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CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN 401k Plan overview

Plan NameCHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN
Plan identification number 003

CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. has sponsored the creation of one or more 401k plans.

Company Name:CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C.
Employer identification number (EIN):200976275
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01AUSTIN CROW2024-05-31

Plan Statistics for CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN

401k plan membership statisitcs for CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN

Measure Date Value
2025: CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-2773
Total number of particpants at end of year2025-03-2774
2024: CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-3171
Total number of particpants at end of year2024-05-3171

Financial Data on CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN

Measure Date Value
2025 : CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-270
Total expenses incurred by plan in this plan year2025-03-2712022
Net assets as of the end of the plan year2025-03-273510609
Total assets as of the beginning of the plan year2025-03-271848172
Value of plan covered by a fidelity bond2025-03-27500000
Other income to plan in this plan year2025-03-27177093
Plan net income in this plan year2025-03-271662437
Net assets as of the end of the plan year2025-03-273510609
Net assets as of the beginning of the plan year2025-03-271848172
Employer contributions to plan in this plan year2025-03-271497366
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2712022
2024 : CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-310
Total liabilities as of the beginning of the plan year2024-05-310
Total expenses incurred by plan in this plan year2024-05-312317
Net assets as of the end of the plan year2024-05-311848172
Total assets as of the beginning of the plan year2024-05-310
Value of plan covered by a fidelity bond2024-05-31500000
Participant contributions to plan in this plan year2024-05-310
Other contributions to plan in this plan year2024-05-310
Other income to plan in this plan year2024-05-3193702
Plan net income in this plan year2024-05-311848172
Net assets as of the end of the plan year2024-05-311848172
Net assets as of the beginning of the plan year2024-05-310
Employer contributions to plan in this plan year2024-05-311756787
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-312317

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