Oregon Anesthesiology Group, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Oregon Anesthesiology Group, 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, Oregon Anesthesiology Group, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Oregon Anesthesiology Group, P.C. under EIN 93-1013923 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $379,134,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Anesthesiology Group, P.C.
- EIN
- 93-1013923
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $379,134,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20240820180347NAL0001611651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $379,134,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $379,134,450
- Net assets (BOY)
- $350,928,311
Income & contributions
- Employer contributions
- $14,143,346
- Participant contributions
- $1,243,123
- Total contributions
- $15,442,950
- Total income / additions
- $75,144,510
Expenses & distributions
- Benefits paid
- $46,786,753
- Administrative expenses
- $139,909
- Total expenses
- $46,938,371
- Net increase / (decrease)
- $28,206,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $96,210 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | NONE | $48,558 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $44,935 | $0 | 2023 |
| Aldrich Wealth Limited Partnership | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Skyline Financial Northwest | NONE | $6,537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Anesthesiology Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Rbc Capital Markets LLC — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Skyline Financial Northwest — Schedule C compensation