Illinois Valley Surgical Associates, S.C. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Illinois Valley Surgical Associates, S.C.
  • Sponsor EIN: 392009048
  • Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $9.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$9.2M$23,144$113,715
20245$9.2M$23,144$113,715
202310$8.0M$129,970$118,679
202211$6.1M$24,250$101,591

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