Plan5500

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.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,497,846
Participants135Covered participants reported
Assets / participant$11.1KComputed: assets ÷ participants$11,095 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,117
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

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240919092319NAL0003394083001
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.1K
Benefits paid / distributions$0
Contributions
Employer$1.5M
Participant$0
Full reported line items

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
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 assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Domestic Holdingsnot reported in the loaded dataset$1,117not reported in the loaded dataset2023

Related Form 5500 pages