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| Plan Name | OAK STREET MEDICAL CASH BALANCE PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | OAK STREET MEDICAL, P.C. |
| Employer identification number (EIN): | 930236890 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about OAK STREET MEDICAL, P.C.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1979-06-01 |
| Company Identification Number: | 13690110 |
| Legal Registered Office Address: |
180 E 11TH AVE EUGENE United States of America (USA) 97401 |
More information about OAK STREET MEDICAL, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2011-01-01 | KRAIG JACOBSON | 2012-08-07 |
| Measure | Date | Value |
|---|---|---|
| 2010 : OAK STREET MEDICAL CASH BALANCE PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $307,276 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $967,684 |
| Total plan assets at beginning of year | 2010-12-31 | $660,408 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Other income received | 2010-12-31 | $46,776 |
| Net income (gross income less expenses) | 2010-12-31 | $307,276 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $967,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $660,408 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $260,500 |
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