2023 Form 5500 filing — Broadway Medical Clinic, Llp 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 20241011160321NAL0012734211001) for Broadway Medical Clinic, Llp 401(K) Profit Sharing Plan, reported by Broadway Medical Clinic, Llp under EIN 93-0399811 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160321NAL0012734211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broadway Medical Clinic, Llp
- EIN
- 93-0399811
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,942,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,942,668
- Employer contributions
- $206,332
- Participant contributions
- $552,243
- Total income / additions
- $5,037,256
- Benefits paid
- $3,221,189
- Administrative expenses
- $92,760
- Total expenses
- $3,313,949
- Net increase / (decrease)
- $1,723,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl & Holst | NONE | $52,376 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | NONE | $21,682 | not reported in the loaded dataset |
| Strategic Research & Management | NONE | $9,417 | not reported in the loaded dataset |
| Ferguson Wellman Capital Management | NONE | $9,286 | not reported in the loaded dataset |