Original filing (PDF)20250113081158NAL0029012752001

PORTLAND OCULOPLASTICS, P.C.

Name: PORTLAND OCULOPLASTICS, P.C. — PORTLAND OCULOPLASTICS, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: PORTLAND OCULOPLASTICS, P.C.

Form 5500-SF

FILING_RECEIVED

PORTLAND OCULOPLASTICS, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTLAND OCULOPLASTICS, P.C..

Plan sponsor

Name

PORTLAND OCULOPLASTICS, P.C.

EIN

20-3306699

Address

10305 SW PARK WAY SUITE 203 · PORTLAND, OR · 97225

Phone

(503) 223-8333

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RPP FAMILY & ELDER CARE INC.

RPP FAMILY & ELDER CARE INC. DEFINED BENEFIT PENSION PLAN

$1.7M · 2 participants

SHELDON GOLDBERG M.D., P.C.

SHELDON GOLDBERG M.D., P.C. PROFIT SHARING PLAN AND TRUST

$1.7M · 6 participants

JOEL Q. VELASQUEZ, M.D., INC.

JOEL Q. VELASQUEZ, M.D., INC. DEFINED BENEFIT PLAN

$1.7M · 6 participants

CAMPUS EYE MANAGEMENT LLC

CAMPUS EYE MANAGEMENT 401(K) PLAN

$1.7M · 115 participants

HOSAYN KHALEELI, M.D., INC.

HOSAYN KHALEELI, M.D., INC. 401 (K) PROFIT SHARING PLAN