Rogue Valley Physicians, P.C. 401(K) Plan — Form 5500 plan (Rogue Valley Physicians, 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, Rogue Valley Physicians, P.C. 401(K) Plan is a benefit plan reported by Rogue Valley Physicians, P.C. under EIN 93-1276558 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $20,420,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogue Valley Physicians, P.C.
- EIN
- 93-1276558
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $20,420,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20250218172114NAL0005650704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,420,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,420,179
- Net assets (BOY)
- $18,582,595
Income & contributions
- Employer contributions
- $795,199
- Participant contributions
- $730,307
- Total contributions
- $1,525,506
- Total income / additions
- $4,366,095
Expenses & distributions
- Benefits paid
- $2,462,756
- Administrative expenses
- $48,267
- Total expenses
- $2,528,511
- Net increase / (decrease)
- $1,837,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Group Investment Advisor LLC | INVESTMENT/FINANCIAL ADVI | $44,921 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,345 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $25 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $3 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rogue Valley Physicians, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Medford, OR
- M Group Investment Advisor LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation