Plan5500

Salem Clinic, P.C. 401(K) Cash Or Deferred Savings Plan — Form 5500 plan (Salem Clinic, 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, Salem Clinic, P.C. 401(K) Cash Or Deferred Savings Plan is a benefit plan reported by Salem Clinic, P.C. under EIN 93-0791519 and plan number 004. The latest loaded filing year is 2023. The filing reports 596 participants and $104,771,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salem Clinic, P.C.
EIN
93-0791519
Plan number
004
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
596
End-of-year plan assets
$104,771,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023596H, C20241015105710NAL0029324193002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,771,862
Net assets (EOY)
$104,771,862
Net assets (BOY)
$96,305,277

Income & contributions

Employer contributions
$3,877,860
Participant contributions
$1,812,194
Total contributions
$5,801,550
Total income / additions
$22,533,501

Expenses & distributions

Benefits paid
$14,041,906
Administrative expenses
$19,249
Total expenses
$14,066,916
Net increase / (decrease)
$8,466,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncRECORDKEEPER$19,199not reported in the loaded dataset2023
Charles Schwab & Co., Inc.RECORDKEEPER$65$02023

Related Form 5500 pages