· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTHWEST ENT & ALLERGY CARE, P.C. — NORTHWEST ENT & ALLERGY CARE, P.C. 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240809172043NAL0003612435001
NORTHWEST ENT & ALLERGY CARE, P.C.
Form 5500-SF
FILING_RECEIVED
NORTHWEST ENT & ALLERGY CARE, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
18
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTHWEST ENT & ALLERGY CARE, P.C.
.
Find decision makers
Plan sponsor
Name
NORTHWEST ENT & ALLERGY CARE, P.C.
EIN
20-8360896
Address
10330 SE 32ND AVENUE, SUITE 320 · MILWAUKIE, OR · 97222
Phone
(503) 513-8693
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-09
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
EC OF ATLANTA, PC/PIEDMONT SYSTEM
EYE CONSULTANTS OF ATLANTA, PC/PIEDMONT SYSTEM AMBULATORY SURGERY CENTER, LLC 401(K) PLAN
$1.9M · 54 participants
KRISHNA SINGH, MD APMC
DR. KRISHNA R. SINGH, MD 401(K) PLAN
$1.9M · 3 participants
TAMPA BAY INTERNAL MEDICINE INC
TAMPA BAY INTERNAL MEDICINE INC 401K PLAN AND TRUST
$1.9M · 4 participants
SOUTHWEST PEDIATRICS AND ADOLESCENT MEDICINE, P. A
SOUTHWEST PEDIATRICS & ADOLESCENT MEDICINE, P.A. 401(K) PROFIT SHARING PLAN
$1.9M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ANNA M. BOECKER M.D., P.A.
ANNA M. BOECKER M. D. , P. A. 401(K) PROFIT SHARING PLAN
$1.9M · 10 participants
JULIE A. DOUGLASS, M.D., INC.
JULIE A. DOUGLASS, M.D., INC. PROFIT SHARING PLAN
$1.9M · 5 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
