| Plan Name | GREAT LAKES MSO CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | GREAT LAKES MSO, LLC |
| Employer identification number (EIN): | 872326633 |
| NAIC Classification: | 621112 |
| NAIC Description: | Offices of Physicians, Mental Health Specialists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | SOMMER SMITH | 2024-10-04 | ||
| 002 | 2022-01-01 | SOMMER SMITH | 2023-10-09 |
| Measure | Date | Value |
|---|---|---|
| 2024 : GREAT LAKES MSO CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-04 | -18434 |
| Total liabilities as of the beginning of the plan year | 2024-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-04 | 1695550 |
| Net assets as of the end of the plan year | 2024-10-04 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 1639084 |
| Value of plan covered by a fidelity bond | 2024-10-04 | 165000 |
| Other income to plan in this plan year | 2024-10-04 | 16900 |
| Plan net income in this plan year | 2024-10-04 | -1620650 |
| Net assets as of the end of the plan year | 2024-10-04 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 1639084 |
| Employer contributions to plan in this plan year | 2024-10-04 | 58000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 6867 |