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MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 SURGICAL IN has sponsored the creation of one or more 401k plans.

Company Name:MINIMALLY INVASIVE SURGICAL IN
Employer identification number (EIN):473820324
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAYLOR VAZQUEZ2024-07-30
0012022-01-01TAYLOR VAZQUEZ2023-03-31
0012021-01-01TAYLOR VAZQUEZ2022-03-29
0012020-01-01EDWARD ROJAS2021-06-02
0012019-01-01TAYLOR VAZQUEZ2020-07-29

Plan Statistics for MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-1866
Total number of particpants at end of year2025-08-182
Number of Participants With Account Balances2025-08-181
Total number of particpants at beginning of year2025-06-242
Total number of particpants at end of year2025-06-240
Number of Participants With Account Balances2025-06-240
2024: MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-3059
Total number of particpants at end of year2024-07-3066
Number of Participants With Account Balances2024-07-3060
2022: MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-2945
Total number of particpants at end of year2022-03-2948
Number of Participants With Account Balances2022-03-2947

Financial Data on MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-180
Total liabilities as of the end of the plan year2025-08-180
Total liabilities as of the beginning of the plan year2025-08-180
Total expenses incurred by plan in this plan year2025-08-18162782
Net assets as of the end of the plan year2025-08-1889
Total assets as of the beginning of the plan year2025-08-18155397
Value of plan covered by a fidelity bond2025-08-1820000
Participant contributions to plan in this plan year2025-08-182008
Other expenses paid from plan in this plan year2025-08-180
Other contributions to plan in this plan year2025-08-180
Other income to plan in this plan year2025-08-185466
Plan net income in this plan year2025-08-18-155308
Net assets as of the end of the plan year2025-08-1889
Net assets as of the beginning of the plan year2025-08-18155397
Employer contributions to plan in this plan year2025-08-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-187643
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-2488
Net assets as of the end of the plan year2025-06-240
Total assets as of the beginning of the plan year2025-06-2489
Value of plan covered by a fidelity bond2025-06-2420000
Participant contributions to plan in this plan year2025-06-240
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-240
Other income to plan in this plan year2025-06-24-1
Plan net income in this plan year2025-06-24-89
Net assets as of the end of the plan year2025-06-240
Net assets as of the beginning of the plan year2025-06-2489
Employer contributions to plan in this plan year2025-06-240
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2488
2024 : MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-304441
Net assets as of the end of the plan year2024-07-30155397
Total assets as of the beginning of the plan year2024-07-30112460
Value of plan covered by a fidelity bond2024-07-3020000
Participant contributions to plan in this plan year2024-07-3037630
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-309748
Plan net income in this plan year2024-07-3042937
Net assets as of the end of the plan year2024-07-30155397
Net assets as of the beginning of the plan year2024-07-30112460
Employer contributions to plan in this plan year2024-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-302105
2022 : MINIMALLY INVASIVE SURGICAL IN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-290
Total liabilities as of the end of the plan year2022-03-290
Total liabilities as of the beginning of the plan year2022-03-290
Total expenses incurred by plan in this plan year2022-03-29546
Net assets as of the end of the plan year2022-03-2975890
Total assets as of the beginning of the plan year2022-03-2937707
Value of plan covered by a fidelity bond2022-03-2920000
Participant contributions to plan in this plan year2022-03-2934203
Other expenses paid from plan in this plan year2022-03-290
Other contributions to plan in this plan year2022-03-290
Other income to plan in this plan year2022-03-294526
Plan net income in this plan year2022-03-2938183
Net assets as of the end of the plan year2022-03-2975890
Net assets as of the beginning of the plan year2022-03-2937707
Employer contributions to plan in this plan year2022-03-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-29546

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