Willamette Dental Group, P.C. 401(K) Savings Plan — Form 5500 plan (Willamette Dental Group, 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, Willamette Dental Group, P.C. 401(K) Savings Plan is a benefit plan reported by Willamette Dental Group, P.C. under EIN 93-0699253 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,782 participants and $161,256,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willamette Dental Group, P.C.
- EIN
- 93-0699253
- Plan number
- 002
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 1,782
- End-of-year plan assets
- $161,256,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,782 | H, C | 20241015122931NAL0057589234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $161,256,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,256,194
- Net assets (BOY)
- $134,225,985
Income & contributions
- Employer contributions
- $4,491,955
- Participant contributions
- $8,792,617
- Total contributions
- $13,693,847
- Total income / additions
- $38,636,343
Expenses & distributions
- Benefits paid
- $11,459,208
- Administrative expenses
- $135,070
- Total expenses
- $11,606,134
- Net increase / (decrease)
- $27,030,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,406 | $0 | 2023 |
| Hyas Group, LLC | INV ADV, PARTICIPANTS | $0 | $31,500 | 2023 |
| Perkins & Company, P.C. | ACCOUNTANT | $15,664 | $4,586 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willamette Dental Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hillsboro, OR
- Principal Life Insurance Company — Schedule C compensation
- Hyas Group, LLC — Schedule C compensation
- Perkins & Company, P.C. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation