401k Plan data: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN plan

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

Plan Name	NEW 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 Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 STEVEN SCHULMAN 2023-10-11
003 2021-01-01 STEVEN SCHULMAN 2022-10-14
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KAREN FRYANT 2018-06-18
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01 MICHAEL COHEN 2014-06-11
003 2012-01-01 MICHAEL COHEN
003 2011-01-01 MICHAEL COHEN
003 2009-01-01 MICHAEL COHEN

Plan Statistics for NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN

401k plan membership statisitcs for NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN

Measure Date Value
2012: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2012 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$3,740,249
Expenses. Total of all expenses incurred	2012-12-31	$115,290
Benefits paid (including direct rollovers)	2012-12-31	$15,000
Total plan assets at end of year	2012-12-31	$20,326,699
Total plan assets at beginning of year	2012-12-31	$16,701,740
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$555,112
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,255,255
Noncash contributions received	2012-12-31	$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 loans	2012-12-31	$84,367
Total contributions received or receivable from employer(s)	2012-12-31	$929,882
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$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 securities	2012-12-31	$0
2011 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,262,055
Expenses. Total of all expenses incurred	2011-12-31	$188,671
Benefits paid (including direct rollovers)	2011-12-31	$100,138
Total plan assets at end of year	2011-12-31	$16,701,740
Total plan assets at beginning of year	2011-12-31	$15,628,356
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$536,197
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-159,858
Noncash contributions received	2011-12-31	$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 loans	2011-12-31	$83,603
Total contributions received or receivable from employer(s)	2011-12-31	$885,716
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$3,455,483
Expenses. Total of all expenses incurred	2010-12-31	$723,084
Benefits paid (including direct rollovers)	2010-12-31	$652,174
Total plan assets at end of year	2010-12-31	$15,628,356
Total plan assets at beginning of year	2010-12-31	$12,895,957
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$528,805
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$2,048,766
Noncash contributions received	2010-12-31	$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 loans	2010-12-31	$47,768
Total contributions received or receivable from employer(s)	2010-12-31	$877,912
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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 securities	2010-12-31	$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 securities	2009-12-31	$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
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW YORK CARDIOVASCULAR ANESTHESIOLOGISTS PC RETIREMENT TRUST 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	STEVEN SCHULMAN	2023-10-11
003	2021-01-01	STEVEN SCHULMAN	2022-10-14
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	KAREN FRYANT	2018-06-18
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01	MICHAEL COHEN	2014-06-11
003	2012-01-01	MICHAEL COHEN
003	2011-01-01	MICHAEL COHEN
003	2009-01-01	MICHAEL COHEN