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CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 401k Plan overview

Plan NameCASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN
Plan identification number 001

CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 INTERNAL MEDICINE SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name:CASCADE INTERNAL MEDICINE SPECIALISTS
Employer identification number (EIN):205218222
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAILYN SHADDIX2024-06-18 KAILYN SHADDIX2024-06-18
0012022-01-01KAILYN SHADDIX2023-07-03
0012021-01-01VICKI ROWDEN2022-06-02
0012021-01-01LOUISE PACKARD2022-06-08
0012020-01-01VICKI ROWDEN2021-05-04
0012019-01-01VICKI ROWDEN2020-06-16
0012018-01-01VICKI ROWDEN2019-06-19
0012017-01-01VICKI ROWDEN2018-06-05
0012016-01-01VICKI ROWDEN2017-06-29
0012015-01-01VICKI ROWDEN2016-05-17
0012014-01-01VICKI ROWDEN2015-05-05
0012013-01-01VICKI ROWDEN2014-06-02
0012012-01-01VICKI ROWDEN2013-06-05
0012011-01-01VICKI ROWDEN
0012010-01-01VICKI ROWDEN
0012009-01-01STANDLEY, TERESA

Financial Data on CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN

Measure Date Value
2025 : CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-261723
Net assets as of the end of the plan year2025-09-261602277
Total assets as of the beginning of the plan year2025-09-261342763
Value of plan covered by a fidelity bond2025-09-26200000
Participant contributions to plan in this plan year2025-09-2638821
Value of participant loans at end of plan year2025-09-262119
Other income to plan in this plan year2025-09-26190354
Plan net income in this plan year2025-09-26259514
Net assets as of the end of the plan year2025-09-261602277
Net assets as of the beginning of the plan year2025-09-261342763
Employer contributions to plan in this plan year2025-09-2632062
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-261569
2024 : CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-18100575
Net assets as of the end of the plan year2024-06-181342763
Total assets as of the beginning of the plan year2024-06-181119879
Value of plan covered by a fidelity bond2024-06-1845000
Participant contributions to plan in this plan year2024-06-1869174
Value of participant loans at end of plan year2024-06-183726
Other income to plan in this plan year2024-06-18224444
Plan net income in this plan year2024-06-18222884
Net assets as of the end of the plan year2024-06-181342763
Net assets as of the beginning of the plan year2024-06-181119879
Employer contributions to plan in this plan year2024-06-1829841
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-18255
2022 : CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-080
Total expenses incurred by plan in this plan year2022-06-08330
Net assets as of the end of the plan year2022-06-081377042
Total assets as of the beginning of the plan year2022-06-08801806
Value of plan covered by a fidelity bond2022-06-0845000
Participant contributions to plan in this plan year2022-06-0875313
Value of participant loans at end of plan year2022-06-0847833
Other contributions to plan in this plan year2022-06-08336429
Other income to plan in this plan year2022-06-08132745
Plan net income in this plan year2022-06-08575236
Net assets as of the end of the plan year2022-06-081377042
Net assets as of the beginning of the plan year2022-06-08801806
Employer contributions to plan in this plan year2022-06-0831079
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-08330
2011 : CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$84,110
Expenses. Total of all expenses incurred2011-12-31$22,354
Benefits paid (including direct rollovers)2011-12-31$22,304
Total plan assets at end of year2011-12-31$374,514
Total plan assets at beginning of year2011-12-31$312,758
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$32,100
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-21,361
Net income (gross income less expenses)2011-12-31$61,756
Net plan assets at end of year (total assets less liabilities)2011-12-31$374,514
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$312,758
Assets. Value of participant loans2011-12-31$1,648
Total contributions received or receivable from employer(s)2011-12-31$73,371
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$134,534
Expenses. Total of all expenses incurred2010-12-31$7,978
Benefits paid (including direct rollovers)2010-12-31$7,978
Total plan assets at end of year2010-12-31$312,758
Total plan assets at beginning of year2010-12-31$186,202
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$30,625
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$30,748
Net income (gross income less expenses)2010-12-31$126,556
Net plan assets at end of year (total assets less liabilities)2010-12-31$312,758
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$186,202
Total contributions received or receivable from employer(s)2010-12-31$73,161
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN

2011: CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CASCADE INTERNAL MEDICINE SPECIALISTS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942676
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942676
Policy instance 1

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