Humphrey Shoulder Clinic Cash Balance Plan — Form 5500 plan (Boise Shoulder Clinic, Pa)
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, Humphrey Shoulder Clinic Cash Balance Plan is a benefit plan reported by Boise Shoulder Clinic, Pa under EIN 20-5570411 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $1,427,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boise Shoulder Clinic, Pa
- EIN
- 20-5570411
- Plan number
- 002
- Plan type
- 2
- Location
- Eagle, ID
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,427,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240612160004NAL0013980931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,427,129
- Net assets (EOY)
- $1,427,129
- Net assets (BOY)
- $1,108,376
Income & contributions
- Employer contributions
- $164,000
- Total income / additions
- $323,331
Expenses & distributions
- Benefits paid
- $4,578
- Total expenses
- $4,578
- Net increase / (decrease)
- $318,753
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.