· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KEIPERSPINE, P.C. — KEIPERSPINE, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616123057NAL0000473459001
KEIPERSPINE, P.C.
Form 5500-SF
FILING_RECEIVED
KEIPERSPINE, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
34
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
KEIPERSPINE, P.C.
.
Find decision makers
Plan sponsor
Name
KEIPERSPINE, P.C.
EIN
93-1243624
Address
1410 OAK STREET · SUITE 200 · EUGENE, OR · 974014604
Phone
(541) 228-3660
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
MALHOTRA CENTER FOR PLASTIC SURGERY, P.C.
MALHOTRA CENTER FOR PLASTICS 401(K) PLAN
$2.8M · 8 participants
LAWRENCE E. SAMUELS, M.D. INC.
LAWRENCE E. SAMUELS, M.D. INC. 401(K) PROFIT SHARING PLAN
$2.8M · 15 participants
YU-CHENG J. LIAO, M.D.
YU-CHENG J. LIAO, M.D. DEFINED BENEFIT PLAN
$2.8M · 4 participants
FREDRIC J. MINTZ, M.D. P.C.
FREDRIC J. MINTZ, M.D. P.C. PROFIT SHARING PLAN AND TRUST
$2.8M · 8 participants
FAMILY MEDICINE ASSOCIATES OF LINCOLN COUNTY
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FAMILY MEDICINE ASSOCIATES 401(K)
$2.8M · 22 participants
HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSICIANS & SURGEONS
CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005
$2.8M · 107 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
