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CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CASCADE ORTHOPEDICS & SPORTS MEDICINE CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CASCADE ORTHOPEDICS & SPORTS MEDICINE CENTER, P.C.
Employer identification number (EIN):930632049
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CASCADE ORTHOPEDICS & SPORTS MEDICINE CENTER, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1974-06-26
Company Identification Number: 10640118
Legal Registered Office Address: 1715 E 12TH ST

THE DALLES
United States of America (USA)
97058

More information about CASCADE ORTHOPEDICS & SPORTS MEDICINE CENTER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES, INC2024-05-16
0012022-01-01ERISA FIDUCIARY SERVICES, INC2023-06-01
0012021-01-01GREGORY STANLEY2022-07-15
0012020-01-01GREGORY STANLEY2021-10-13
0012020-01-01GREGORY STANLEY2021-12-29
0012019-01-01GREGORY STANLEY2020-10-12
0012018-01-01GREGORY STANLEY2019-10-14
0012018-01-01GREGORY STANLEY2020-01-10
0012017-01-01GREGORY STANLEY2018-11-09
0012016-01-01GREGORY STANLEY2017-10-24
0012016-01-01GREGORY STANLEY2017-10-13
0012015-01-01GREGORY STANLEY2017-05-18
0012014-01-01GREGORY STANLEY2017-04-04
0012013-01-01GREGORY STANLEY2016-11-10
0012012-01-01GREGORY STANLEY2016-11-02
0012011-01-01GREGORY STANLEY2016-09-01
0012010-01-01GREGORY STANLEY2011-10-17

Financial Data on CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-0341631
Net assets as of the end of the plan year2025-04-033631374
Total assets as of the beginning of the plan year2025-04-032905409
Value of plan covered by a fidelity bond2025-04-03500000
Participant contributions to plan in this plan year2025-04-0394628
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-03569201
Plan net income in this plan year2025-04-03725965
Net assets as of the end of the plan year2025-04-033631374
Net assets as of the beginning of the plan year2025-04-032905409
Employer contributions to plan in this plan year2025-04-03103767
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0313132
2024 : CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-16207721
Net assets as of the end of the plan year2024-05-162905409
Total assets as of the beginning of the plan year2024-05-162551643
Value of plan covered by a fidelity bond2024-05-16500000
Participant contributions to plan in this plan year2024-05-1670380
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-16491107
Plan net income in this plan year2024-05-16353766
Net assets as of the end of the plan year2024-05-162905409
Net assets as of the beginning of the plan year2024-05-162551643
Employer contributions to plan in this plan year2024-05-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1622364
2022 : CASCADE ORTHOPEDICS & SPORTS M 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1574591
Net assets as of the end of the plan year2022-07-153050653
Total assets as of the beginning of the plan year2022-07-152451377
Value of plan covered by a fidelity bond2022-07-15500000
Participant contributions to plan in this plan year2022-07-1568466
Value of participant loans at end of plan year2022-07-157149
Other expenses paid from plan in this plan year2022-07-1529302
Other income to plan in this plan year2022-07-15530496
Plan net income in this plan year2022-07-15599276
Net assets as of the end of the plan year2022-07-153050653
Net assets as of the beginning of the plan year2022-07-152451377
Employer contributions to plan in this plan year2022-07-1574905
Fees paid to broker by Benefit Provider2022-07-1513600

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