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MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameMOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST
Plan identification number 002

MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 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

MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C.
Employer identification number (EIN):450472085
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST

Measure Date Value
2024 : MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-12-100
Total liabilities as of the end of the plan year2024-12-100
Total liabilities as of the beginning of the plan year2024-12-100
Total expenses incurred by plan in this plan year2024-12-10448350
Net assets as of the end of the plan year2024-12-100
Total assets as of the beginning of the plan year2024-12-10440804
Value of plan covered by a fidelity bond2024-12-1075000
Participant contributions to plan in this plan year2024-12-100
Other expenses paid from plan in this plan year2024-12-100
Other contributions to plan in this plan year2024-12-100
Other income to plan in this plan year2024-12-107546
Plan net income in this plan year2024-12-10-440804
Net assets as of the end of the plan year2024-12-100
Net assets as of the beginning of the plan year2024-12-10440804
Employer contributions to plan in this plan year2024-12-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-100
Total transfers to/from plan in this plan year2024-04-250
Total liabilities as of the end of the plan year2024-04-250
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-250
Net assets as of the end of the plan year2024-04-25440804
Total assets as of the beginning of the plan year2024-04-25401468
Value of plan covered by a fidelity bond2024-04-2575000
Participant contributions to plan in this plan year2024-04-250
Other expenses paid from plan in this plan year2024-04-250
Other contributions to plan in this plan year2024-04-250
Other income to plan in this plan year2024-04-2521736
Plan net income in this plan year2024-04-2539336
Net assets as of the end of the plan year2024-04-25440804
Net assets as of the beginning of the plan year2024-04-25401468
Employer contributions to plan in this plan year2024-04-2517600
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-250
2022 : MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-260
Total liabilities as of the end of the plan year2022-08-260
Total liabilities as of the beginning of the plan year2022-08-260
Total expenses incurred by plan in this plan year2022-08-265422
Net assets as of the end of the plan year2022-08-26483472
Total assets as of the beginning of the plan year2022-08-26424570
Value of plan covered by a fidelity bond2022-08-2675000
Participant contributions to plan in this plan year2022-08-260
Other expenses paid from plan in this plan year2022-08-260
Other contributions to plan in this plan year2022-08-260
Other income to plan in this plan year2022-08-2664324
Plan net income in this plan year2022-08-2658902
Net assets as of the end of the plan year2022-08-26483472
Net assets as of the beginning of the plan year2022-08-26424570
Employer contributions to plan in this plan year2022-08-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-26500

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