2023 Form 5500 filing — Evergreen Family Medicine, P.C. 401(K) 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 20241014130640NAL0052359602001) for Evergreen Family Medicine, P.C. 401(K) Plan, reported by Evergreen Family Medicine, P.C. under EIN 93-1200207 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130640NAL0052359602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Family Medicine, P.C.
- EIN
- 93-1200207
- Plan number
- 002
- Location
- Roseburg, OR
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,065,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,065,764
- Employer contributions
- $996,058
- Participant contributions
- $1,388,108
- Total income / additions
- $4,299,447
- Benefits paid
- $952,286
- Administrative expenses
- $22,401
- Total expenses
- $974,687
- Net increase / (decrease)
- $3,324,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,401 | $0 |