401k Plan data: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST plan

ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number	002

ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ST CROIX VALLEY ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ST CROIX VALLEY ORTHODONTICS, LLC

Employer identification number (EIN): 463128563

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2025: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-10-17 7
Total number of particpants at end of year 2025-10-17 0
Total number of particpants at beginning of year 2025-10-14 8
Total number of particpants at end of year 2025-10-14 7
2024: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 9
Total number of particpants at end of year 2024-10-15 10
2022: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 325,138
Acturial value of plan assets 2022-12-31 325,138
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 1,998
Active participant vested funding target 2022-12-31 375,506
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 380,147
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 382,145
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 23,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 23,209
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 131,207
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 130,977
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 124,262
Net shortfall amortization installment of oustanding balance 2022-12-31 57,007
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 129,530
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 129,530
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 130,977
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 273,930
Acturial value of plan assets 2021-12-31 273,930
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 236,480
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 239,018
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 239,018
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 8,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 8,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 102,359
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 102,027
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 113,730
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 78,818
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 78,818
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 102,027
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 127,594
Acturial value of plan assets 2020-12-31 127,594
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 118,388
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 118,388
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 5,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 115,370
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 114,460
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 115,021
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 105,815
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 105,815
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 114,460
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 0
Acturial value of plan assets 2019-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 0
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 117,681
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 113,565
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 107,745
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 107,745
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 107,745
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 113,565
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2025: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-10-17	7
Total number of particpants at end of year	2025-10-17	0
Total number of particpants at beginning of year	2025-10-14	8
Total number of particpants at end of year	2025-10-14	7
2024: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	9
Total number of particpants at end of year	2024-10-15	10
2022: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	325,138
Acturial value of plan assets	2022-12-31	325,138
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	1,998
Active participant vested funding target	2022-12-31	375,506
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	380,147
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	382,145
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	23,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	23,209
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	131,207
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	130,977
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	124,262
Net shortfall amortization installment of oustanding balance	2022-12-31	57,007
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	129,530
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	129,530
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	130,977
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	273,930
Acturial value of plan assets	2021-12-31	273,930
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	236,480
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	239,018
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	239,018
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	8,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	102,359
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	102,027
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	113,730
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	78,818
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	78,818
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	102,027
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	127,594
Acturial value of plan assets	2020-12-31	127,594
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	118,388
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	118,388
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	5,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	115,370
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	114,460
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	115,021
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	105,815
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	105,815
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	114,460
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	117,681
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	113,565
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	107,745
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	107,745
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	107,745
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	113,565
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

Financial Data on ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure	Date	Value
2025 : ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year	2025-10-17	0
Total liabilities as of the beginning of the plan year	2025-10-17	0
Total expenses incurred by plan in this plan year	2025-10-17	809905
Net assets as of the end of the plan year	2025-10-17	0
Total assets as of the beginning of the plan year	2025-10-17	790113
Value of plan covered by a fidelity bond	2025-10-17	79012
Participant contributions to plan in this plan year	2025-10-17	0
Other expenses paid from plan in this plan year	2025-10-17	0
Other contributions to plan in this plan year	2025-10-17	0
Other income to plan in this plan year	2025-10-17	19792
Plan net income in this plan year	2025-10-17	-790113
Net assets as of the end of the plan year	2025-10-17	0
Net assets as of the beginning of the plan year	2025-10-17	790113
Employer contributions to plan in this plan year	2025-10-17	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-17	3069
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	13671
Net assets as of the end of the plan year	2025-10-14	790113
Total assets as of the beginning of the plan year	2025-10-14	681186
Value of plan covered by a fidelity bond	2025-10-14	79012
Participant contributions to plan in this plan year	2025-10-14	0
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	0
Other income to plan in this plan year	2025-10-14	56949
Plan net income in this plan year	2025-10-14	108927
Net assets as of the end of the plan year	2025-10-14	790113
Net assets as of the beginning of the plan year	2025-10-14	681186
Employer contributions to plan in this plan year	2025-10-14	65649
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	9586
2024 : ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-15	0
Total liabilities as of the beginning of the plan year	2024-10-15	0
Total expenses incurred by plan in this plan year	2024-10-15	5853
Net assets as of the end of the plan year	2024-10-15	681186
Total assets as of the beginning of the plan year	2024-10-15	457175
Value of plan covered by a fidelity bond	2024-10-15	68119
Participant contributions to plan in this plan year	2024-10-15	0
Other expenses paid from plan in this plan year	2024-10-15	0
Other contributions to plan in this plan year	2024-10-15	0
Other income to plan in this plan year	2024-10-15	72784
Plan net income in this plan year	2024-10-15	224011
Net assets as of the end of the plan year	2024-10-15	681186
Net assets as of the beginning of the plan year	2024-10-15	457175
Employer contributions to plan in this plan year	2024-10-15	157080
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	3004

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ST CROIX VALLEY ORTHODONTICS, LLC
Employer identification number (EIN):	463128563
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01