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LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameLONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN
Plan identification number 002

LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.
Employer identification number (EIN):311758450
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-07-26
Company Identification Number: 2664637
Legal Registered Office Address: 125 MINEOLA AVENUE
STE 200
ROSLYN HEIGHTS
United States of America (USA)
11577

More information about LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01SHAWN GARBER, M.D.
0022012-01-01SHAWN GARBER, M.D.
0022011-01-01SHAWN GARBER, M.D.
0022009-01-01SHAWN GARBER, M.D. SHAWN GARBER, M.D.2010-09-07

Plan Statistics for LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN

401k plan membership statisitcs for LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN

Measure Date Value
2015: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0125
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0121
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN

Measure Date Value
2015 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$202,687
Expenses. Total of all expenses incurred2015-12-31$14,675
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,673,806
Total plan assets at beginning of year2015-12-31$1,485,794
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-42,496
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$188,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,673,806
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,485,794
Total contributions received or receivable from employer(s)2015-12-31$245,183
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$245,075
Expenses. Total of all expenses incurred2014-12-31$23,737
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,485,794
Total plan assets at beginning of year2014-12-31$1,264,456
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$47,568
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$221,338
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,485,794
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,264,456
Total contributions received or receivable from employer(s)2014-12-31$197,507
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$23,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$312,211
Expenses. Total of all expenses incurred2013-12-31$9,067
Benefits paid (including direct rollovers)2013-12-31$6,317
Total plan assets at end of year2013-12-31$1,276,945
Total plan assets at beginning of year2013-12-31$973,801
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$2,750
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$179,529
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$303,144
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,276,945
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$973,801
Total contributions received or receivable from employer(s)2013-12-31$132,682
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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$224,415
Expenses. Total of all expenses incurred2012-12-31$6,554
Benefits paid (including direct rollovers)2012-12-31$5,712
Total plan assets at end of year2012-12-31$973,801
Total plan assets at beginning of year2012-12-31$755,940
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$842
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$93,756
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$217,861
Net plan assets at end of year (total assets less liabilities)2012-12-31$973,801
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$755,940
Total contributions received or receivable from employer(s)2012-12-31$130,659
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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$109,530
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$752,542
Total plan assets at beginning of year2011-12-31$643,012
Total contributions received or receivable from participants2011-12-31$0
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$3,716
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$109,530
Net plan assets at end of year (total assets less liabilities)2011-12-31$752,542
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$643,012
Total contributions received or receivable from employer(s)2011-12-31$105,814
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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$146,039
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$643,012
Total plan assets at beginning of year2010-12-31$496,973
Total contributions received or receivable from participants2010-12-31$0
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$45,357
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$146,039
Net plan assets at end of year (total assets less liabilities)2010-12-31$643,012
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$496,973
Total contributions received or receivable from employer(s)2010-12-31$100,682
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$0

Form 5500 Responses for LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN

2015: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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: LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. RETIREMENT 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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