Cardiothoracic & Vascular Surgical Associates, Pa 401(K) Plan — Form 5500 plan (Cardiothoracic & Vascular Surgical Associates, Pa)

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, Pa 401(K) Plan is a benefit plan reported by Cardiothoracic & Vascular Surgical Associates, Pa under EIN 59-3338654 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $28,694,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardiothoracic & Vascular Surgical Associates, Pa
EIN
59-3338654
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
384
End-of-year plan assets
$28,694,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20240910181656NAL0007290433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,694,810
Total liabilities (EOY)
$0
Net assets (EOY)
$28,694,810
Net assets (BOY)
$24,049,360

Income & contributions

Employer contributions
$553,214
Participant contributions
$1,631,982
Total contributions
$2,230,461
Total income / additions
$6,895,380

Expenses & distributions

Benefits paid
$2,130,909
Administrative expenses
$79,206
Total expenses
$2,249,930
Net increase / (decrease)
$4,645,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesRIA$38,282$02023
John Hancock Life Ins CoRECORDKEEPER$2,462not reported in the loaded dataset2023

Related Form 5500 pages