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HEART OF OREGON 401(K) PLAN 401k Plan overview

Plan NameHEART OF OREGON 401(K) PLAN
Plan identification number 001

HEART OF OREGON 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEART OF OREGON VETERINARY CARDIOLOGY has sponsored the creation of one or more 401k plans.

Company Name:HEART OF OREGON VETERINARY CARDIOLOGY
Employer identification number (EIN):810690559
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF OREGON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KATHRYN ATKINSON2023-03-28
0012021-01-01KATHRYN ATKINSON2022-02-19
0012020-01-01KATHRYN ATKINSON2021-01-21
0012019-01-01KATHRYN ATKINSON2020-04-10

Plan Statistics for HEART OF OREGON 401(K) PLAN

401k plan membership statisitcs for HEART OF OREGON 401(K) PLAN

Measure Date Value
2025: HEART OF OREGON 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-237
Total number of particpants at end of year2025-07-236
Number of Participants With Account Balances2025-07-235
2024: HEART OF OREGON 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-124
Total number of particpants at end of year2024-08-126
Number of Participants With Account Balances2024-08-126
2022: HEART OF OREGON 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-196
Total number of particpants at end of year2022-02-196
Number of Participants With Account Balances2022-02-196

Financial Data on HEART OF OREGON 401(K) PLAN

Measure Date Value
2025 : HEART OF OREGON 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-239122
Net assets as of the end of the plan year2025-07-23554140
Total assets as of the beginning of the plan year2025-07-23395260
Value of plan covered by a fidelity bond2025-07-2339526
Participant contributions to plan in this plan year2025-07-2342151
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2363490
Plan net income in this plan year2025-07-23158880
Net assets as of the end of the plan year2025-07-23554140
Net assets as of the beginning of the plan year2025-07-23395260
Employer contributions to plan in this plan year2025-07-2362361
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23150
2024 : HEART OF OREGON 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-1225121
Net assets as of the end of the plan year2024-08-12395260
Total assets as of the beginning of the plan year2024-08-12316717
Value of plan covered by a fidelity bond2024-08-1240000
Participant contributions to plan in this plan year2024-08-1235784
Other income to plan in this plan year2024-08-1254837
Plan net income in this plan year2024-08-1278543
Net assets as of the end of the plan year2024-08-12395260
Net assets as of the beginning of the plan year2024-08-12316717
Employer contributions to plan in this plan year2024-08-1213043
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-12215
2022 : HEART OF OREGON 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-02-190
Total liabilities as of the beginning of the plan year2022-02-190
Net assets as of the end of the plan year2022-02-19288134
Total assets as of the beginning of the plan year2022-02-19184166
Participant contributions to plan in this plan year2022-02-1924164
Other income to plan in this plan year2022-02-1931475
Plan net income in this plan year2022-02-19103968
Net assets as of the end of the plan year2022-02-19288134
Net assets as of the beginning of the plan year2022-02-19184166
Employer contributions to plan in this plan year2022-02-1948329

Potentially related plans

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