Physicians' Medical Center, P.C. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Physicians' Medical Center, 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, Physicians' Medical Center, P.C. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Physicians' Medical Center, P.C. under EIN 93-0604944 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $17,073,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians' Medical Center, P.C.
- EIN
- 93-0604944
- Plan number
- 001
- Plan type
- 2
- Location
- Mcminnville, OR
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $17,073,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241010145716NAL0021291105002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,073,889
- Net assets (EOY)
- $17,073,889
- Net assets (BOY)
- $16,053,891
Income & contributions
- Employer contributions
- $599,370
- Participant contributions
- $665,070
- Total contributions
- $1,264,440
- Total income / additions
- $3,765,875
Expenses & distributions
- Benefits paid
- $2,739,194
- Administrative expenses
- $6,683
- Total expenses
- $2,745,877
- Net increase / (decrease)
- $1,019,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Retirement Services, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $8,119 | 2023 |
| Cetera Advisor Networks, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $6,875 | 2023 |
| Cetera Investment Advisers LLC | not reported in the loaded dataset | not reported in the loaded dataset | $5,208 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians' Medical Center, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Mcminnville, OR
- Premier Retirement Services, Inc. — Schedule C compensation
- Cetera Advisor Networks, LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation