Oregon Reproductive Medicine L 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Oregon Reproductive Medicine L)

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 Reproductive Medicine L 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Oregon Reproductive Medicine L under EIN 93-1267930 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,377,557 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.4MPlan net assets, end of year$11,377,557
Participants195Covered participants reported
Assets / participant$58.3KComputed: assets ÷ participants$58,346 (computed)
Provider compensation$64.1K3 Schedule C provider row(s)$64,117
Plan sponsor
Oregon Reproductive Medicine L
EIN
93-1267930
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20250212153847NAL0037136752001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$691.5K
Benefits paid / distributions$642.6K
Contributions
Employer$270.3K
Participant$563K
Full reported line items

Net assets

Total assets (EOY)
$11,377,557
Total liabilities (EOY)
$0
Net assets (EOY)
$11,377,557
Net assets (BOY)
$9,521,251

Income & contributions

Employer contributions
$270,309
Participant contributions
$563,016
Total contributions
$858,581
Total income / additions
$2,547,842

Expenses & distributions

Benefits paid
$642,609
Administrative expenses
$41,372
Total expenses
$691,536
Net increase / (decrease)
$1,856,306
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$26,873not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$18,662not reported in the loaded dataset2023
Stonehenge Retirement Planners LLCADVISOR$18,582not reported in the loaded dataset2023

Related Form 5500 pages