2023 Form 5500 filing — Northwest Primary Care Group, Pc 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 20241015113907NAL0014506131001) for Northwest Primary Care Group, Pc 401(K) Plan, reported by Northwest Primary Care Group, Pc under EIN 93-0599056 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113907NAL0014506131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Primary Care Group, Pc
- EIN
- 93-0599056
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,406,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,406,204
- Employer contributions
- $1,319,184
- Participant contributions
- $1,121,309
- Total income / additions
- $8,527,263
- Benefits paid
- $3,048,497
- Administrative expenses
- $70,354
- Total expenses
- $3,118,851
- Net increase / (decrease)
- $5,408,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martel Wealth Advisors | NONE | $48,289 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $16,782 | $4,320 |
| Reliance Trust Company | NONE | $5,271 | not reported in the loaded dataset |