2023 Form 5500 filing — Willamette Dental Group, P.C. 401(K) Savings 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 20241015122931NAL0057589234001) for Willamette Dental Group, P.C. 401(K) Savings Plan, reported by Willamette Dental Group, P.C. under EIN 93-0699253 and plan number 002. It reports 1,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122931NAL0057589234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette Dental Group, P.C.
- EIN
- 93-0699253
- Plan number
- 002
- Location
- Hillsboro, OR
- Participants
- 1,782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $161,256,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,256,194
- Employer contributions
- $4,491,955
- Participant contributions
- $8,792,617
- Total income / additions
- $38,636,343
- Benefits paid
- $11,459,208
- Administrative expenses
- $135,070
- Total expenses
- $11,606,134
- Net increase / (decrease)
- $27,030,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,406 | $0 |
| Hyas Group, LLC | INV ADV, PARTICIPANTS | $0 | $31,500 |
| Perkins & Company, P.C. | ACCOUNTANT | $15,664 | $4,586 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |