2023 Form 5500 filing — Central Oregon Pediatric Associates 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809131222NAL0011086544001) for Central Oregon Pediatric Associates 401(K) Profit Sharing Plan, reported by Central Oregon Pediatric Associates, Llp under EIN 93-0731016 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809131222NAL0011086544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Oregon Pediatric Associates, Llp
- EIN
- 93-0731016
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,010,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,010,368
- Employer contributions
- $674,796
- Participant contributions
- $657,967
- Total income / additions
- $3,084,252
- Benefits paid
- $353,027
- Administrative expenses
- $74,530
- Total expenses
- $427,557
- Net increase / (decrease)
- $2,656,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $17,974 | $0 |
| Zuna, LLC | INVESTMENT ADVISOR | $14,126 | not reported in the loaded dataset |
| Bank Of America | INVESTMENT ADVISOR | $9,546 | $0 |
| John Hancock | RECORDKEEPER | $164 | $0 |