Logo

CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN
Plan identification number 001

CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Life insurance

401k Sponsoring company profile

CARDIOTHORACIC SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOTHORACIC SURGERY, P.C.
Employer identification number (EIN):351658952
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOTHORACIC SURGERY, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1977-08-19
Company Identification Number: 445564
Legal Registered Office Address: 100 PORT WASHINGTON BLVD.
ROOM G01
ROSLYN
United States of America (USA)
11576

More information about CARDIOTHORACIC SURGERY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01CHARLES J. LAMB, M.D. CHARLES J. LAMB, M.D.2014-06-19
0012012-01-01CHARLES J. LAMB, M.D. CHARLES J. LAMB, M.D.2013-08-01
0012011-01-01CHARLES J. LAMB, M.D. CHARLES J. LAMB, M.D.2012-10-15
0012009-01-01JAMES P. KELLY, M.D. JAMES P. KELLY, M.D.2010-10-07

Financial Data on CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN

Measure Date Value
2013 : CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$3,793
Expenses. Total of all expenses incurred2013-12-31$1,242,359
Benefits paid (including direct rollovers)2013-12-31$1,241,806
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$1,238,566
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$3,793
Net income (gross income less expenses)2013-12-31$-1,238,566
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,238,566
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$361,566
Expenses. Total of all expenses incurred2012-12-31$5,552,329
Benefits paid (including direct rollovers)2012-12-31$5,545,414
Total plan assets at end of year2012-12-31$1,238,566
Total plan assets at beginning of year2012-12-31$6,429,329
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$361,566
Net income (gross income less expenses)2012-12-31$-5,190,763
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,238,566
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,429,329
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$281,421
Expenses. Total of all expenses incurred2011-12-31$351,107
Benefits paid (including direct rollovers)2011-12-31$338,229
Total plan assets at end of year2011-12-31$6,429,329
Total plan assets at beginning of year2011-12-31$6,499,015
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$123,823
Other income received2011-12-31$16,854
Net income (gross income less expenses)2011-12-31$-69,686
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,429,329
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,499,015
Total contributions received or receivable from employer(s)2011-12-31$140,744
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$824,539
Expenses. Total of all expenses incurred2010-12-31$27,504
Benefits paid (including direct rollovers)2010-12-31$4,523
Total plan assets at end of year2010-12-31$6,499,015
Total plan assets at beginning of year2010-12-31$5,701,980
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$160,970
Contributions received from other sources (not participants or employers)2010-12-31$1,757
Other income received2010-12-31$468,029
Net income (gross income less expenses)2010-12-31$797,035
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,499,015
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,701,980
Total contributions received or receivable from employer(s)2010-12-31$193,783
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$22,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING 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 CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING PLAN

2013: CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING 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 filingYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOTHORACIC SURGERY, P.C. PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1