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ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST
Plan identification number 001

ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).

401k Sponsoring company profile

ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC
Employer identification number (EIN):461331395
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ANDREW CURRAN2016-04-27
0012014-01-01ANDREW CURRAN
0012013-01-01ANDREW CURRAN2014-04-14
0012012-10-01ANDREW CURRAN2013-10-02

Plan Statistics for ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST

Measure Date Value
2014: ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST

Measure Date Value
2014 : ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$627,857
Expenses. Total of all expenses incurred2014-12-31$89
Total plan assets at end of year2014-12-31$1,812,070
Total plan assets at beginning of year2014-12-31$1,184,302
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$40,812
Net income (gross income less expenses)2014-12-31$627,768
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,812,070
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,184,302
Total contributions received or receivable from employer(s)2014-12-31$587,045
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$89
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST

2014: ORTHOPAEDIC SPECIALISTS OF IDAHO, PLLC CASH BALANCE PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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