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THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameTHE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN
Plan identification number 002

THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

THE PORTLAND CLINIC has sponsored the creation of one or more 401k plans.

Company Name:THE PORTLAND CLINIC
Employer identification number (EIN):930400952
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THE PORTLAND CLINIC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1997-04-28
Company Identification Number: 56682181

More information about THE PORTLAND CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GAVIN KASZYNSKI2024-10-10 GAVIN KASZYNSKI2024-10-10
0022022-01-01GAVIN KASZYNSKI2023-10-16 GAVIN KASZYNSKI2023-10-16
0022021-01-01KENDRA RASMUSSEN2022-10-11 NICHOLAS MCWILLIAMS2022-10-12
0022020-01-01NICHOLAS MCWILLIAMS2021-09-23
0022019-01-01RICHARD CLARK2020-07-30
0022018-01-01ELIZABETH SUBLETTE2019-07-24 ELIZABETH SUBLETTE2019-07-24
0022017-01-01RICHARD CLARK2018-06-22 RICHARD CLARK2018-06-22
0022016-01-01RICHARD CLARK2017-04-03
0022015-01-01RICHARD CLARK2016-08-04
0022014-01-01RICHARD CLARK2015-08-17
0022013-01-01J. MICHAEL SCHWAB2014-06-23
0022012-01-01J. MICHAEL SCHWAB2013-06-17
0022011-01-01J. MICHAEL SCHWAB2012-07-11
0022010-01-01J. MICHAEL SCHWAB2011-06-23

Financial Data on THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN

Measure Date Value
2024 : THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-10974
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10202695
Net assets as of the end of the plan year2024-10-102579607
Total assets as of the beginning of the plan year2024-10-102022334
Value of plan covered by a fidelity bond2024-10-105000000
Participant contributions to plan in this plan year2024-10-10203469
Value of participant loans at end of plan year2024-10-100
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-10132157
Other income to plan in this plan year2024-10-10423368
Plan net income in this plan year2024-10-10556299
Net assets as of the end of the plan year2024-10-102579607
Net assets as of the beginning of the plan year2024-10-102022334
Value of contributions failed to transmitted timely2024-10-1037288
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-104980
2022 : THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-12-107890
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-12153665
Net assets as of the end of the plan year2022-10-122350416
Total assets as of the beginning of the plan year2022-10-122022447
Value of plan covered by a fidelity bond2022-10-125000000
Participant contributions to plan in this plan year2022-10-12216884
Value of participant loans at end of plan year2022-10-12619
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-121416
Other income to plan in this plan year2022-10-12371224
Plan net income in this plan year2022-10-12435859
Net assets as of the end of the plan year2022-10-122350416
Net assets as of the beginning of the plan year2022-10-122022447
Employer contributions to plan in this plan year2022-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-124305

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