How big is Long Island Minimally Invasive Surgery, P.C.'s plan?

Long Island Minimally Invasive Surgery, P.C.'s plan reported $16.0M in assets and 430 participants for 2024.

Original filing (PDF)20250926072627NAL0013422050001

Long Island Minimally Invasive Surgery, P.C.

Name: Long Island Minimally Invasive Surgery, P.C. — Form 5500 Plan 003 (2024)
Creator: Long Island Minimally Invasive Surgery, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NYBG Retirement Plan

401(k) retirement plan · Long Island Minimally Invasive Surgery, P.C.'s NYBG Retirement Plan held $16.0M in plan assets for 430 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

430

Accounts w/ balance

408

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

Plan identifiers

Long Island Minimally Invasive Surgery, P.C.'s EIN is 11-3638939.

EIN 11-3638939

Plan number 003

Plan year 2024

ACK ID 20250926072627NAL0013422050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Long Island Minimally Invasive Surgery, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Long Island Minimally Invasive Surgery, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C..

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 227K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C.

EIN

all filings

Address

125 MINEOLA AVENUE · SUITE 200 · ROSLYN HEIGHTS, NY · 11577

Phone

(516) 351-7328

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS	—	CHICAGO, IL	TPA	$0	—
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SVC PROVIDER	$0	—

Investments

42 direct securities · 1 pooled fund· $29.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$14.7M

1 holding

Pooled Separate Accounts

$14.7M

40 holdings

Stable Value

$220K

1 holding

Bonds / Notes

$127K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001	Pooled Separate Account	—	—	$14.7M	91.6%
Voya Index Solution 2035 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	9.0%
Voya Index Solution 2045 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	8.7%
Vanguard 500 Index Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	7.5%
JPMorgan LargeCap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	7.2%
Voya Index Solution 2040 Pooled Separate Account	Pooled Separate Accounts	—	—	$993K	6.2%
T.Rowe Price Blue Chip Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$859K	5.4%
Voya Index Solution 2060 Pooled Separate Account	Pooled Separate Accounts	—	—	$737K	4.6%
Voya Index Solution 2050 Pooled Separate Account	Pooled Separate Accounts	—	—	$727K	4.5%
Vanguard Total Stock Market Pooled Separate Account	Pooled Separate Accounts	—	—	$531K	3.3%
Voya Index Solution 2055 Pooled Separate Account	Pooled Separate Accounts	—	—	$513K	3.2%
Voya Index Solution 2030 Pooled Separate Account	Pooled Separate Accounts	—	—	$438K	2.7%
Vanguard Windsor II Pooled Separate Account	Pooled Separate Accounts	—	—	$435K	2.7%
Vanguard Total World Stock Pooled Separate Account	Pooled Separate Accounts	—	—	$392K	2.4%
Vanguard International Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$389K	2.4%
Vanguard LifeStrategies Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$322K	2.0%
Vanguard LifeStrategies Moderate Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$306K	1.9%
American Funds Washington Mutual Pooled Separate Account	Pooled Separate Accounts	—	—	$269K	1.7%
Vanguard Emerging Markets Stock Pooled Separate Account	Pooled Separate Accounts	—	—	$250K	1.6%
Vanguard Mid-Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$231K	1.4%
Fidelity Total International Index Pooled Separate Account	Pooled Separate Accounts	—	—	$226K	1.4%
Vanguard Balanced Index Pooled Separate Account	Pooled Separate Accounts	—	—	$225K	1.4%
Vanguard Small-Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$221K	1.4%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$220K	1.4%
Vanguard Small-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$189K	1.2%
Voya Index Solution 2065 Pooled Separate Account	Pooled Separate Accounts	—	—	$170K	1.1%
Vanguard Mid-Cap Value Pooled Separate Account	Pooled Separate Accounts	—	—	$149K	0.9%
Vanguard Total Bond Market Pooled Separate Account	Pooled Separate Accounts	—	—	$146K	0.9%
Vanguard Small-Cap Value Pooled Separate Account	Pooled Separate Accounts	—	—	$135K	0.8%
Voya Index Solution 2025 Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	0.8%
Participant Loans Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$127K	0.8%
Cohen & Steers International Pooled Separate Account	Pooled Separate Accounts	—	—	$93K	0.6%
Vanguard High-Yield Corporate Pooled Separate Account	Pooled Separate Accounts	—	—	$75K	0.5%
American Funds Capital Income Builder Pooled Separate Account	Pooled Separate Accounts	—	—	$72K	0.4%
Vanguard Total International Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$53K	0.3%
iShares Russell Mid-Cap Index Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	0.3%
DFA Commodity Strategy Pooled Separate Account	Pooled Separate Accounts	—	—	$40K	0.2%
PIMCO Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.2%
Voya Government Money Market Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.2%
DFA Inflation-Protected Securities Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
Vanguard LifeStrategies Conservative Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.2%
Voya Index Solution Income Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.1%
Vanguard LifeStrategies Income Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%