Broadway Medical Clinic, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Broadway Medical Clinic, Llp)
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, Broadway Medical Clinic, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Broadway Medical Clinic, Llp under EIN 93-0399811 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $16,942,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Broadway Medical Clinic, Llp
- EIN
- 93-0399811
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $16,942,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241011160321NAL0012734211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,942,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,942,668
- Net assets (BOY)
- $15,219,361
Income & contributions
- Employer contributions
- $206,332
- Participant contributions
- $552,243
- Total contributions
- $771,457
- Total income / additions
- $5,037,256
Expenses & distributions
- Benefits paid
- $3,221,189
- Administrative expenses
- $92,760
- Total expenses
- $3,313,949
- Net increase / (decrease)
- $1,723,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy, Dahl & Holst | NONE | $52,376 | not reported in the loaded dataset | 2023 |
| Spectrum Pension Consultants, Inc. | NONE | $21,682 | not reported in the loaded dataset | 2023 |
| Strategic Research & Management | NONE | $9,417 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Management | NONE | $9,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Broadway Medical Clinic, Llp
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Sloy, Dahl & Holst — Schedule C compensation
- Spectrum Pension Consultants, Inc. — Schedule C compensation
- Strategic Research & Management — Schedule C compensation
- Ferguson Wellman Capital Management — Schedule C compensation