Casper Orthopaedic Associates, P.C. Cash Balance Plan — Form 5500 plan (Casper Orthopaedic Associates, P.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, Casper Orthopaedic Associates, P.C. Cash Balance Plan is a benefit plan reported by Casper Orthopaedic Associates, P.C. under EIN 83-0231437 and plan number 003. The latest loaded filing year is 2023. The filing reports 108 participants and $2,343,972 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,343,972
Participants108Covered participants reported
Assets / participant$21.7KComputed: assets ÷ participants$21,703 (computed)
Provider compensationNone reported
Plan sponsor
Casper Orthopaedic Associates, P.C.
EIN
83-0231437
Plan number
003
Plan type
2
Location
Casper, WY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H20241015105724NAL0029324913001
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$983.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,343,972
Total liabilities (EOY)
$0
Net assets (EOY)
$2,343,972
Net assets (BOY)
$1,246,335

Income & contributions

Employer contributions
$983,853
Total contributions
$983,853
Total income / additions
$1,097,637

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,097,637

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages