How many benefit plans does Bone & Joint Clinic, S.C. report on Form 5500?

Bone & Joint Clinic, S.C. (EIN 39-1130341) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bone & Joint Clinic, S.C.?

The Employer Identification Number (EIN) reported for Bone & Joint Clinic, S.C. is 39-1130341.

What is the latest Form 5500 filing year for Bone & Joint Clinic, S.C.?

The latest loaded Form 5500 filing year for Bone & Joint Clinic, S.C. is 2023.

Bone & Joint Clinic, S.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bone & Joint Clinic, S.C. (EIN 39-1130341) is a plan sponsor located in Wausau, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1130341
Location: Wausau, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $38,607,121
Total reported liabilities (EOY): $7,531
Total reported net assets (EOY): $38,599,590

Contributions & income

Employer contributions: $1,850,720
Participant contributions: $1,543,984
Total income / additions: $8,863,459

Expenses & distributions

Benefits paid / distributions: $5,719,120
Total expenses: $5,832,058
Net increase / (decrease): $3,031,401

Coverage

Total reported participants: 575
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bone & Joint Clinic, S.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bone & Joint Clinic, S.C. 401(K) Plan	004	320	$38,607,121	2023
Bone & Joint Clinic, S.C. Welfare Benefit Plan	503	255	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bone & Joint Clinic, S.C.
Year	Plan	Participants	Schedules	Filing
2023	Bone & Joint Clinic, S.C. Welfare Benefit Plan	255	C	20240724111315NAL0012533697001
2023	Bone & Joint Clinic, S.C. 401(K) Plan	320	H, C	20241013135107NAL0042252400001