How big is Umpqua Valley Internist, PC's plan?

Umpqua Valley Internist, PC's plan reported $536K in assets and 5 participants for 2024.

Original filing (PDF)20250731094914NAL0012819394001

Umpqua Valley Internist, PC

Name: Umpqua Valley Internist, PC — Umpqua Valley, Form 5500 (2024)
Creator: Umpqua Valley Internist, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umpqua Valley Internists 401(k) Plan

401(k) retirement plan · Umpqua Valley Internist, PC's Umpqua Valley Internists 401(k) Plan held $536K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

William Townsend signed Umpqua Valley Internist, PC's 2024 Form 5500 as plan administrator.

William Townsend — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Umpqua Valley Internist, PC's EIN is 47-4157091.

EIN 47-4157091

Plan number 001

Plan year 2024

ACK ID 20250731094914NAL0012819394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Umpqua Valley Internist, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Umpqua Valley Internist, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMPQUA VALLEY INTERNIST, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off