2023 Form 5500 filing — Humphrey Shoulder Clinic Cash Balance Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612160004NAL0013980931001) for Humphrey Shoulder Clinic Cash Balance Plan, reported by Boise Shoulder Clinic, Pa under EIN 20-5570411 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240612160004NAL0013980931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boise Shoulder Clinic, Pa
- EIN
- 20-5570411
- Plan number
- 002
- Location
- Eagle, ID
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,427,129
- Net assets (EOY)
- $1,427,129
- Employer contributions
- $164,000
- Total income / additions
- $323,331
- Benefits paid
- $4,578
- Total expenses
- $4,578
- Net increase / (decrease)
- $318,753
- Schedule source
- Schedule I