2023 Form 5500 filing — Children'S Clinic, 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 20241011152147NAL0012692019001) for Children'S Clinic, P.C. 401(K) Profit Sharing Plan, reported by Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc under EIN 93-0682029 and plan number 334. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152147NAL0012692019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc
- EIN
- 93-0682029
- Plan number
- 334
- Location
- Portland, OR
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,914,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,914,205
- Employer contributions
- $610,392
- Participant contributions
- $779,913
- Total income / additions
- $6,954,612
- Benefits paid
- $1,273,059
- Administrative expenses
- $99,370
- Total expenses
- $1,372,429
- Net increase / (decrease)
- $5,582,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial | NONE | $59,112 | $348 |
| Deschutes Portfolio Strategy, LLC | NONE | $40,258 | not reported in the loaded dataset |