401k Plan data: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST plan

CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	004

CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASCADE ORTHOPAEDICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: CASCADE ORTHOPAEDICS, PLLC

Employer identification number (EIN): 911666200

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 SHAUN SCHULLER 2024-08-16
004 2022-01-01 SHAUN SCHULLER 2023-09-14
004 2021-01-01 SHAUN SCHULLER 2022-09-15
004 2020-01-01 SHAUN SCHULLER 2021-06-07
004 2019-01-01 SHAUN SCHULLER 2020-05-26
004 2018-01-01 SHAUN SCHULLER 2019-08-26
004 2017-01-01 SHAUN SCHULLER 2018-09-13
004 2016-01-01 SHAUN SCHULLER 2017-06-02
004 2015-01-01 SHAUN SCHULLER 2016-10-17
004 2014-01-01 SHAUN SCHULLER 2015-03-30
004 2013-01-01 SHAUN SCHULLER 2014-07-03
004 2012-01-01 SHAUN SCHULLER 2013-10-07
004 2011-01-01 SHAUN SCHULLER 2012-10-08
004 2009-01-01 SHAUN SCHULLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	SHAUN SCHULLER	2024-08-16
004	2022-01-01	SHAUN SCHULLER	2023-09-14
004	2021-01-01	SHAUN SCHULLER	2022-09-15
004	2020-01-01	SHAUN SCHULLER	2021-06-07
004	2019-01-01	SHAUN SCHULLER	2020-05-26
004	2018-01-01	SHAUN SCHULLER	2019-08-26
004	2017-01-01	SHAUN SCHULLER	2018-09-13
004	2016-01-01	SHAUN SCHULLER	2017-06-02
004	2015-01-01	SHAUN SCHULLER	2016-10-17
004	2014-01-01	SHAUN SCHULLER	2015-03-30
004	2013-01-01	SHAUN SCHULLER	2014-07-03
004	2012-01-01	SHAUN SCHULLER	2013-10-07
004	2011-01-01	SHAUN SCHULLER	2012-10-08
004	2009-01-01	SHAUN SCHULLER

Plan Statistics for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2009: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2010 : CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$959,125
Expenses. Total of all expenses incurred	2010-12-31	$1,015,502
Benefits paid (including direct rollovers)	2010-12-31	$1,015,502
Total plan assets at end of year	2010-12-31	$4,194,148
Total plan assets at beginning of year	2010-12-31	$4,250,525
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$370,663
Assets. Value of loans (other than to participants)	2010-12-31	$0
Other income received	2010-12-31	$399,734
Net income (gross income less expenses)	2010-12-31	$-56,377
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,194,148
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,250,525
Assets. Value of participant loans	2010-12-31	$115,687
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$188,728

Form 5500 Responses for CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

2009: CASCADE ORTHOPAEDICS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-41-N205

Policy instance

Insurance contract or identification number	GAP-41-N205
Number of Individuals Covered	102
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,561
Total amount of fees paid to insurance company	USD $6,324
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,601
Insurance broker organization code?	3
Amount paid for insurance broker fees	6324
Additional information about fees paid to insurance broker	TPA ANNUAL FEE
Insurance broker name	HUNNEX AND SHOEMAKER, INC.

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Company Name:	CASCADE ORTHOPAEDICS, PLLC
Employer identification number (EIN):	911666200
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)