Neuroscience Group Of Northeast Wisconsin, S.C. Cash Balance Plan — Form 5500 plan (Neuroscience Group Of Northeast Wisconsin, S.C.)

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, Neuroscience Group Of Northeast Wisconsin, S.C. Cash Balance Plan is a benefit plan reported by Neuroscience Group Of Northeast Wisconsin, S.C. under EIN 39-1731465 and plan number 003. The latest loaded filing year is 2023. The filing reports 174 participants and $15,808,871 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.8MPlan net assets, end of year$15,808,871
Participants174Covered participants reported
Assets / participant$90.9KComputed: assets ÷ participants$90,856 (computed)
Provider compensation$31.9K1 Schedule C provider row(s)$31,892
Plan sponsor
Neuroscience Group Of Northeast Wisconsin, S.C.
EIN
39-1731465
Plan number
003
Plan type
2
Location
Neenah, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241007122230NAL0026112816001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$123.5K
Benefits paid / distributions$91.4K
Contributions
Employer$1.9M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$15,808,871
Total liabilities (EOY)
$0
Net assets (EOY)
$15,808,871
Net assets (BOY)
$13,133,964

Income & contributions

Employer contributions
$1,914,443
Participant contributions
$0
Total contributions
$1,914,443
Total income / additions
$2,798,457

Expenses & distributions

Benefits paid
$91,373
Administrative expenses
$32,177
Total expenses
$123,550
Net increase / (decrease)
$2,674,907
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Llpnot reported in the loaded dataset$31,892not reported in the loaded dataset2023

Related Form 5500 pages