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NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 401k Plan overview

Plan NameNEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN
Plan identification number 003

NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC
Employer identification number (EIN):113027215
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN SCHULMAN2024-10-10
0032022-01-01STEVEN SCHULMAN2023-10-11
0032021-01-01STEVEN SCHULMAN2022-10-14
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KAREN FRYANT2018-06-18
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01MICHAEL COHEN2014-06-11
0032012-01-01MICHAEL COHEN
0032011-01-01MICHAEL COHEN
0032009-01-01MICHAEL COHEN

Financial Data on NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN

Measure Date Value
2025 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-04717013
Net assets as of the end of the plan year2025-10-0470836116
Total assets as of the beginning of the plan year2025-10-0458801904
Value of plan covered by a fidelity bond2025-10-04500000
Participant contributions to plan in this plan year2025-10-041277526
Value of participant loans at end of plan year2025-10-04134040
Other income to plan in this plan year2025-10-049568614
Plan net income in this plan year2025-10-0412034212
Net assets as of the end of the plan year2025-10-0470836116
Net assets as of the beginning of the plan year2025-10-0458801904
Employer contributions to plan in this plan year2025-10-041905085
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-04252065
2024 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-10409758
Net assets as of the end of the plan year2024-10-1058801904
Total assets as of the beginning of the plan year2024-10-1048270640
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-101075662
Value of participant loans at end of plan year2024-10-10170365
Other contributions to plan in this plan year2024-10-1042186
Other income to plan in this plan year2024-10-108016905
Plan net income in this plan year2024-10-1010531264
Net assets as of the end of the plan year2024-10-1058801904
Net assets as of the beginning of the plan year2024-10-1048270640
Employer contributions to plan in this plan year2024-10-101806269
Fees paid to broker by Benefit Provider2024-10-10837
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-10203828
2012 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$3,740,249
Expenses. Total of all expenses incurred2012-12-31$115,290
Benefits paid (including direct rollovers)2012-12-31$15,000
Total plan assets at end of year2012-12-31$20,326,699
Total plan assets at beginning of year2012-12-31$16,701,740
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$555,112
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,255,255
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$3,624,959
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,326,699
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$16,701,740
Assets. Value of participant loans2012-12-31$84,367
Total contributions received or receivable from employer(s)2012-12-31$929,882
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$1,262,055
Expenses. Total of all expenses incurred2011-12-31$188,671
Benefits paid (including direct rollovers)2011-12-31$100,138
Total plan assets at end of year2011-12-31$16,701,740
Total plan assets at beginning of year2011-12-31$15,628,356
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$536,197
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-159,858
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$1,073,384
Net plan assets at end of year (total assets less liabilities)2011-12-31$16,701,740
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$15,628,356
Assets. Value of participant loans2011-12-31$83,603
Total contributions received or receivable from employer(s)2011-12-31$885,716
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$88,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$3,455,483
Expenses. Total of all expenses incurred2010-12-31$723,084
Benefits paid (including direct rollovers)2010-12-31$652,174
Total plan assets at end of year2010-12-31$15,628,356
Total plan assets at beginning of year2010-12-31$12,895,957
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$528,805
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$2,048,766
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,732,399
Net plan assets at end of year (total assets less liabilities)2010-12-31$15,628,356
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,895,957
Assets. Value of participant loans2010-12-31$47,768
Total contributions received or receivable from employer(s)2010-12-31$877,912
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$70,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN

2012: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) 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: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) 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
2009: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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