2023 Form 5500 filing — Oregon Specialty Group Cash Balance 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 20241014142346NAL0015093891001) for Oregon Specialty Group Cash Balance Plan, reported by Oregon Oncology Specialists, Llp under EIN 93-1273254 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,234,973
Participants247
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014142346NAL0015093891001
Plan sponsor
Oregon Oncology Specialists, Llp
EIN
93-1273254
Plan number
002
Location
Salem, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$606.4K
Total expenses$238.3K
Benefits paid / distributions$238.3K
Contributions
Employer$452.9K
Participant$0
Full reported line items
Total assets (EOY)
$3,234,973
Total liabilities (EOY)
$0
Net assets (EOY)
$3,234,973
Employer contributions
$452,857
Participant contributions
$0
Total income / additions
$606,398
Benefits paid
$238,322
Administrative expenses
$0
Total expenses
$238,322
Net increase / (decrease)
$368,076

Related Form 5500 pages