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THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 401k Plan overview

Plan NameTHE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL
Plan identification number 001

THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE UROLOGY CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE UROLOGY CLINIC, P.C.
Employer identification number (EIN):581596177
NAIC Classification:722515
NAIC Description:Snack and Nonalcoholic Beverage Bars

Additional information about THE UROLOGY CLINIC, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1980-08-01
Company Identification Number: 14625917
Legal Registered Office Address: 111 SW FIFTH AVE #3500

PORTLAND
United States of America (USA)
97204

More information about THE UROLOGY CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID C ALLEN2024-10-07
0012022-01-01DAVID C ALLEN2023-06-08
0012021-01-01DAVID ALLEN2022-10-02
0012020-01-01DAVID ALLEN2021-10-13
0012019-01-01DAVID ALLEN2020-07-28
0012018-01-01
0012017-01-01
0012016-01-01WILLIAM TAYLOR2017-08-30
0012015-01-01DAVID ALLEN2016-06-22 DAVID ALLEN2016-06-22
0012014-01-01TOMMY HORST2015-10-14
0012013-01-01DAVID ALLEN, M.D.2014-12-15
0012012-01-01DAVID C. ALLEN, M.D.2013-06-19
0012011-01-01DAVID C. ALLEN, M.D.2012-03-03
0012010-01-01DAVID C. ALLEN, M.D.2011-03-21

Plan Statistics for THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL

401k plan membership statisitcs for THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL

Measure Date Value
2023: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2023 401k membership
Total participants, beginning-of-year2023-01-0127
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2022 401k membership
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2021 401k membership
Total participants, beginning-of-year2021-01-0127
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0125
Number of participants with account balances2020-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL

Measure Date Value
2023 : THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$105,842
Expenses. Total of all expenses incurred2023-12-31$5,168,545
Benefits paid (including direct rollovers)2023-12-31$5,158,612
Total plan assets at end of year2023-12-31$4,664
Total plan assets at beginning of year2023-12-31$5,067,367
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Noncash contributions received2023-12-31$101,178
Net income (gross income less expenses)2023-12-31$-5,062,703
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,664
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,067,367
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$4,664
Value of certain deemed distributions of participant loans2023-12-31$9,933
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2022 401k financial data
Total income from all sources2022-12-31$-193,676
Expenses. Total of all expenses incurred2022-12-31$20,048
Total plan assets at end of year2022-12-31$5,067,367
Total plan assets at beginning of year2022-12-31$5,281,091
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$47,095
Contributions received from other sources (not participants or employers)2022-12-31$-2,200
Other income received2022-12-31$-255,953
Net income (gross income less expenses)2022-12-31$-213,724
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,067,367
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,281,091
Assets. Value of assets in partnership/joint-venture interests2022-12-31$289,400
Total contributions received or receivable from employer(s)2022-12-31$17,382
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,048
2021 : THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2021 401k financial data
Total income from all sources2021-12-31$942,328
Expenses. Total of all expenses incurred2021-12-31$17,190
Total plan assets at end of year2021-12-31$5,281,091
Total plan assets at beginning of year2021-12-31$4,355,953
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$54,080
Other income received2021-12-31$865,507
Net income (gross income less expenses)2021-12-31$925,138
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,281,091
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,355,953
Assets. Value of assets in partnership/joint-venture interests2021-12-31$219,600
Total contributions received or receivable from employer(s)2021-12-31$22,741
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2020 401k financial data
Total income from all sources2020-12-31$110,559
Expenses. Total of all expenses incurred2020-12-31$13,728
Benefits paid (including direct rollovers)2020-12-31$1,911
Total plan assets at end of year2020-12-31$4,355,953
Total plan assets at beginning of year2020-12-31$4,259,122
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$54,310
Other income received2020-12-31$28,140
Net income (gross income less expenses)2020-12-31$96,831
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,355,953
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,259,122
Assets. Value of assets in partnership/joint-venture interests2020-12-31$195,900
Total contributions received or receivable from employer(s)2020-12-31$28,109
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2019 401k financial data
Total income from all sources2019-12-31$771,242
Expenses. Total of all expenses incurred2019-12-31$13,283
Benefits paid (including direct rollovers)2019-12-31$705
Total plan assets at end of year2019-12-31$4,259,122
Total plan assets at beginning of year2019-12-31$3,501,163
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$48,924
Contributions received from other sources (not participants or employers)2019-12-31$375
Other income received2019-12-31$695,461
Net income (gross income less expenses)2019-12-31$757,959
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,259,122
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,501,163
Assets. Value of assets in partnership/joint-venture interests2019-12-31$2,026,870
Total contributions received or receivable from employer(s)2019-12-31$26,482
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0

Form 5500 Responses for THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL

2023: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UROLOGY CLINIC, P.C. 401(K) PROFIT SHARING PL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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