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IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 401k Plan overview

Plan NameIDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN
Plan identification number 001

IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IDAHO ARTHRITIS & OSTEOPOROSIS CTR has sponsored the creation of one or more 401k plans.

Company Name:IDAHO ARTHRITIS & OSTEOPOROSIS CTR
Employer identification number (EIN):820536242
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ERIC PALFREYMAN
0012023-01-01
0012023-01-01ERIC PALFREYMAN
0012022-01-01ERIC PALFREYMAN2023-06-26
0012021-01-01
0012021-01-01MIKAEL LAGWINSKI
0012018-01-01MIKAEL LAGWINKSI2019-05-09
0012017-01-01MIKAEL LAGWINKSI2018-07-24
0012016-01-01MIKAEL LAGWINKSI2017-06-26
0012015-01-01MIKAEL LAGWINKSI2016-05-19
0012014-01-01MIKAEL LAGWINKSI2015-08-11 MIKAEL LAGWINSKI2015-08-11
0012013-01-01MIKAEL LAGWINKSI2014-09-24
0012012-01-01MIKAEL LAGWINKSI2013-10-10
0012011-01-01MIKAEL LAGWINKSI2012-09-21
0012010-01-01DARYL K. MACCARTER, MD2011-02-16

Financial Data on IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN

Measure Date Value
2024 : IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$877,409
Expenses. Total of all expenses incurred2024-01-01$487,263
Benefits paid (including direct rollovers)2024-01-01$484,046
Total plan assets at end of year2024-01-01$4,102,769
Total plan assets at beginning of year2024-01-01$3,712,623
Value of fidelity bond covering the plan2024-01-01$500,000
Total contributions received or receivable from participants2024-01-01$160,722
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$541,276
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$390,146
Net plan assets at end of year (total assets less liabilities)2024-01-01$4,102,769
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$3,712,623
Total contributions received or receivable from employer(s)2024-01-01$175,411
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$3,217
2023 : IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,129,012
Expenses. Total of all expenses incurred2023-12-31$127,465
Benefits paid (including direct rollovers)2023-12-31$126,157
Total plan assets at end of year2023-12-31$3,712,623
Total plan assets at beginning of year2023-12-31$2,711,076
Value of fidelity bond covering the plan2023-12-31$200,000
Total contributions received or receivable from participants2023-12-31$178,057
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$106,124
Other income received2023-12-31$671,445
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,001,547
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,712,623
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,711,076
Total contributions received or receivable from employer(s)2023-12-31$173,386
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,308
2022 : IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-513,033
Expenses. Total of all expenses incurred2022-12-31$21,136
Benefits paid (including direct rollovers)2022-12-31$20,055
Total plan assets at end of year2022-12-31$2,711,076
Total plan assets at beginning of year2022-12-31$3,245,245
Value of fidelity bond covering the plan2022-12-31$330,000
Total contributions received or receivable from participants2022-12-31$193,416
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-901,959
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-534,169
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,711,076
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,245,245
Total contributions received or receivable from employer(s)2022-12-31$195,510
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,081
2021 : IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$668,542
Expenses. Total of all expenses incurred2021-12-31$32,088
Benefits paid (including direct rollovers)2021-12-31$29,675
Total plan assets at end of year2021-12-31$3,245,245
Total plan assets at beginning of year2021-12-31$2,608,791
Value of fidelity bond covering the plan2021-12-31$270,000
Total contributions received or receivable from participants2021-12-31$209,982
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$215,199
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$636,454
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,245,245
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,608,791
Total contributions received or receivable from employer(s)2021-12-31$243,361
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0

Form 5500 Responses for IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN

2023: IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IDAHO ARTHRITIS & OSTEOPOROSIS CTR 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873395
Policy instance 1
Insurance contract or identification number873395
Number of Individuals Covered54
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7,122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873395
Policy instance 1
Insurance contract or identification number873395
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873395
Policy instance 1

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