Orthopedic & Sports Medicine Specialists Of Green Bay Sc Cash Balance Plan — Form 5500 plan (Orthopedic & Sports Medicine Specialists Of Green Bay Sc)
Plain-English plan 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, Orthopedic & Sports Medicine Specialists Of Green Bay Sc Cash Balance Plan is a benefit plan reported by Orthopedic & Sports Medicine Specialists Of Green Bay Sc under EIN 26-1132759 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $1,497,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic & Sports Medicine Specialists Of Green Bay Sc
- EIN
- 26-1132759
- Plan number
- 003
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $1,497,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240919092319NAL0003394083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,497,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,497,846
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,464,581
- Participant contributions
- $0
- Total contributions
- $1,464,581
- Total income / additions
- $1,498,963
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,117
- Total expenses
- $1,117
- Net increase / (decrease)
- $1,497,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Domestic Holdings | not reported in the loaded dataset | $1,117 | not reported in the loaded dataset | 2023 |