Original filing (PDF)20240718154416NAL0012347714001

CHESTNUT MEDICINE OF WI, LTD.

Name: CHESTNUT MEDICINE OF WI, LTD. — CHESTNUT MEDICINE OF WI RETIREMENT PLAN, Form 5500 (2023)
Creator: CHESTNUT MEDICINE OF WI, LTD.

Form 5500-SF

FILING_RECEIVED

CHESTNUT MEDICINE OF WI RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESTNUT MEDICINE OF WI, LTD..

Plan sponsor

Name

CHESTNUT MEDICINE OF WI, LTD.

EIN

86-2170983

Address

301 SOUTH BEDFORD STREET · SUITE 1 · MADISON, WI · 53703

Phone

(312) 622-0778

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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