401k Plan data: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN plan

CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 401k Plan overview

Plan Name	CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN
Plan identification number	002

CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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.

401k Sponsoring company profile

CENTER FOR CARDIOTHORACIC SURGERY INC has sponsored the creation of one or more 401k plans.

Company Name: CENTER FOR CARDIOTHORACIC SURGERY INC

Employer identification number (EIN): 205149089

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 TAK CHU 2019-09-22
002 2018-01-01 TAK CHU 2019-07-20
002 2017-01-01 TAK CHU 2018-03-21
002 2016-01-01 TAK CHU 2017-07-13
002 2015-01-01 TAK CHU 2016-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	TAK CHU	2019-09-22
002	2018-01-01	TAK CHU	2019-07-20
002	2017-01-01	TAK CHU	2018-03-21
002	2016-01-01	TAK CHU	2017-07-13
002	2015-01-01	TAK CHU	2016-10-11

Plan Statistics for CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN

401k plan membership statisitcs for CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN

Measure Date Value
2019: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-07-31 4,291,302
Acturial value of plan assets 2019-07-31 4,291,302
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 0
Number of terminated vested participants 2019-07-31 1
Fundng target for terminated vested participants 2019-07-31 3,182
Active participant vested funding target 2019-07-31 3,740,085
Number of active participants 2019-07-31 2
Total funding liabilities for active participants 2019-07-31 3,740,085
Total participant count 2019-07-31 3
Total funding target for all participants 2019-07-31 3,743,267
Amount remaining of carryover balance 2019-07-31 0
Amount remaining of prefunding balance 2019-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 0
Balance of carryovers at beginning of current year 2019-07-31 0
Balance of prefunding at beginning of current year 2019-07-31 0
Total employer contributions 2019-07-31 0
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 0
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 0
Net shortfall amortization installment of oustanding balance 2019-07-31 0
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 0
Additional cash requirement 2019-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,735,629
Acturial value of plan assets 2018-12-31 3,735,629
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 3,204,656
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 3,204,656
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 3,204,656
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 144,402
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 150,857
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 105,338
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,675,594
Acturial value of plan assets 2017-12-31 2,675,594
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,582,807
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 2,582,807
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 2,582,807
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 173,247
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 173,247
Present value of excess contributions 2017-12-31 26,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 27,407
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 190,225
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 408,211
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 387,140
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 335,525
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 242,738
Additional cash requirement 2017-12-31 242,738
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 387,140
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,076,380
Acturial value of plan assets 2016-12-31 2,076,380
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,088,961
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 2,089,740
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 2,089,740
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 439,911
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 281,260
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 158,651
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 173,247
Total employer contributions 2016-12-31 400,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 370,788
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 310,305
Net shortfall amortization installment of oustanding balance 2016-12-31 186,607
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 344,584
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 344,584
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 370,788
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-07-31	4,291,302
Acturial value of plan assets	2019-07-31	4,291,302
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	0
Number of terminated vested participants	2019-07-31	1
Fundng target for terminated vested participants	2019-07-31	3,182
Active participant vested funding target	2019-07-31	3,740,085
Number of active participants	2019-07-31	2
Total funding liabilities for active participants	2019-07-31	3,740,085
Total participant count	2019-07-31	3
Total funding target for all participants	2019-07-31	3,743,267
Amount remaining of carryover balance	2019-07-31	0
Amount remaining of prefunding balance	2019-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	0
Balance of carryovers at beginning of current year	2019-07-31	0
Balance of prefunding at beginning of current year	2019-07-31	0
Total employer contributions	2019-07-31	0
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	0
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	0
Net shortfall amortization installment of oustanding balance	2019-07-31	0
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	0
Additional cash requirement	2019-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,735,629
Acturial value of plan assets	2018-12-31	3,735,629
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	3,204,656
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	3,204,656
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	3,204,656
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	144,402
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	150,857
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	105,338
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,675,594
Acturial value of plan assets	2017-12-31	2,675,594
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,582,807
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,582,807
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,582,807
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	173,247
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	173,247
Present value of excess contributions	2017-12-31	26,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	27,407
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	190,225
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	408,211
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	387,140
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	335,525
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	242,738
Additional cash requirement	2017-12-31	242,738
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	387,140
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CENTER FOR CARDIOTHORACIC SURGERY, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,076,380
Acturial value of plan assets	2016-12-31	2,076,380
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,088,961
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	2,089,740
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	2,089,740
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	439,911
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	281,260
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	158,651
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	173,247
Total employer contributions	2016-12-31	400,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	370,788
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	310,305
Net shortfall amortization installment of oustanding balance	2016-12-31	186,607
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	344,584
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	344,584
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	370,788
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CENTER FOR CARDIOTHORACIC SURGERY INC
Employer identification number (EIN):	205149089
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)