401(K) Plan And Employees Trust Of Oncology Hematology West, P. C. — Form 5500 plan (Oncology Hematology West, P.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, 401(K) Plan And Employees Trust Of Oncology Hematology West, P. C. is a benefit plan reported by Oncology Hematology West, P.C. under EIN 47-0754790 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $43,945,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oncology Hematology West, P.C.
- EIN
- 47-0754790
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $43,945,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241015090650NAL0048596896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,945,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,945,023
- Net assets (BOY)
- $38,263,271
Income & contributions
- Employer contributions
- $1,748,883
- Participant contributions
- $1,398,953
- Total contributions
- $3,604,730
- Total income / additions
- $9,640,059
Expenses & distributions
- Benefits paid
- $3,803,316
- Administrative expenses
- $134,388
- Total expenses
- $3,958,307
- Net increase / (decrease)
- $5,681,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $140,316 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $42,815 | $0 | 2023 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $2,200 | $27,355 | 2023 |
| Lincoln Financial Advisors Corp | BROKER/ADVISOR | $0 | $18,046 | 2023 |
| Kelley Financial Services Inc. | CONTRACT ADMIN | -$6,376 | $6,376 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oncology Hematology West, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation
- Kelley Financial Services Inc. — Schedule C compensation