Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan — Form 5500 plan (Cardiothoracic & Vascular Surgical Associates, S.C.)
Plain-English plan 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, Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan is a benefit plan reported by Cardiothoracic & Vascular Surgical Associates, S.C. under EIN 36-3807853 and plan number 003. The latest loaded filing year is 2023. The filing reports 99 participants and $48,158,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardiothoracic & Vascular Surgical Associates, S.C.
- EIN
- 36-3807853
- Plan number
- 003
- Plan type
- 2
- Location
- Oakbrook Terrace, IL
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $48,158,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | I | 20240905132815NAL0010399619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $48,158,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,158,585
- Net assets (BOY)
- $37,292,847
Income & contributions
- Employer contributions
- $1,567,052
- Participant contributions
- $664,001
- Total income / additions
- $11,765,547
Expenses & distributions
- Benefits paid
- $898,194
- Administrative expenses
- $1,615
- Total expenses
- $899,809
- Net increase / (decrease)
- $10,865,738
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.