Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement — Form 5500 plan (Salem Radiology Consultants, 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, Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement is a benefit plan reported by Salem Radiology Consultants, P.C. under EIN 93-0619379 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $46,568,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salem Radiology Consultants, P.C.
- EIN
- 93-0619379
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $46,568,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015072035NAL0015935539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,568,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,568,450
- Net assets (BOY)
- $40,695,171
Income & contributions
- Employer contributions
- $1,482,064
- Participant contributions
- $889,386
- Total contributions
- $2,440,397
- Total income / additions
- $8,648,735
Expenses & distributions
- Benefits paid
- $2,674,831
- Administrative expenses
- $100,625
- Total expenses
- $2,775,456
- Net increase / (decrease)
- $5,873,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $43,681 | not reported in the loaded dataset | 2023 |
| Aldrich Wealth, Limited Partnership | NONE | $39,750 | not reported in the loaded dataset | 2023 |
| Moss Adams | NONE | $17,193 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $9,907 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Salem Radiology Consultants, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Milliman, Inc. — Schedule C compensation
- Aldrich Wealth, Limited Partnership — Schedule C compensation
- Moss Adams — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation