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401k Sponsoring company profile

CHARLES TODD WOOLLEY, MD, PC has sponsored the creation of one or more 401k plans.

Company Name:CHARLES TODD WOOLLEY, MD, PC
Employer identification number (EIN):550808247
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Location Address
2311 NW NORTHUP STREET #209
PORTLAND
OR
97210
Date first seen: 2009-01-01
Date last seen: 2023-09-30
USA Mailing Address
2222 N. LOVEJOY, SUITE 401
PORTLAND
OR
97210
Date first seen: 2009-01-01
Date last seen: 2023-09-30
USA Location Address
3014 NE 21ST AVE
PORTLAND
OR
97212
Date first seen: 2007-01-01
Date last seen: 2023-12-31

Plan Sponsor Events

CHARLES TODD WOOLLEY, MD, PC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CHARLES TODD WOOLLEY, MD PC 401(K) PLAN2013-01-01 2015-01-01
002CHARLES TODD WOOLLEY, M.D., P.C. CASH BALANCE PLAN2016-01-01 2015-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2019-07-12Employer Contributions $ 30,000
2019-07-12Employee Contributions $ 30,000
2019-03-12Employer Contributions $ 75,000
2019-03-12Employee Contributions $ 75,000
2018-12-03Employer Contributions $ 25,000
2018-12-03Employee Contributions $ 25,000
2018-04-05Employer Contributions $ 45,000
2018-04-05Employee Contributions $ 45,000
2018-03-26Employer Contributions $ 30,000
2018-03-26Employee Contributions $ 30,000
2018-02-21Employer Contributions $ 40,000
2018-02-21Employee Contributions $ 40,000
2017-11-21Employer Contributions $ 20,000
2017-11-21Employee Contributions $ 20,000
2017-09-12Employer Contributions $ 20,000
2017-09-12Employee Contributions $ 20,000
2017-03-08Employer Contributions $ 52,626
2017-03-08Employee Contributions $ 52,626
2017-02-22Employer Contributions $ 21,000
2017-02-22Employee Contributions $ 21,000
2017-02-14Employer Contributions $ 45,000
2017-02-14Employee Contributions $ 45,000
2016-07-20Employer Contributions $ 10,770
2016-07-20Employee Contributions $ 10,770
2016-03-18Employer Contributions $ 33,000
2016-03-18Employee Contributions $ 33,000
2016-01-08Employer Contributions $ 35,000
2016-01-08Employee Contributions $ 35,000
2015-08-27Employer Contributions $ 15,000
2015-08-27Employee Contributions $ 15,000
2015-08-07Employer Contributions $ 25,000
2015-08-07Employee Contributions $ 25,000

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