Oregon Reproductive Medicine L 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Oregon Reproductive Medicine L)
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 Reproductive Medicine L 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Oregon Reproductive Medicine L under EIN 93-1267930 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,377,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Reproductive Medicine L
- EIN
- 93-1267930
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $11,377,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20250212153847NAL0037136752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,377,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,377,557
- Net assets (BOY)
- $9,521,251
Income & contributions
- Employer contributions
- $270,309
- Participant contributions
- $563,016
- Total contributions
- $858,581
- Total income / additions
- $2,547,842
Expenses & distributions
- Benefits paid
- $642,609
- Administrative expenses
- $41,372
- Total expenses
- $691,536
- Net increase / (decrease)
- $1,856,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $26,873 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $18,662 | not reported in the loaded dataset | 2023 |
| Stonehenge Retirement Planners LLC | ADVISOR | $18,582 | not reported in the loaded dataset | 2023 |