The Shoulder Clinic of Idaho, PLLC Cash Balance Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The Shoulder Clinic of Idaho, PLLC · Idaho · Healthcare & Social Assistance
What the 2023 filing shows
The Shoulder Clinic of Idaho, PLLC Cash Balance Plan holds N/A for 11 participants.
- N/A
- total plan assets (2024 EOY)
- 11
- covered participants
What the Filing Says About The Shoulder Clinic of Idaho, PLLC Cash Balance Plan
The Shoulder Clinic of Idaho, PLLC Cash Balance Plan is a Defined Benefit (Pension) retirement plan sponsored by The Shoulder Clinic of Idaho, PLLC, headquartered in Idaho. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 11 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 820537848, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 820537848 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Shoulder Clinic of Idaho, PLLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | N/A |
| 2023 | 1 | 13 | N/A |
| 2024 | 2 | 23 | N/A |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
- Retirement Plan of Idaho Power Company $938M · 2,075
- Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
- St. Luke's Health System Basic Pension Plan $154M · 244
- Hecla Mining Company Restated Retirement Plan $116M · 499
Related Data
Guides
Frequently Asked Questions
How much money is in the The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
What type of plan is The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
Who sponsors the The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
How did The Shoulder Clinic of Idaho, PLLC Cash Balance Plan perform in 2024? ▼
Where can I find official filings for The Shoulder Clinic of Idaho, PLLC Cash Balance Plan? ▼
How does The Shoulder Clinic of Idaho, PLLC Cash Balance Plan compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 820537848.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.