Northwest Oncology & Hematology, S. C. Profit Sharing 401(K) Plan — Form 5500 plan (Northwest Oncology & Hematology,S.C)
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, Northwest Oncology & Hematology, S. C. Profit Sharing 401(K) Plan is a benefit plan reported by Northwest Oncology & Hematology,S.C under EIN 36-3395596 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $27,343,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Oncology & Hematology,S.C
- EIN
- 36-3395596
- Plan number
- 001
- Plan type
- 2
- Location
- Rolling Meadows, IL
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $27,343,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241014113814NAL0014855235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,343,440
- Total liabilities (EOY)
- $138
- Net assets (EOY)
- $27,343,302
- Net assets (BOY)
- $23,637,731
Income & contributions
- Employer contributions
- $445,208
- Participant contributions
- $1,009,214
- Total contributions
- $1,482,390
- Total income / additions
- $5,010,084
Expenses & distributions
- Benefits paid
- $1,298,762
- Administrative expenses
- $5,751
- Total expenses
- $1,304,513
- Net increase / (decrease)
- $3,705,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $68,021 | $500 | 2023 |
| Ausdal Financial Partners, Inc. | ADVISOR | $0 | $56,447 | 2023 |
| Howard Simon & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $5,751 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Oncology & Hematology,S.C
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rolling Meadows, IL
- Nationwide — Schedule C compensation
- Ausdal Financial Partners, Inc. — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation