Retirement plan

OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: OREGON EMERGENCY PHYSICIANS P.C. - OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: OREGON EMERGENCY PHYSICIANS P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, OREGON EMERGENCY PHYSICIANS P.C.

OREGON EMERGENCY PHYSICIANS P.C.EIN 93-1162516Plan #001PY 2024

9155 SW BARNES ROAD, STE. 420 - PORTLAND, OR 97225503-297-6334LinkedIn51-200 employeesmedical practice

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$114.6M

+14.5% from 2023

Total participants

132

+7.3% from 2023

Average account balance

$868,185

+6.7% from 2023

Annual return

14.45%

-2.87 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$114.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$868K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

132

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$57K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$281

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577	Advisory (Participants)	$19,691
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$15,247
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$2,171

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$37K

$371 / participant

Recordkeeping$2K5.5%
Investment mgmt$34K92.6%
Other / not subdivided$7231.9%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DELAP LLP
Auditor EIN: 930418710
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$868,185

$55,472+1465.1%

$155,567+458.1%

$74,546+1064.6%

Participation rate

100.0%

61.9%+38.1pp

78.2%+21.8pp

67.2%+32.8pp

Annual return

14.45%

268.72%-254.3pp

64.74%-50.3pp

1366.03%-1351.6pp

Employer contribution / active EE

$34,929

$2,269+1439.5%

$4,674+647.3%

$2,624+1230.9%

Participant deferral / active EE

$22,363

$2,838+688.1%

$5,628+297.4%

$4,347+414.4%

Admin fee / account holder

$281

$1,743-83.9%

$15,916-98.2%

$1,944-85.5%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 26 · EIN 20-8764829

2000 WESTCHESTER AVENUE · PURCHASE, NY 10577

Advisory (Participants)

$19,691

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$15,247

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$2,171

OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion