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Sponsor portfolio

VALLEYVIEW INJURY & PHYSICAL MEDICINE, PC

EIN 47-4407311-medical practice-Latest filing 2024
Plans
3
Retirement
3
$1.7M assets
Welfare
0
Participants
40
2850 SE POWELL VALLEY ROAD STE 205 - GRESHAM, OR 97080503-489-1998vipmedhealth.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#003CashBalance-$916K - 11 part#001ProfitSharing-$664K - 17 part#002ProfitSharing-$141K - 12 part

Retirement portfolio analytics

3 plans aggregated / $1.7M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • INC. RETIREMENT PLAN (#003)53%
  • 401(K) RETIREMENT PLAN (#001)39%
  • PROFIT SHARING PLAN (#002)8%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)17
  • PROFIT SHARING PLAN (#002)12
  • INC. RETIREMENT PLAN (#003)11
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VALLEYVIEW INJURY & PHYSICAL MEDICINE, INC. RETIREMENT PLAN

CashBalance

Assets$916K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLEYVIEW CHIROPRACTIC & SPINE CENTER 401(K) RETIREMENT PLAN

ProfitSharing

Assets$664K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALLEYVIEW INJURY & PHYSICAL MEDICINE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$141K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003VALLEYVIEW INJURY & PHYSICAL MEDICINE, INC. RETIREMENT PLANCashBalance$916K112024
001VALLEYVIEW CHIROPRACTIC & SPINE CENTER 401(K) RETIREMENT PLANProfitSharing$664K172024
002VALLEYVIEW INJURY & PHYSICAL MEDICINE, INC. PROFIT SHARING PLANProfitSharing$141K122024
Retirement plans
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