Plan5500

Children'S Clinic, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc)

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, Children'S Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc under EIN 93-0682029 and plan number 334. The latest loaded filing year is 2023. The filing reports 113 participants and $34,914,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc
EIN
93-0682029
Plan number
334
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
113
End-of-year plan assets
$34,914,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20241011152147NAL0012692019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,914,205
Total liabilities (EOY)
$0
Net assets (EOY)
$34,914,205
Net assets (BOY)
$29,332,022

Income & contributions

Employer contributions
$610,392
Participant contributions
$779,913
Total contributions
$1,390,305
Total income / additions
$6,954,612

Expenses & distributions

Benefits paid
$1,273,059
Administrative expenses
$99,370
Total expenses
$1,372,429
Net increase / (decrease)
$5,582,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp FinancialNONE$59,112$3482023
Deschutes Portfolio Strategy, LLCNONE$40,258not reported in the loaded dataset2023

Related Form 5500 pages