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OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 401k Plan overview

Plan NameOREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN
Plan identification number 002

OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

OREGON ONCOLOGY SPECIALISTS, LLP has sponsored the creation of one or more 401k plans.

Company Name:OREGON ONCOLOGY SPECIALISTS, LLP
Employer identification number (EIN):931273254
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about OREGON ONCOLOGY SPECIALISTS, LLP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2000-06-20
Company Identification Number: 75991589

More information about OREGON ONCOLOGY SPECIALISTS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MELISSA DAVIES2023-10-02
0022021-01-01CARRIE CHAFFEE2022-08-26
0022020-01-01CARRIE CHAFFEE2021-10-07
0022019-01-01
0022018-01-01

Plan Statistics for OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN

401k plan membership statisitcs for OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN

Measure Date Value
2022: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,268,510
Acturial value of plan assets2022-12-312,268,510
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3119
Fundng target for terminated vested participants2022-12-3142,541
Active participant vested funding target2022-12-312,012,109
Number of active participants2022-12-31138
Total funding liabilities for active participants2022-12-312,012,109
Total participant count2022-12-31157
Total funding target for all participants2022-12-312,054,650
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31304,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31322,292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31943,797
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31910,890
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31480,834
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31266,974
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31266,974
Contributions allocatedtoward minimum required contributions for current year2022-12-31910,890
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-01247
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,618,430
Acturial value of plan assets2021-12-311,618,430
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3127
Fundng target for terminated vested participants2021-12-3119,310
Active participant vested funding target2021-12-311,393,797
Number of active participants2021-12-31111
Total funding liabilities for active participants2021-12-311,393,797
Total participant count2021-12-31138
Total funding target for all participants2021-12-311,413,107
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31158,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31167,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31579,736
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31563,456
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31464,328
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31259,005
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31259,005
Contributions allocatedtoward minimum required contributions for current year2021-12-31563,456
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31989,891
Acturial value of plan assets2020-12-31989,891
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3112
Fundng target for terminated vested participants2020-12-3125,287
Active participant vested funding target2020-12-31881,027
Number of active participants2020-12-31126
Total funding liabilities for active participants2020-12-31881,027
Total participant count2020-12-31138
Total funding target for all participants2020-12-31906,314
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31112,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31119,176
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31514,826
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31495,717
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31420,750
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31337,173
Additional cash requirement2020-12-31337,173
Contributions allocatedtoward minimum required contributions for current year2020-12-31495,717
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31459,111
Acturial value of plan assets2019-12-31459,111
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-317
Fundng target for terminated vested participants2019-12-316,334
Active participant vested funding target2019-12-31414,277
Number of active participants2019-12-31100
Total funding liabilities for active participants2019-12-31414,277
Total participant count2019-12-31107
Total funding target for all participants2019-12-31420,611
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3149,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3151,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31507,443
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31469,553
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31395,271
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31356,771
Additional cash requirement2019-12-31356,771
Contributions allocatedtoward minimum required contributions for current year2019-12-31469,553
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-3192
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3195
Total funding target for all participants2018-12-310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31466,596
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31459,039
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31409,945
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31409,945
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31409,945
Contributions allocatedtoward minimum required contributions for current year2018-12-31459,039
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310

Financial Data on OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN

Measure Date Value
2022 : OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$634,202
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$35,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$943,796
Value of total assets at end of year2022-12-31$2,866,897
Value of total assets at beginning of year2022-12-31$2,268,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$52,295
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$598,387
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,866,897
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,268,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,719,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,212,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$147,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$56,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$56,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-362,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$943,796
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,815
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$674,751
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$579,741
Value of total assets at end of year2021-12-31$2,268,510
Value of total assets at beginning of year2021-12-31$1,618,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,228
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$650,080
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,268,510
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,618,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,212,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,597,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$56,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$20,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$20,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$59,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$579,741
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,671
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KUENZI & COMPANY
Accountancy firm EIN2021-12-31931235599
2020 : OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$653,839
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$36,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$36,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$514,829
Value of total assets at end of year2020-12-31$1,618,430
Value of total assets at beginning of year2020-12-31$1,001,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50
Total interest from all sources2020-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$16,165
Administrative expenses professional fees incurred2020-12-31$50
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$617,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,618,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,001,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,597,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$491,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$122,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$514,829
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$507,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,516
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KUENZI & COMPANY
Accountancy firm EIN2020-12-31931235599

Form 5500 Responses for OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN

2022: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OREGON ONCOLOGY SPECIALISTS, LLP CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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