Shoulder And Knee Center P.A. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Shoulder And Knee Center P.A.
  • Sponsor EIN: 820357640
  • Sponsor Address: 2035 EAST 17TH STREET, IDAHO FALLS, ID, 83404
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 4
  • Total Assets: $2.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$2.9M$0$0
20242$2.6M$49,441$61,000
20232$2.3M$64,927$60,000
20227$2.1M$64,800$54,000

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