2023 Form 5500 filing — Oregon Anesthesiology Group, P.C. 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 20240820180347NAL0001611651001) for Oregon Anesthesiology Group, P.C. 401(K) Profit Sharing Plan, reported by Oregon Anesthesiology Group, P.C. under EIN 93-1013923 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820180347NAL0001611651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Anesthesiology Group, P.C.
- EIN
- 93-1013923
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $379,134,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $379,134,450
- Employer contributions
- $14,143,346
- Participant contributions
- $1,243,123
- Total income / additions
- $75,144,510
- Benefits paid
- $46,786,753
- Administrative expenses
- $139,909
- Total expenses
- $46,938,371
- Net increase / (decrease)
- $28,206,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $96,210 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | NONE | $48,558 | $0 |
| Empower Annuity Insurance Company | NONE | $44,935 | $0 |
| Aldrich Wealth Limited Partnership | NONE | $37,500 | not reported in the loaded dataset |
| Skyline Financial Northwest | NONE | $6,537 | not reported in the loaded dataset |