2023 Form 5500 filing — Women'S Care, P.C. Section 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809155758NAL0003565171001) for Women'S Care, P.C. Section 401(K) Profit Sharing Plan, reported by Women'S Care, P.C. under EIN 93-0979075 and plan number 003. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809155758NAL0003565171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Women'S Care, P.C.
- EIN
- 93-0979075
- Plan number
- 003
- Location
- Springfield, OR
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,594,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,594,549
- Employer contributions
- $1,461,055
- Participant contributions
- $905,566
- Total income / additions
- $9,156,788
- Benefits paid
- $2,013,433
- Administrative expenses
- $78,401
- Total expenses
- $2,091,834
- Net increase / (decrease)
- $7,064,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roehl & Yi Investment Advisors LLC | INVESTMENT ADVISOR | $46,967 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $18,159 | not reported in the loaded dataset |
| Jones & Roth | AUDITOR | $13,250 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $25 | $0 |