2023 Form 5500 filing — Oregon Urology Institute, 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 20241015163651NAL0029128177001) for Oregon Urology Institute, P.C. 401(K) Profit Sharing Plan, reported by Oregon Urology Institute, P.C. under EIN 93-0636837 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163651NAL0029128177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Urology Institute, P.C.
- EIN
- 93-0636837
- Plan number
- 001
- Location
- Springfield, OR
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,350,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,350,610
- Employer contributions
- $1,191,808
- Participant contributions
- $864,703
- Total income / additions
- $10,577,048
- Benefits paid
- $4,757,064
- Administrative expenses
- $60,177
- Total expenses
- $4,817,241
- Net increase / (decrease)
- $5,759,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RECORDKEEPER | $57,777 | not reported in the loaded dataset |