401k Plan data: CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN plan

CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARDIOTHORACIC ASSOCIATES, PLC has sponsored the creation of one or more 401k plans.

Company Name: CARDIOTHORACIC ASSOCIATES, PLC

Employer identification number (EIN): 203859682

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

Additional information about CARDIOTHORACIC ASSOCIATES, PLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: B6017W

More information about CARDIOTHORACIC ASSOCIATES, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ANUP SUD 2018-10-15 ANUP SUD 2018-10-15
001 2016-01-01 ANUP SUD, MD 2017-10-11 ANUP SUD, MD 2017-10-11
001 2015-01-01 ANUP SUD 2016-10-17 ANUP SUD 2016-10-17
001 2014-01-01 ANUP SUD 2015-10-14 ANUP SUD 2015-10-14
001 2013-01-01 ANUP SUD 2014-09-03 ANUP SUD 2014-09-03
001 2012-01-01 ANUP SUD 2013-10-10 ANUP SUD 2013-10-10
001 2011-01-01 ANUP SUD 2012-10-10 ANUP SUD 2012-10-10
001 2010-01-01 ANUP SUD 2011-10-16 ANUP SUD 2011-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ANUP SUD	2018-10-15	ANUP SUD	2018-10-15
001	2016-01-01	ANUP SUD, MD	2017-10-11	ANUP SUD, MD	2017-10-11
001	2015-01-01	ANUP SUD	2016-10-17	ANUP SUD	2016-10-17
001	2014-01-01	ANUP SUD	2015-10-14	ANUP SUD	2015-10-14
001	2013-01-01	ANUP SUD	2014-09-03	ANUP SUD	2014-09-03
001	2012-01-01	ANUP SUD	2013-10-10	ANUP SUD	2013-10-10
001	2011-01-01	ANUP SUD	2012-10-10	ANUP SUD	2012-10-10
001	2010-01-01	ANUP SUD	2011-10-16	ANUP SUD	2011-10-16

Plan Statistics for CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,430,462
Acturial value of plan assets 2017-12-31 2,430,462
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,670,696
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 2,670,696
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 2,670,696
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 68,411
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 64,292
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 4,119
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 4,484
Total employer contributions 2017-12-31 200,100
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 185,641
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 121,387
Net shortfall amortization installment of oustanding balance 2017-12-31 244,973
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 172,884
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 172,884
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 185,641
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,268,696
Acturial value of plan assets 2016-12-31 2,268,696
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,487,376
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 2,487,376
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 2,487,376
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 114,926
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 44,012
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 70,914
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 68,411
Total employer contributions 2016-12-31 196,107
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 179,913
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 194,310
Net shortfall amortization installment of oustanding balance 2016-12-31 291,059
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 247,158
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 67,245
Additional cash requirement 2016-12-31 179,913
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 179,913
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,430,462
Acturial value of plan assets	2017-12-31	2,430,462
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,670,696
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	2,670,696
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	2,670,696
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	68,411
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	64,292
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	4,119
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	4,484
Total employer contributions	2017-12-31	200,100
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	185,641
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	121,387
Net shortfall amortization installment of oustanding balance	2017-12-31	244,973
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	172,884
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	172,884
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	185,641
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CARDIOTHORACIC ASSOCIATES, PLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,268,696
Acturial value of plan assets	2016-12-31	2,268,696
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,487,376
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	2,487,376
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	2,487,376
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	114,926
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	44,012
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	70,914
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	68,411
Total employer contributions	2016-12-31	196,107
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	179,913
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	194,310
Net shortfall amortization installment of oustanding balance	2016-12-31	291,059
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	247,158
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	67,245
Additional cash requirement	2016-12-31	179,913
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	179,913
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CARDIOTHORACIC ASSOCIATES, PLC
Employer identification number (EIN):	203859682
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	B6017W