Cascade Hernia And Surgical Solutions, P.S. Cash Balance Plan — Form 5500 plan (Cascade Hernia And Surgical Solutions, P.S.)

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, Cascade Hernia And Surgical Solutions, P.S. Cash Balance Plan is a benefit plan reported by Cascade Hernia And Surgical Solutions, P.S. under EIN 20-8425301 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $2,429,960 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4MPlan net assets, end of year$2,429,960
Participants8Covered participants reported
Assets / participant$303.7KComputed: assets ÷ participants$303,745 (computed)
Provider compensationNone reported
Plan sponsor
Cascade Hernia And Surgical Solutions, P.S.
EIN
20-8425301
Plan number
002
Plan type
2
Location
Puyallup, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238I20240923123121NAL0004138515001
Schedule I · 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)$2.4M total assets
Net assets$2.4MLiabilities
Money in vs. money out
Total income / additions$364.1K
Total expenses$4.4K
Benefits paid / distributionsNot reported
Contributions
Employer$30K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,429,960
Net assets (EOY)
$2,429,960
Net assets (BOY)
$2,070,254

Income & contributions

Employer contributions
$29,983
Total income / additions
$364,143

Expenses & distributions

Administrative expenses
$4,437
Total expenses
$4,437
Net increase / (decrease)
$359,706
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.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages