Plan5500

Ctvs 401(K) Plan — Form 5500 plan (Cardiothoracic & Vascular Surgeons, P.A.)

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, Ctvs 401(K) Plan is a benefit plan reported by Cardiothoracic & Vascular Surgeons, P.A. under EIN 74-1796484 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $69,146,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardiothoracic & Vascular Surgeons, P.A.
EIN
74-1796484
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
174
End-of-year plan assets
$69,146,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20240916161221NAL0001165875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,146,598
Total liabilities (EOY)
$100,000
Net assets (EOY)
$69,046,598
Net assets (BOY)
$61,174,864

Income & contributions

Employer contributions
$1,713,524
Participant contributions
$1,053,741
Total contributions
$2,767,265
Total income / additions
$12,426,958

Expenses & distributions

Benefits paid
$4,471,110
Administrative expenses
$84,114
Total expenses
$4,555,224
Net increase / (decrease)
$7,871,734

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Atlasmark Financial, IncINV ADV$9,450not reported in the loaded dataset2023

Related Form 5500 pages