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ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 401k Plan overview

Plan NameADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL
Plan identification number 001

ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 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.
  • 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 contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST OREGON IPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST OREGON IPA, INC.
Employer identification number (EIN):931131384
NAIC Classification:524290

Additional information about SOUTHWEST OREGON IPA, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1993-09-02
Company Identification Number: 36193282
Legal Registered Office Address: 888 SW 5TH AVE STE 1600

PORTLAND
United States of America (USA)
97204

More information about SOUTHWEST OREGON IPA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATELYN JONES2024-07-12
0012022-01-01KATELYN JONES2023-07-17
0012021-01-01CHRISTOPHER HOGAN2022-10-11 CHRISTOPHER HOGAN2022-10-11
0012020-01-01BENJAMIN MESSNER2021-06-04 BENJAMIN MESSNER2021-06-04
0012019-01-01BENJAMIN MESSNER2020-09-08
0012018-01-01BENJAMIN MESSNER2019-06-26 BENJAMIN MESSNER2019-06-26
0012017-01-01KEITH LOWTHER2018-10-01
0012016-01-01SHANNON GRIFFITHS2017-07-19
0012015-01-01PHIL GREENHILL2016-10-17
0012014-01-01PHILIP V. GREENHILL2015-05-12 LAUREL KOENIG2015-05-12
0012013-01-01PHILIP GREENHILL2014-09-23
0012012-01-01PHILIP GREENHILL2013-07-24
0012011-01-01PHILIP GREENHILL2012-09-19
0012010-01-01PHILIP GREENHILL2011-07-18
0012009-01-01WILLIAM MURRAY

Financial Data on ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL

Measure Date Value
2025 : ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-02447308
Net assets as of the end of the plan year2025-07-029160150
Total assets as of the beginning of the plan year2025-07-027214615
Value of plan covered by a fidelity bond2025-07-02500000
Participant contributions to plan in this plan year2025-07-02466520
Value of participant loans at end of plan year2025-07-0296187
Other contributions to plan in this plan year2025-07-0272339
Other income to plan in this plan year2025-07-021095399
Plan net income in this plan year2025-07-021945535
Net assets as of the end of the plan year2025-07-029160150
Net assets as of the beginning of the plan year2025-07-027214615
Employer contributions to plan in this plan year2025-07-02758585
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0216035
2024 : ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-121044845
Net assets as of the end of the plan year2024-07-127214615
Total assets as of the beginning of the plan year2024-07-126110920
Value of plan covered by a fidelity bond2024-07-12500000
Participant contributions to plan in this plan year2024-07-12437838
Value of participant loans at end of plan year2024-07-1292758
Other contributions to plan in this plan year2024-07-1231790
Other income to plan in this plan year2024-07-121073522
Plan net income in this plan year2024-07-121103695
Net assets as of the end of the plan year2024-07-127214615
Net assets as of the beginning of the plan year2024-07-126110920
Employer contributions to plan in this plan year2024-07-12605390
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1229114
2022 : ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-11374883
Net assets as of the end of the plan year2022-10-116174292
Total assets as of the beginning of the plan year2022-10-114878644
Value of plan covered by a fidelity bond2022-10-11500000
Participant contributions to plan in this plan year2022-10-11291161
Value of participant loans at end of plan year2022-10-11115078
Other contributions to plan in this plan year2022-10-11289766
Other income to plan in this plan year2022-10-11713050
Plan net income in this plan year2022-10-111295648
Net assets as of the end of the plan year2022-10-116174292
Net assets as of the beginning of the plan year2022-10-114878644
Value of contributions failed to transmitted timely2022-10-1140803
Employer contributions to plan in this plan year2022-10-11376554
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-11576
2009 : ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL

2009: ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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