401k Plan data: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN plan

CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN
Plan identification number	001

CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
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

CARDIOVASCULAR SURGERY CLINIC PLLC has sponsored the creation of one or more 401k plans.

Company Name: CARDIOVASCULAR SURGERY CLINIC PLLC

Employer identification number (EIN): 621719735

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

Additional information about CARDIOVASCULAR SURGERY CLINIC PLLC

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services

Incorporation Date:

Company Identification Number: 000341704

More information about CARDIOVASCULAR SURGERY CLINIC PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 HARVEY GARRET
001 2012-01-01 HARVEY GARRET
001 2011-01-01 HARVEY GARRET
001 2010-01-01 HARVEY GARRET

Plan Statistics for CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN

Measure Date Value
2017: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 31
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 44
Number of participants with account balances 2015-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2017: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	31
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	44
Number of participants with account balances	2015-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2017 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,274,571
Expenses. Total of all expenses incurred	2017-12-31	$207,811
Benefits paid (including direct rollovers)	2017-12-31	$203,470
Total plan assets at end of year	2017-12-31	$7,771,830
Total plan assets at beginning of year	2017-12-31	$6,705,070
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$102,501
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,341
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,012,691
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,066,760
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,771,830
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,705,070
Assets. Value of participant loans	2017-12-31	$52,182
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$159,379
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$750,884
Expenses. Total of all expenses incurred	2016-12-31	$171,928
Benefits paid (including direct rollovers)	2016-12-31	$171,183
Total plan assets at end of year	2016-12-31	$6,705,070
Total plan assets at beginning of year	2016-12-31	$6,126,114
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$107,847
Expenses. Other expenses not covered elsewhere	2016-12-31	$745
Contributions received from other sources (not participants or employers)	2016-12-31	$62,374
Other income received	2016-12-31	$409,996
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$578,956
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,705,070
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,126,114
Assets. Value of participant loans	2016-12-31	$55,224
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$14,602
Total contributions received or receivable from employer(s)	2016-12-31	$170,667
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$513,705
Expenses. Total of all expenses incurred	2015-12-31	$686,331
Benefits paid (including direct rollovers)	2015-12-31	$685,571
Total plan assets at end of year	2015-12-31	$6,126,114
Total plan assets at beginning of year	2015-12-31	$6,298,740
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$92,429
Expenses. Other expenses not covered elsewhere	2015-12-31	$760
Contributions received from other sources (not participants or employers)	2015-12-31	$243,435
Other income received	2015-12-31	$-8,677
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-172,626
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,126,114
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,298,740
Assets. Value of participant loans	2015-12-31	$65,887
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$57,576
Total contributions received or receivable from employer(s)	2015-12-31	$186,518
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$661,803
Expenses. Total of all expenses incurred	2014-12-31	$146,478
Benefits paid (including direct rollovers)	2014-12-31	$145,843
Total plan assets at end of year	2014-12-31	$6,298,740
Total plan assets at beginning of year	2014-12-31	$5,783,415
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$110,304
Expenses. Other expenses not covered elsewhere	2014-12-31	$635
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$329,956
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$515,325
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,298,740
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,783,415
Assets. Value of participant loans	2014-12-31	$144,496
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$55,184
Total contributions received or receivable from employer(s)	2014-12-31	$221,543
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,073,786
Expenses. Total of all expenses incurred	2013-12-31	$123,047
Benefits paid (including direct rollovers)	2013-12-31	$122,037
Total plan assets at end of year	2013-12-31	$5,783,415
Total plan assets at beginning of year	2013-12-31	$4,832,676
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$106,176
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,010
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$900,723
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$950,739
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,783,415
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,832,676
Assets. Value of participant loans	2013-12-31	$153,270
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$166,831
Total contributions received or receivable from employer(s)	2013-12-31	$66,887
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$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 securities	2013-12-31	$0
2012 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$837,776
Expenses. Total of all expenses incurred	2012-12-31	$117,160
Benefits paid (including direct rollovers)	2012-12-31	$116,355
Total plan assets at end of year	2012-12-31	$4,832,676
Total plan assets at beginning of year	2012-12-31	$4,112,060
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$120,290
Expenses. Other expenses not covered elsewhere	2012-12-31	$805
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$522,236
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$720,616
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,832,676
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,112,060
Assets. Value of participant loans	2012-12-31	$79,834
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$178,389
Total contributions received or receivable from employer(s)	2012-12-31	$195,250
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$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 securities	2012-12-31	$0
2011 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$457,883
Expenses. Total of all expenses incurred	2011-12-31	$100,032
Benefits paid (including direct rollovers)	2011-12-31	$100,032
Total plan assets at end of year	2011-12-31	$4,112,060
Total plan assets at beginning of year	2011-12-31	$3,754,209
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$196,060
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$136,538
Other income received	2011-12-31	$-18,456
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$357,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,112,060
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,754,209
Assets. Value of participant loans	2011-12-31	$19,926
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$195,858
Total contributions received or receivable from employer(s)	2011-12-31	$143,741
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$292,006
Expenses. Total of all expenses incurred	2010-12-31	$165,883
Benefits paid (including direct rollovers)	2010-12-31	$164,633
Total plan assets at end of year	2010-12-31	$3,754,209
Total plan assets at beginning of year	2010-12-31	$3,628,086
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$40,120
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,250
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$251,886
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$126,123
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,754,209
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,628,086
Assets. Value of participant loans	2010-12-31	$62,527
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$117,939
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN

2017: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARDIOVASCULAR SURGERY CLINIC, PLLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5127

Policy instance

Insurance contract or identification number	GH5127
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $519
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $519
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN KEEGAN AND COMPANY, INC

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Company Name:	CARDIOVASCULAR SURGERY CLINIC PLLC
Employer identification number (EIN):	621719735
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number:	000341704

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	HARVEY GARRET
001	2012-01-01	HARVEY GARRET
001	2011-01-01	HARVEY GARRET
001	2010-01-01	HARVEY GARRET