Bend Memorial Clinic, P.C. 401(K) Retirement Plan — Form 5500 plan (Bend Memorial Clinic, P.C.)
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, Bend Memorial Clinic, P.C. 401(K) Retirement Plan is a benefit plan reported by Bend Memorial Clinic, P.C. under EIN 68-0637976 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $54,308,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bend Memorial Clinic, P.C.
- EIN
- 68-0637976
- Plan number
- 002
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $54,308,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H | 20241015102600NAL0028055489002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,308,366
- Net assets (EOY)
- $54,308,366
- Net assets (BOY)
- $42,899,072
Income & contributions
- Employer contributions
- $2,713,832
- Participant contributions
- $2,472,021
- Total contributions
- $5,493,555
- Total income / additions
- $13,018,954
Expenses & distributions
- Benefits paid
- $1,607,711
- Administrative expenses
- $1,949
- Total expenses
- $1,609,660
- Net increase / (decrease)
- $11,409,294
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.