Original filing (PDF)20230516113625NAL0000595184001

SARAH L. AGSTEN, D.O., LLC

Name: SARAH L. AGSTEN, D.O., LLC — SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SARAH L. AGSTEN, D.O., LLC

Form 5500-SF

FILING_RECEIVED

SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SARAH L. AGSTEN, D.O., LLC.

Plan sponsor

Name

SARAH L. AGSTEN, D.O., LLC

EIN

68-0531101

Address

2508 NW MEDICAL PARK DRIVE · ROSEBURG, OR · 97471

Phone

(541) 673-5225

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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