Oregon Specialty Group 401(K) Profit Sharing Plan — Form 5500 plan (Oregon Oncology Specialists, Llp)

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 Specialty Group 401(K) Profit Sharing Plan is a benefit plan reported by Oregon Oncology Specialists, Llp under EIN 93-1273254 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $34,736,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon Oncology Specialists, Llp
EIN
93-1273254
Plan number
001
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
335
End-of-year plan assets
$34,736,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241007184801NAL0028200896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,736,135
Total liabilities (EOY)
$0
Net assets (EOY)
$34,736,135
Net assets (BOY)
$26,210,962

Income & contributions

Employer contributions
$1,864,930
Participant contributions
$1,798,075
Total contributions
$4,414,804
Total income / additions
$9,695,238

Expenses & distributions

Benefits paid
$1,144,733
Administrative expenses
$25,332
Total expenses
$1,170,065
Net increase / (decrease)
$8,525,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$29,633$02023

Related Form 5500 pages