ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	ST CROIX VALLEY ORTHODONTICS, LLC
Employer identification number (EIN):	463128563
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01

Plan Statistics for ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure	Date	Value
2022: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	325,138
Acturial value of plan assets	2022-12-31	325,138
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	1,998
Active participant vested funding target	2022-12-31	375,506
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	380,147
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	382,145
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	23,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	23,209
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	131,207
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	130,977
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	124,262
Net shortfall amortization installment of oustanding balance	2022-12-31	57,007
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	129,530
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	129,530
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	130,977
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	273,930
Acturial value of plan assets	2021-12-31	273,930
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	236,480
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	239,018
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	239,018
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	8,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	102,359
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	102,027
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	113,730
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	78,818
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	78,818
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	102,027
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	127,594
Acturial value of plan assets	2020-12-31	127,594
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	118,388
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	118,388
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	5,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	115,370
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	114,460
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	115,021
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	105,815
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	105,815
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	114,460
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ST. CROIX VALLEY ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	117,681
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	113,565
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	107,745
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	107,745
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	107,745
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	113,565
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

Potentially related plans

• ST. CROIX ORTHOPAEDICS, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 411334854]
• ST. CROIX ORTHOPAEDICS, P.A. HEALTH AND WELFARE PLAN [EIN = 411334854]
• ST. CROIX ORTHOPAEDICS, P.A. CASH BALANCE PLAN [EIN = 411334854]
• ST. CROIX HOME INSPECTORS INC. 401(K) PLAN [EIN = 264024551]
• ST. CROIX OF PARK FALLS, LTD. SHORT TERM DISABILITY PLAN [EIN = 391287923]
• ST. CROIX MACHINE TOOL, INC. 401(K) P/S PLAN [EIN = 391439827]
• ST. CROIX ORTHOPAEDICS, P.A. CASH BALANCE PLAN [EIN = 411861374]
• ST. CROIX STRENGTH & CONDITIONING INC. 401(K) PLAN [EIN = 462034116]
• ST. CROIX CHIPPEWA INDIANS OF WISCONSIN HEALTH & WELFARE PLAN [EIN = 391210835]
• ST. CROIX RETIREMENT SAVINGS PLAN [EIN = 391287923]
• ST. CROIX REGIONAL MEDICAL CENTER 403(B) RETIREMENT PLAN [EIN = 390890676]
• ST. CROIX REGIONAL MEDICAL CENTER GROUP LIFE INSURANCE PLAN [EIN = 390890676]
• ST. CROIX HOSPICE LIFE PLAN [EIN = 262846682]
• ST. CROIX WEALTH STRATEGIES 401(K) PLAN [EIN = 900329633]
• ST. CROIX CHRISTIAN CHURCH 401(K) PLAN [EIN = 980120810]
• ST. CROIX MARINA 401K SAVINGS PLAN [EIN = 391406800]
• ST. CROIX/WHITE WAY CLEANERS 401(K) PLAN [EIN = 411953492]
• ST. CROIX INSULATION, INC. 401(K) SAVINGS PLAN [EIN = 391727293]
• ST. CROIX VALLEY SHARED SERVICES RETIREMENT PLAN [EIN = 391791601]
• ST. CROIX CUSTOM FABRICATION, INC. 401(K) P/S PLAN [EIN = 411740576]
• ST. CROIX TREE SERVICE, INC. 401(K) PLAN [EIN = 391744495]
• ST. CROIX ACADEMY 403(B) TDA PLAN [EIN = 411814281]
• ST. CROIX VALLEY DENTAL, PLLC 401K PLAN [EIN = 161644641]
• ST. CROIX-SUNRISE 401(K) PROFIT SHARING PLAN [EIN = 411891341]
• ST. CROIX/CANAL PROPERTIES 401(K) PLAN [EIN = 411681609]
• ST. CROIX VALLEY DISTRIBUTING SOLO 401(K) PSP [EIN = 208330260]
• ST. CROIX VALLEY SHARED SERVICES INC. RETIREMENT PLAN [EIN = 391791601]
• ST. CROIX CAPITAL CORPORATION PROFIT SHARING PLAN [EIN = 330056821]
• ST. CROIX CASTINGS INC 401(K) PLAN [EIN = 392024185]
• ST. CROIX-SUNRISE CASH BALANCE PLAN [EIN = 411798042]
• ST. CROIX RENAISSANCE GROUP, LLLP EMPLOYEES SAVINGS TRUST [EIN = 810550092]
• ST. CROIX FINANCIAL CENTER 401(K) PLAN [EIN = 222673046]
• ST. CROIX ACADEMY 403(B) DC PLAN [EIN = 411814281]
• ST. CROIX SYSTEMS CORP. 401 K PROFIT SHARING PLAN TRUST [EIN = 743073099]
• ST. CROIX WALL SYSTEMS 401(K) PLAN [EIN = 273201271]
• ST. CROIX REGIONAL MEDICAL CENTER MEDICAL BENEFIT PLAN [EIN = 390890676]
• ST. CROIX PERSONNEL, INC. 401(K) PLAN [EIN = 411867547]
• ST. CROIX HOSPICE, LLC. FLEXIBLE SPENDING ACCOUNT [EIN = 262846682]
• ST. CROIX OF PARK FALLS, LTD. LIFE PLAN [EIN = 391287923]
• ST. CROIX HOSPICE WELFARE PLAN [EIN = 262846682]
• ST. CROIX REGIONAL MEDICAL CENTER LONG-TERM DISABILITY PLAN [EIN = 390890676]
• ST. CROIX CHIPPEWA INDIANS OF WI RETIREMENT SAVINGS PLAN [EIN = 391210835]
• ST. CROIX OF PARK FALLS, LTD. EMPLOYEE BENEFITS PLAN [EIN = 391287923]
• ST. CROIX CHIPPEWA INDIANS OF WISCONSIN DENTAL PLAN [EIN = 391210835]
• ST. CROIX BOAT & PACKET CO. RETIREMENT SAVINGS PLAN [EIN = 411489734]
• ST. CROIX VALLEY DENTISTRY 401(K) P/S PLAN [EIN = 412007916]
• ST. CROIX VALLEY INSURANCE SERVICE INC. 401(K) PLAN [EIN = 391698188]
• ST. CROIX CHIPPEWA INDIANS OF WISCONSIN ENTERPRISE 401(K) PLAN [EIN = 391210835]
• ST. CROIX HOSPICE 401(K) PLAN [EIN = 463662372]
• ST. CROIX SPINAL CARE & SPORTS REHAB 401(K) PLAN [EIN = 263221190]
• ST. CROIX ELECTRIC 401(K) PLAN [EIN = 411426256]
• ST. CROIX VALLEY FOOD BANK 403(B) RETIREMENT PLAN [EIN = 852550542]
• ST. CROIX HOSPICE ACQUISITION CORP EMPLOYEE BENEFITS PLAN [EIN = 463662372]
• ST. CROIX REGIONAL MEDICAL CENTER WRAP PLAN [EIN = 390890676]
• ST. CROIX TRADING COMPANY 401(K) PLAN [EIN = 670254260]

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