2023 Form 5500 filing — Rogue Valley Physicians, 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 20250218172114NAL0005650704001) for Rogue Valley Physicians, P.C. 401(K) Plan, reported by Rogue Valley Physicians, P.C. under EIN 93-1276558 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218172114NAL0005650704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogue Valley Physicians, P.C.
- EIN
- 93-1276558
- Plan number
- 001
- Location
- Medford, OR
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,420,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,420,179
- Employer contributions
- $795,199
- Participant contributions
- $730,307
- Total income / additions
- $4,366,095
- Benefits paid
- $2,462,756
- Administrative expenses
- $48,267
- Total expenses
- $2,528,511
- Net increase / (decrease)
- $1,837,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Group Investment Advisor LLC | INVESTMENT/FINANCIAL ADVI | $44,921 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,345 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $25 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $3 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |