Central Oregon Pediatric Associates 401(K) Profit Sharing Plan — Form 5500 plan (Central Oregon Pediatric Associates, Llp)
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, Central Oregon Pediatric Associates 401(K) Profit Sharing Plan is a benefit plan reported by Central Oregon Pediatric Associates, Llp under EIN 93-0731016 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $14,010,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Oregon Pediatric Associates, Llp
- EIN
- 93-0731016
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $14,010,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240809131222NAL0011086544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,010,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,010,368
- Net assets (BOY)
- $11,353,673
Income & contributions
- Employer contributions
- $674,796
- Participant contributions
- $657,967
- Total contributions
- $1,351,039
- Total income / additions
- $3,084,252
Expenses & distributions
- Benefits paid
- $353,027
- Administrative expenses
- $74,530
- Total expenses
- $427,557
- Net increase / (decrease)
- $2,656,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $17,974 | $0 | 2023 |
| Zuna, LLC | INVESTMENT ADVISOR | $14,126 | not reported in the loaded dataset | 2023 |
| Bank Of America | INVESTMENT ADVISOR | $9,546 | $0 | 2023 |
| John Hancock | RECORDKEEPER | $164 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Oregon Pediatric Associates, Llp
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Bend, OR
- Pcs Retirement, LLC — Schedule C compensation
- Zuna, LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- John Hancock — Schedule C compensation