Oregon Urology Institute, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Oregon Urology Institute, 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, Oregon Urology Institute, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Oregon Urology Institute, P.C. under EIN 93-0636837 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $46,350,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon Urology Institute, P.C.
EIN
93-0636837
Plan number
001
Plan type
2
Location
Springfield, OR
Latest filing year
2023
Participants
136
End-of-year plan assets
$46,350,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241015163651NAL0029128177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,350,610
Total liabilities (EOY)
$0
Net assets (EOY)
$46,350,610
Net assets (BOY)
$40,578,277

Income & contributions

Employer contributions
$1,191,808
Participant contributions
$864,703
Total contributions
$2,059,227
Total income / additions
$10,577,048

Expenses & distributions

Benefits paid
$4,757,064
Administrative expenses
$60,177
Total expenses
$4,817,241
Net increase / (decrease)
$5,759,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRECORDKEEPER$57,777not reported in the loaded dataset2023

Related Form 5500 pages