Original filing (PDF)20251007190025NAL0005182289001

ANEX, S.C.

Name: ANEX, S.C. — ANEX, S.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: ANEX, S.C.

Form 5500-SF

FILING_RECEIVED

ANEX, S.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANEX, S.C..

Plan sponsor

Name

ANEX, S.C.

EIN

39-1808813

Address

225 S. EXECUTIVE DRIVE · BROOKFIELD, WI · 53005

Phone

(262) 787-4050

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

JOSEPH M ROTH MD & HOWARD P GLIKLICH MD PA

JOSEPH M ROTH MD & HOWARD P GLIKLICH MD PA PROFIT SHARING PLAN

$5.1M · 11 participants

SID DANESH, M.D.

SID DANESH, M.D. PROFIT SHARING PLAN

$5.1M · 14 participants

EAST VALLEY CENTER FOR PULMONARY & SLEEP DISORDERS, INC.

EAST VALLEY CENTER FOR PULMONARY & SLEEP DISORDERS CASH BALANCE PLAN

$5.1M · 20 participants

FACIAL AND ORAL SURGERY ASSOCIATES, PLLC

FACIAL & ORAL SURGERY ASSOC. PROFIT SHARING PLAN

$5.1M · 42 participants

CARDIAC ARRHYTHMIA SERVICE, INC.