Island Cardiovascular Associates, P.C. 401(K) Savings & Retirement Plan — Form 5500 plan (Island Cardiovascular Associates, P.C.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Island Cardiovascular Associates, P.C. 401(K) Savings & Retirement Plan is a benefit plan reported by Island Cardiovascular Associates, P.C. under EIN 11-3085242 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $11,349,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Island Cardiovascular Associates, P.C.
EIN
11-3085242
Plan number
001
Plan type
2
Location
Smithtown, NY
Latest filing year
2023
Participants
38
End-of-year plan assets
$11,349,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338I20241002112417NAL0014865712001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$11,349,756
Total liabilities (EOY)
$0
Net assets (EOY)
$11,349,756
Net assets (BOY)
$8,633,624

Income & contributions

Employer contributions
$0
Participant contributions
$86,207
Total income / additions
$2,726,734

Expenses & distributions

Benefits paid
$22,792
Administrative expenses
-$12,190
Total expenses
$10,602
Net increase / (decrease)
$2,716,132

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages