Plan5500

Vail-Summit Orthopaedics, Pc Cash Balance Plan — Form 5500 plan (Vail-Summit Orthopaedics, Pc)

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, Vail-Summit Orthopaedics, Pc Cash Balance Plan is a benefit plan reported by Vail-Summit Orthopaedics, Pc under EIN 68-0501385 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vail-Summit Orthopaedics, Pc
EIN
68-0501385
Plan number
002
Plan type
2
Location
Frisco, CO
Latest filing year
2023
Participants
134
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240826085340NAL0009373569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,974,731

Income & contributions

Participant contributions
$74,464
Total contributions
$74,464
Total income / additions
$108,106

Expenses & distributions

Benefits paid
$6,081,024
Administrative expenses
$1,813
Total expenses
$6,082,837
Net increase / (decrease)
-$5,974,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management, LLCINVESTMENT ADVISORY$30not reported in the loaded dataset2023

Related Form 5500 pages