Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan — Form 5500 plan (Willamette Orthopedic Group, LLC)
Plain-English plan 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, Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan is a benefit plan reported by Willamette Orthopedic Group, LLC under EIN 20-3530156 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $22,711,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willamette Orthopedic Group, LLC
- EIN
- 20-3530156
- Plan number
- 002
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $22,711,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241014153431NAL0015221555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,711,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,711,432
- Net assets (BOY)
- $25,510,283
Income & contributions
- Employer contributions
- $1,282,907
- Participant contributions
- $885,083
- Total contributions
- $2,241,053
- Total income / additions
- $6,144,196
Expenses & distributions
- Benefits paid
- $8,796,324
- Administrative expenses
- $100,310
- Total expenses
- $8,943,047
- Net increase / (decrease)
- -$2,798,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $67,356 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $36,017 | $0 | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willamette Orthopedic Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation