2023 Form 5500 filing — Bend Memorial Clinic, P.C. 401(K) Retirement 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 20241015102600NAL0028055489002) for Bend Memorial Clinic, P.C. 401(K) Retirement Plan, reported by Bend Memorial Clinic, P.C. under EIN 68-0637976 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015102600NAL0028055489002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bend Memorial Clinic, P.C.
- EIN
- 68-0637976
- Plan number
- 002
- Location
- Bend, OR
- Participants
- 330
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,308,366
- Net assets (EOY)
- $54,308,366
- Employer contributions
- $2,713,832
- Participant contributions
- $2,472,021
- Total income / additions
- $13,018,954
- Benefits paid
- $1,607,711
- Administrative expenses
- $1,949
- Total expenses
- $1,609,660
- Net increase / (decrease)
- $11,409,294
- Schedule source
- Schedule H