401k Plan data: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN plan

CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 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.
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

CARDIOTHORACIC SURGEONS OF GRAND TR has sponsored the creation of one or more 401k plans.

Company Name: CARDIOTHORACIC SURGEONS OF GRAND TR

Employer identification number (EIN): 383130631

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 EDWARD J BERGERON 2024-07-30 EDWARD J BERGERON 2024-07-30
002 2022-01-01 EDWARD J BERGERON 2023-07-24 EDWARD J BERGERON 2023-07-24
002 2021-01-01 EDWARD J BERGERON 2022-06-19 EDWARD J BERGERON 2022-06-19
002 2020-01-01 EDWARD BERGERON 2021-06-30 EDWARD BERGERON 2021-06-30
002 2019-01-01 EDWARD J BERGERON 2020-08-13
002 2018-01-01 TAMMI TETU 2019-09-04
002 2017-01-01 TAMMI TETU 2018-10-01
002 2016-01-01 TAMMI TETU 2017-10-05
002 2015-01-01 TAMMI TETU 2016-09-01
002 2013-01-01 TAMMI TETU 2014-08-20
002 2012-01-01 TAMMI DOW 2013-06-11
002 2011-01-01 TAMMI DOW 2012-09-06 TAMMI DOW 2012-09-06
002 2010-01-01 TAMMI DOW 2011-07-07 TAMMI DOW 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	EDWARD J BERGERON	2024-07-30	EDWARD J BERGERON	2024-07-30
002	2022-01-01	EDWARD J BERGERON	2023-07-24	EDWARD J BERGERON	2023-07-24
002	2021-01-01	EDWARD J BERGERON	2022-06-19	EDWARD J BERGERON	2022-06-19
002	2020-01-01	EDWARD BERGERON	2021-06-30	EDWARD BERGERON	2021-06-30
002	2019-01-01	EDWARD J BERGERON	2020-08-13
002	2018-01-01	TAMMI TETU	2019-09-04
002	2017-01-01	TAMMI TETU	2018-10-01
002	2016-01-01	TAMMI TETU	2017-10-05
002	2015-01-01	TAMMI TETU	2016-09-01
002	2013-01-01	TAMMI TETU	2014-08-20
002	2012-01-01	TAMMI DOW	2013-06-11
002	2011-01-01	TAMMI DOW	2012-09-06	TAMMI DOW	2012-09-06
002	2010-01-01	TAMMI DOW	2011-07-07	TAMMI DOW	2011-07-07

Plan Statistics for CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-06 30
Total number of particpants at end of year 2025-10-06 28
Number of Participants With Account Balances 2025-10-06 28
2024: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-30 29
Total number of particpants at end of year 2024-07-30 30
Number of Participants With Account Balances 2024-07-30 29
2022: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-19 25
Total number of particpants at end of year 2022-06-19 27
Number of Participants With Account Balances 2022-06-19 26

Measure	Date	Value
2025: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-06	30
Total number of particpants at end of year	2025-10-06	28
Number of Participants With Account Balances	2025-10-06	28
2024: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-30	29
Total number of particpants at end of year	2024-07-30	30
Number of Participants With Account Balances	2024-07-30	29
2022: CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-19	25
Total number of particpants at end of year	2022-06-19	27
Number of Participants With Account Balances	2022-06-19	26

Financial Data on CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-06	0
Total expenses incurred by plan in this plan year	2025-10-06	1677899
Net assets as of the end of the plan year	2025-10-06	9214506
Total assets as of the beginning of the plan year	2025-10-06	8816638
Value of plan covered by a fidelity bond	2025-10-06	100000
Participant contributions to plan in this plan year	2025-10-06	302414
Other contributions to plan in this plan year	2025-10-06	65566
Other income to plan in this plan year	2025-10-06	1266340
Plan net income in this plan year	2025-10-06	397868
Net assets as of the end of the plan year	2025-10-06	9214506
Net assets as of the beginning of the plan year	2025-10-06	8816638
Employer contributions to plan in this plan year	2025-10-06	441447
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-06	635
2024 : CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-30	0
Total expenses incurred by plan in this plan year	2024-07-30	391548
Net assets as of the end of the plan year	2024-07-30	8816638
Total assets as of the beginning of the plan year	2024-07-30	7224820
Value of plan covered by a fidelity bond	2024-07-30	100000
Participant contributions to plan in this plan year	2024-07-30	277497
Other income to plan in this plan year	2024-07-30	1329281
Plan net income in this plan year	2024-07-30	1591818
Net assets as of the end of the plan year	2024-07-30	8816638
Net assets as of the beginning of the plan year	2024-07-30	7224820
Employer contributions to plan in this plan year	2024-07-30	376588
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-30	150
2022 : CARDIOTHORACIC SURGEONS OF GRAND TRAVERSE, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-06-19	0
Total expenses incurred by plan in this plan year	2022-06-19	10000
Net assets as of the end of the plan year	2022-06-19	8215515
Total assets as of the beginning of the plan year	2022-06-19	6675771
Value of plan covered by a fidelity bond	2022-06-19	100000
Participant contributions to plan in this plan year	2022-06-19	229141
Other income to plan in this plan year	2022-06-19	949636
Plan net income in this plan year	2022-06-19	1539744
Net assets as of the end of the plan year	2022-06-19	8215515
Net assets as of the beginning of the plan year	2022-06-19	6675771
Employer contributions to plan in this plan year	2022-06-19	370967
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-19	75

Potentially related plans

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Company Name:	CARDIOTHORACIC SURGEONS OF GRAND TR
Employer identification number (EIN):	383130631
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)