2023 Form 5500 filing — Cardiothoracic & Vascular Surgical Associates, Pa 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910181656NAL0007290433001) for Cardiothoracic & Vascular Surgical Associates, Pa 401(K) Plan, reported by Cardiothoracic & Vascular Surgical Associates, Pa under EIN 59-3338654 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910181656NAL0007290433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardiothoracic & Vascular Surgical Associates, Pa
- EIN
- 59-3338654
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,694,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,694,810
- Employer contributions
- $553,214
- Participant contributions
- $1,631,982
- Total income / additions
- $6,895,380
- Benefits paid
- $2,130,909
- Administrative expenses
- $79,206
- Total expenses
- $2,249,930
- Net increase / (decrease)
- $4,645,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | RIA | $38,282 | $0 |
| John Hancock Life Ins Co | RECORDKEEPER | $2,462 | not reported in the loaded dataset |