Women'S Care, P.C. Section 401(K) Profit Sharing Plan — Form 5500 plan (Women'S Care, 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, Women'S Care, P.C. Section 401(K) Profit Sharing Plan is a benefit plan reported by Women'S Care, P.C. under EIN 93-0979075 and plan number 003. The latest loaded filing year is 2023. The filing reports 167 participants and $41,594,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Women'S Care, P.C.
- EIN
- 93-0979075
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $41,594,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240809155758NAL0003565171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,594,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,594,549
- Net assets (BOY)
- $34,529,595
Income & contributions
- Employer contributions
- $1,461,055
- Participant contributions
- $905,566
- Total contributions
- $2,533,350
- Total income / additions
- $9,156,788
Expenses & distributions
- Benefits paid
- $2,013,433
- Administrative expenses
- $78,401
- Total expenses
- $2,091,834
- Net increase / (decrease)
- $7,064,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roehl & Yi Investment Advisors LLC | INVESTMENT ADVISOR | $46,967 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $18,159 | not reported in the loaded dataset | 2023 |
| Jones & Roth | AUDITOR | $13,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Women'S Care, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Springfield, OR
- Roehl & Yi Investment Advisors LLC — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Jones & Roth — Schedule C compensation
- Fidelity Investments Inst Op Co — Schedule C compensation