401k Plan data: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST plan

MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 401k Plan overview

Plan Name	MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST
Plan identification number	001

MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES

Employer identification number (EIN): 264712023

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 PRODYUT PODDAR
001 2016-01-01 PRODYUT PODDAR
001 2015-01-01 PRODYUT PODDAR
001 2014-01-01 PRODYUT PODDAR 2015-07-23 PRODYUT PODDAR 2015-07-23
001 2013-01-01 PRODYUT PODDAR 2014-10-15 PRODYUT PODDAR 2014-10-15
001 2011-01-01 PRODYUT PODDAR 2012-07-28 PRODYUT PODDAR 2012-07-28
001 2010-09-01 PRODYUT PODDAR 2011-10-15 PRODYUT PODDAR 2011-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	PRODYUT PODDAR
001	2016-01-01	PRODYUT PODDAR
001	2015-01-01	PRODYUT PODDAR
001	2014-01-01	PRODYUT PODDAR	2015-07-23	PRODYUT PODDAR	2015-07-23
001	2013-01-01	PRODYUT PODDAR	2014-10-15	PRODYUT PODDAR	2014-10-15
001	2011-01-01	PRODYUT PODDAR	2012-07-28	PRODYUT PODDAR	2012-07-28
001	2010-09-01	PRODYUT PODDAR	2011-10-15	PRODYUT PODDAR	2011-10-15

Plan Statistics for MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST

401k plan membership statisitcs for MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST

Measure Date Value
2017: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
2016: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5

Measure	Date	Value
2017: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
2016: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5

Financial Data on MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST

Measure	Date	Value
2017 : MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2017 401k financial data
Transfers to/from the plan	2017-02-10	$0
Total plan liabilities at end of year	2017-02-10	$0
Total plan liabilities at beginning of year	2017-02-10	$0
Total income from all sources	2017-02-10	$772
Expenses. Total of all expenses incurred	2017-02-10	$19,229
Benefits paid (including direct rollovers)	2017-02-10	$16,979
Total plan assets at end of year	2017-02-10	$0
Total plan assets at beginning of year	2017-02-10	$18,457
Total contributions received or receivable from participants	2017-02-10	$0
Expenses. Other expenses not covered elsewhere	2017-02-10	$0
Contributions received from other sources (not participants or employers)	2017-02-10	$0
Other income received	2017-02-10	$772
Noncash contributions received	2017-02-10	$0
Net income (gross income less expenses)	2017-02-10	$-18,457
Net plan assets at end of year (total assets less liabilities)	2017-02-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-02-10	$18,457
Total contributions received or receivable from employer(s)	2017-02-10	$0
Value of certain deemed distributions of participant loans	2017-02-10	$0
Value of corrective distributions	2017-02-10	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-10	$2,250
2016 : MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$27,536
Expenses. Total of all expenses incurred	2016-12-31	$656,642
Benefits paid (including direct rollovers)	2016-12-31	$647,642
Total plan assets at end of year	2016-12-31	$18,457
Total plan assets at beginning of year	2016-12-31	$647,563
Total contributions received or receivable from participants	2016-12-31	$9,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$18,132
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-629,106
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$18,457
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$647,563
Total contributions received or receivable from employer(s)	2016-12-31	$404
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,000
2015 : MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$56,488
Expenses. Total of all expenses incurred	2015-12-31	$4,850
Benefits paid (including direct rollovers)	2015-12-31	$350
Total plan assets at end of year	2015-12-31	$647,563
Total plan assets at beginning of year	2015-12-31	$595,925
Total contributions received or receivable from participants	2015-12-31	$33,275
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$16,578
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$51,638
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$647,563
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$595,925
Total contributions received or receivable from employer(s)	2015-12-31	$6,635
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,500

Form 5500 Responses for MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST

2017: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MINIMALLY INVASIVE THORACIC SURGERY ASSOCIATES
Employer identification number (EIN):	264712023
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)