?>
Plan Name | THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE OLSON PEDIATRIC CLINIC, LLC |
Employer identification number (EIN): | 931283174 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about THE OLSON PEDIATRIC CLINIC, LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1999-12-30 |
Company Identification Number: | 72827687 |
Legal Registered Office Address: |
4949 SW MEADOWS RD STE 260 LAKE OSWEGO United States of America (USA) 97035 |
More information about THE OLSON PEDIATRIC CLINIC, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAWN CHRISTY | 2023-06-01 | ||
001 | 2021-01-01 | DAWN CHRISTYJIMENEZ | 2022-08-22 | ||
001 | 2020-01-01 | DAWN CHRISTY | 2021-04-13 | ||
001 | 2019-01-01 | DAWN CHRISTYJIMENEZ | 2020-08-17 | DAWN CHRISTYJIMENEZ | 2020-08-17 |
001 | 2018-01-01 | DAWN CHRISTY | 2019-07-03 | DAWN CHRISTY | 2019-07-03 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | JEFFREY E. HOFFMAN | 2017-07-10 | ||
001 | 2015-01-01 | JEFFREY E. HOFFMAN | 2016-07-28 | ||
001 | 2014-01-01 | JEFFREY E. HOFFMAN | 2015-10-14 | ||
001 | 2013-01-01 | JEFFREY E. HOFFMAN | 2015-02-10 | ||
001 | 2012-01-01 | JEFFREY E. HOFFMAN | 2013-10-14 | ||
001 | 2011-01-01 | JUDY JOHNSON | |||
001 | 2009-01-01 | JEFFREY HOFFMAN, M.D. |
Measure | Date | Value |
---|---|---|
2011: THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 30 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 29 |
Total participants | 2009-01-01 | 29 |
Number of participants with account balances | 2009-01-01 | 29 |
Measure | Date | Value |
---|---|---|
2011 : THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $143,341 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,050 |
Benefits paid (including direct rollovers) | 2011-12-31 | $7,050 |
Total plan assets at end of year | 2011-12-31 | $2,759,083 |
Total plan assets at beginning of year | 2011-12-31 | $2,622,792 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $88,281 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-28,895 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $136,291 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,759,083 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,622,792 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $83,955 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $445,141 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,219 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,219 |
Total plan assets at end of year | 2010-12-31 | $2,622,792 |
Total plan assets at beginning of year | 2010-12-31 | $2,179,870 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $113,948 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $243,585 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $442,922 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,622,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,179,870 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $286,050 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $87,608 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2011: THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE OLSON PEDIATRIC CLINIC, LLC PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |