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CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 004

CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 ORTHOPAEDICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CASCADE ORTHOPAEDICS, PLLC
Employer identification number (EIN):911666200
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 ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01SHAUN SCHULLER2024-08-16
0042022-01-01SHAUN SCHULLER2023-09-14
0042021-01-01SHAUN SCHULLER2022-09-15
0042020-01-01SHAUN SCHULLER2021-06-07
0042019-01-01SHAUN SCHULLER2020-05-26
0042018-01-01SHAUN SCHULLER2019-08-26
0042017-01-01SHAUN SCHULLER2018-09-13
0042016-01-01SHAUN SCHULLER2017-06-02
0042015-01-01SHAUN SCHULLER2016-10-17
0042014-01-01SHAUN SCHULLER2015-03-30
0042013-01-01SHAUN SCHULLER2014-07-03
0042012-01-01SHAUN SCHULLER2013-10-07
0042011-01-01SHAUN SCHULLER2012-10-08
0042009-01-01SHAUN SCHULLER

Plan Statistics for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-0668
Total number of particpants at end of year2025-08-060
Number of Participants With Account Balances2025-08-060
Total number of particpants at beginning of year2025-03-24124
Total number of particpants at end of year2025-03-2468
Number of Participants With Account Balances2025-03-2468
2024: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-15117
Total number of particpants at end of year2024-08-15124
Number of Participants With Account Balances2024-08-1589
2022: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-09-15115
Total number of particpants at end of year2022-09-15118
Number of Participants With Account Balances2022-09-1586
2009: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01112
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-069894853
Net assets as of the end of the plan year2025-08-060
Total assets as of the beginning of the plan year2025-08-0610120516
Value of plan covered by a fidelity bond2025-08-06500000
Participant contributions to plan in this plan year2025-08-066280
Value of participant loans at end of plan year2025-08-060
Other income to plan in this plan year2025-08-06-236638
Plan net income in this plan year2025-08-06-10120516
Net assets as of the end of the plan year2025-08-060
Net assets as of the beginning of the plan year2025-08-0610120516
Employer contributions to plan in this plan year2025-08-064695
Total expenses incurred by plan in this plan year2025-03-2410284788
Net assets as of the end of the plan year2025-03-2410120516
Total assets as of the beginning of the plan year2025-03-2416758918
Value of plan covered by a fidelity bond2025-03-24500000
Participant contributions to plan in this plan year2025-03-24304417
Value of participant loans at end of plan year2025-03-2421592
Other contributions to plan in this plan year2025-03-2476444
Other income to plan in this plan year2025-03-243161410
Plan net income in this plan year2025-03-24-6638402
Net assets as of the end of the plan year2025-03-2410120516
Net assets as of the beginning of the plan year2025-03-2416758918
Employer contributions to plan in this plan year2025-03-24104115
2024 : CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-15390692
Net assets as of the end of the plan year2024-08-1516758918
Total assets as of the beginning of the plan year2024-08-1513443484
Value of plan covered by a fidelity bond2024-08-15500000
Participant contributions to plan in this plan year2024-08-15479923
Value of participant loans at end of plan year2024-08-1552698
Other contributions to plan in this plan year2024-08-1510585
Other income to plan in this plan year2024-08-153088277
Plan net income in this plan year2024-08-153315434
Net assets as of the end of the plan year2024-08-1516758918
Net assets as of the beginning of the plan year2024-08-1513443484
Employer contributions to plan in this plan year2024-08-15127341
2022 : CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-15202054
Net assets as of the end of the plan year2022-09-1517189532
Total assets as of the beginning of the plan year2022-09-1514102589
Value of plan covered by a fidelity bond2022-09-15500000
Participant contributions to plan in this plan year2022-09-15483878
Value of participant loans at end of plan year2022-09-1558034
Other contributions to plan in this plan year2022-09-15259284
Other income to plan in this plan year2022-09-152364686
Plan net income in this plan year2022-09-153086943
Net assets as of the end of the plan year2022-09-1517189532
Net assets as of the beginning of the plan year2022-09-1514102589
Employer contributions to plan in this plan year2022-09-15181149
2010 : CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$959,125
Expenses. Total of all expenses incurred2010-12-31$1,015,502
Benefits paid (including direct rollovers)2010-12-31$1,015,502
Total plan assets at end of year2010-12-31$4,194,148
Total plan assets at beginning of year2010-12-31$4,250,525
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$370,663
Assets. Value of loans (other than to participants)2010-12-31$0
Other income received2010-12-31$399,734
Net income (gross income less expenses)2010-12-31$-56,377
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,194,148
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,250,525
Assets. Value of participant loans2010-12-31$115,687
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$188,728

Form 5500 Responses for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

2009: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-41-N205
Policy instance 1

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