Original filing (PDF)20250622124245NAL0013567730001

ELISA A. BURGESS MD PC

Name: ELISA A. BURGESS MD PC — ELISA A. BURGESS MD PC RETIREMENT PLAN, Form 5500 (2023)
Creator: ELISA A. BURGESS MD PC

Form 5500-SF

FILING_RECEIVED

ELISA A. BURGESS MD PC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 ELISA A. BURGESS MD PC.

Plan sponsor

Name

ELISA A. BURGESS MD PC

EIN

93-1317551

Address

16865 BOONES FERRY RD · STE 101 · LAKE OSWEGO, OR · 97035

Phone

(503) 699-6464

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-22

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

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