401k Plan data: THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN plan

THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN
Plan identification number	002

THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

THE PORTLAND CLINIC has sponsored the creation of one or more 401k plans.

Company Name: THE PORTLAND CLINIC

Employer identification number (EIN): 930400952

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about THE PORTLAND CLINIC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1997-04-28

Company Identification Number: 56682181

More information about THE PORTLAND CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PORTLAND CLINIC LLP ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 GAVIN KASZYNSKI 2023-10-16 GAVIN KASZYNSKI 2023-10-16
002 2021-01-01 KENDRA RASMUSSEN 2022-10-11 NICHOLAS MCWILLIAMS 2022-10-12
002 2020-01-01 NICHOLAS MCWILLIAMS 2021-09-23
002 2019-01-01 RICHARD CLARK 2020-07-30
002 2018-01-01 ELIZABETH SUBLETTE 2019-07-24 ELIZABETH SUBLETTE 2019-07-24
002 2017-01-01 RICHARD CLARK 2018-06-22 RICHARD CLARK 2018-06-22
002 2016-01-01 RICHARD CLARK 2017-04-03
002 2015-01-01 RICHARD CLARK 2016-08-04
002 2014-01-01 RICHARD CLARK 2015-08-17
002 2013-01-01 J. MICHAEL SCHWAB 2014-06-23
002 2012-01-01 J. MICHAEL SCHWAB 2013-06-17
002 2011-01-01 J. MICHAEL SCHWAB 2012-07-11
002 2010-01-01 J. MICHAEL SCHWAB 2011-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	GAVIN KASZYNSKI	2023-10-16	GAVIN KASZYNSKI	2023-10-16
002	2021-01-01	KENDRA RASMUSSEN	2022-10-11	NICHOLAS MCWILLIAMS	2022-10-12
002	2020-01-01	NICHOLAS MCWILLIAMS	2021-09-23
002	2019-01-01	RICHARD CLARK	2020-07-30
002	2018-01-01	ELIZABETH SUBLETTE	2019-07-24	ELIZABETH SUBLETTE	2019-07-24
002	2017-01-01	RICHARD CLARK	2018-06-22	RICHARD CLARK	2018-06-22
002	2016-01-01	RICHARD CLARK	2017-04-03
002	2015-01-01	RICHARD CLARK	2016-08-04
002	2014-01-01	RICHARD CLARK	2015-08-17
002	2013-01-01	J. MICHAEL SCHWAB	2014-06-23
002	2012-01-01	J. MICHAEL SCHWAB	2013-06-17
002	2011-01-01	J. MICHAEL SCHWAB	2012-07-11
002	2010-01-01	J. MICHAEL SCHWAB	2011-06-23

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Company Name:	THE PORTLAND CLINIC
Employer identification number (EIN):	930400952
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1997-04-28
Company Identification Number:	56682181