$4,492,798
Total plan assets at beginning of year2011-12-31$4,294,826
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$297,128
Other income received2011-12-31$-104,173
Net income (gross income less expenses)2011-12-31$197,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,492,798
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,294,826
Assets. Value of participant loans2011-12-31$77,108
Total contributions received or receivable from employer(s)2011-12-31$188,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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$954,395
Expenses. Total of all expenses incurred2010-12-31$118,801
Benefits paid (including direct rollovers)2010-12-31$118,801
Total plan assets at end of year2010-12-31$4,294,826
Total plan assets at beginning of year2010-12-31$3,459,232
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$270,930
Other income received2010-12-31$506,616
Net income (gross income less expenses)2010-12-31$835,594
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,294,826
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,459,232
Assets. Value of participant loans2010-12-31$63,779
Total contributions received or receivable from employer(s)2010-12-31$176,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN

2023: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, S.C. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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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