Southern Oregon Cardiology LLC 401(K) Plan — Form 5500 plan (Southern Oregon Cardiology LLC)
Plain-English plan 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, Southern Oregon Cardiology LLC 401(K) Plan is a benefit plan reported by Southern Oregon Cardiology LLC under EIN 27-0993855 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $26,060,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Oregon Cardiology LLC
- EIN
- 27-0993855
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $26,060,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241009131152NAL0010633411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,060,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,060,704
- Net assets (BOY)
- $21,467,385
Income & contributions
- Employer contributions
- $1,161,499
- Participant contributions
- $733,651
- Total contributions
- $1,901,814
- Total income / additions
- $5,418,434
Expenses & distributions
- Benefits paid
- $755,384
- Administrative expenses
- $64,580
- Total expenses
- $825,115
- Net increase / (decrease)
- $4,593,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson | NONE | $11,283 | not reported in the loaded dataset | 2023 |