Plan5500

The Oregon Clinic, P.C. Cash Balance Plan — Form 5500 plan (The Oregon 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, The Oregon Clinic, P.C. Cash Balance Plan is a benefit plan reported by The Oregon Clinic, P.C. under EIN 93-1127856 and plan number 004. The latest loaded filing year is 2023. The filing reports 186 participants and $10,149,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Oregon Clinic, P.C.
EIN
93-1127856
Plan number
004
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
186
End-of-year plan assets
$10,149,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014165630NAL0026769313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,149,204
Total liabilities (EOY)
$0
Net assets (EOY)
$10,149,204
Net assets (BOY)
$0

Income & contributions

Employer contributions
$9,777,792
Total contributions
$9,777,792
Total income / additions
$10,275,871

Expenses & distributions

Benefits paid
$38,848
Administrative expenses
$87,819
Total expenses
$126,667
Net increase / (decrease)
$10,149,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
October Three Consulting LLCNONE$47,940not reported in the loaded dataset2023
Stoel Rives LlpNONE$34,861not reported in the loaded dataset2023

Related Form 5500 pages