Original filing (PDF)20251015153436NAL0005295265001

CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC

Name: CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC — CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC.

Plan sponsor

Name

CAPITAL CARDIOVASCULAR & THORACIC SURGERY ASSOCIATES, PLLC

EIN

20-5342452

Address

11023 EARLSGATE LANE · NORTH BETHESDA, MD · 20852

Phone

(202) 468-6712

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CARLOS A. FALCON

CARLOS A. FALCON RETIREMENT PLAN

$1.7M · 7 participants

JAMES S. TRIMBLE, M.D., P.A.

JAMES S. TRIMBLE, M.D., P.A. 401(K) PROFIT SHARING PLAN

$1.7M · 24 participants

MEDFORD WOMEN'S CLINIC LLP

MEDFORD WOMEN'S CLINIC LLP CASH BALANCE PLAN

$1.7M · 25 participants

INSTITUTE FOR WOMEN'S HEALTH, LTD.

INSTITUTE FOR WOMEN'S HEALTH, LTD. SAFE HARBOR 401(K) PLAN

$1.7M · 1 participants

SAM M KHOURI MD

SAM M KHOURI MD 401K PROFIT SHARING PLAN