Northwest Primary Care Group, Pc 401(K) Plan — Form 5500 plan (Northwest Primary Care Group, Pc)

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, Northwest Primary Care Group, Pc 401(K) Plan is a benefit plan reported by Northwest Primary Care Group, Pc under EIN 93-0599056 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $44,406,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwest Primary Care Group, Pc
EIN
93-0599056
Plan number
001
Plan type
2
Location
Milwaukie, OR
Latest filing year
2023
Participants
215
End-of-year plan assets
$44,406,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241015113907NAL0014506131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,406,204
Total liabilities (EOY)
$0
Net assets (EOY)
$44,406,204
Net assets (BOY)
$38,997,792

Income & contributions

Employer contributions
$1,319,184
Participant contributions
$1,121,309
Total contributions
$2,446,830
Total income / additions
$8,527,263

Expenses & distributions

Benefits paid
$3,048,497
Administrative expenses
$70,354
Total expenses
$3,118,851
Net increase / (decrease)
$5,408,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Martel Wealth AdvisorsNONE$48,289not reported in the loaded dataset2023
Stancorp Financial GroupNONE$16,782$4,3202023
Reliance Trust CompanyNONE$5,271not reported in the loaded dataset2023

Related Form 5500 pages