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THE CORVALLIS CLINIC, P.C. 401(K) PLAN 401k Plan overview

Plan NameTHE CORVALLIS CLINIC, P.C. 401(K) PLAN
Plan identification number 001

THE CORVALLIS CLINIC, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 CORVALLIS CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE CORVALLIS CLINIC, P.C.
Employer identification number (EIN):931221257
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about THE CORVALLIS CLINIC, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-09-18
Company Identification Number: 53633583
Legal Registered Office Address: 444 NW ELKS DR

CORVALLIS
United States of America (USA)
97330

More information about THE CORVALLIS CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CORVALLIS CLINIC, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID E. STRAUSS2024-10-04
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS BOURDO SANDRA SPEER2018-07-30
0012016-01-01DOUGLAS BOURDO BRAD WAKEFIELD2017-07-26
0012015-01-01DOUGLAS R. BOURDO BRAD WAKEFIELD2016-07-22
0012014-01-01DOUGLAS R. BOURDO BRAD WAKEFIELD2015-07-28
0012013-01-01DOUGLAS BOURDO ANDREW M. PERRY2014-07-11
0012012-01-01DOUGLAS BOURDO ANDREW M. PERRY2013-07-12
0012011-01-01DOUGLAS BOURDO ANDREW M. PERRY2012-07-25
0012009-01-01DOUGLAS BOURDO ANDREW M. PERRY2010-09-09

Plan Statistics for THE CORVALLIS CLINIC, P.C. 401(K) PLAN

401k plan membership statisitcs for THE CORVALLIS CLINIC, P.C. 401(K) PLAN

Measure Date Value
2023: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01940
Total number of active participants reported on line 7a of the Form 55002023-01-01568
Number of retired or separated participants receiving benefits2023-01-0117
Number of other retired or separated participants entitled to future benefits2023-01-01447
Total of all active and inactive participants2023-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011,033
Number of participants with account balances2023-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01903
Total number of active participants reported on line 7a of the Form 55002022-01-01556
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01369
Total of all active and inactive participants2022-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01940
Number of participants with account balances2022-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01891
Total number of active participants reported on line 7a of the Form 55002021-01-01501
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-01384
Total of all active and inactive participants2021-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01903
Number of participants with account balances2021-01-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01986
Total number of active participants reported on line 7a of the Form 55002020-01-01533
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01340
Total of all active and inactive participants2020-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01891
Number of participants with account balances2020-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01832
Total number of active participants reported on line 7a of the Form 55002019-01-01650
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01323
Total of all active and inactive participants2019-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01986
Number of participants with account balances2019-01-01844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01854
Total number of active participants reported on line 7a of the Form 55002018-01-01515
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01301
Total of all active and inactive participants2018-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01832
Number of participants with account balances2018-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01826
Total number of active participants reported on line 7a of the Form 55002017-01-01558
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01279
Total of all active and inactive participants2017-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01854
Number of participants with account balances2017-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01852
Total number of active participants reported on line 7a of the Form 55002016-01-01545
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01271
Total of all active and inactive participants2016-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01826
Number of participants with account balances2016-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01755
Total number of active participants reported on line 7a of the Form 55002015-01-01583
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01263
Total of all active and inactive participants2015-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01852
Number of participants with account balances2015-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01765
Total number of active participants reported on line 7a of the Form 55002014-01-01486
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01265
Total of all active and inactive participants2014-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01755
Number of participants with account balances2014-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01822
Total number of active participants reported on line 7a of the Form 55002013-01-01499
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01256
Total of all active and inactive participants2013-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01765
Number of participants with account balances2013-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01810
Total number of active participants reported on line 7a of the Form 55002012-01-01571
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01246
Total of all active and inactive participants2012-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01822
Number of participants with account balances2012-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01810
Total number of active participants reported on line 7a of the Form 55002011-01-01584
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01218
Total of all active and inactive participants2011-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01810
Number of participants with account balances2011-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01698
Total number of active participants reported on line 7a of the Form 55002009-01-01592
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01187
Total of all active and inactive participants2009-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01786
Number of participants with account balances2009-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CORVALLIS CLINIC, P.C. 401(K) PLAN

Measure Date Value
2023 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$24,154,499
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,223,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,103,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,128,897
Value of total assets at end of year2023-12-31$119,501,668
Value of total assets at beginning of year2023-12-31$108,570,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$120,073
Total interest from all sources2023-12-31$39,072
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,488,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,488,844
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,242,414
Participant contributions at end of year2023-12-31$662,833
Participant contributions at beginning of year2023-12-31$614,653
Participant contributions at end of year2023-12-31$116,481
Participant contributions at beginning of year2023-12-31$130,081
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,231,900
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$838,108
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$41,098
Other income not declared elsewhere2023-12-31$408,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,930,845
Value of net assets at end of year (total assets less liabilities)2023-12-31$119,501,668
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$108,570,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$117,467,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$106,909,818
Interest on participant loans2023-12-31$39,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,089,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$845,385
Employer contributions (assets) at end of year2023-12-31$23,069
Employer contributions (assets) at beginning of year2023-12-31$78,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,103,581
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS, LLP
Accountancy firm EIN2023-12-31910189318
2022 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,635,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,622,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,504,565
Value of total corrective distributions2022-12-31$705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,349,594
Value of total assets at end of year2022-12-31$108,570,823
Value of total assets at beginning of year2022-12-31$137,829,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,122
Total interest from all sources2022-12-31$27,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,700,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,700,516
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,829,843
Participant contributions at end of year2022-12-31$614,653
Participant contributions at beginning of year2022-12-31$667,069
Participant contributions at end of year2022-12-31$130,081
Participant contributions at beginning of year2022-12-31$93,917
Assets. Other investments not covered elsewhere at end of year2022-12-31$838,108
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,237,677
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$290,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,996
Other income not declared elsewhere2022-12-31$-415,490
Administrative expenses (other) incurred2022-12-31$117,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,258,200
Value of net assets at end of year (total assets less liabilities)2022-12-31$108,570,823
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$137,829,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$106,909,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,745,508
Interest on participant loans2022-12-31$27,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,297,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,229,286
Employer contributions (assets) at end of year2022-12-31$78,163
Employer contributions (assets) at beginning of year2022-12-31$84,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,502,569
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,211,898
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,197,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,087,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,138,506
Value of total assets at end of year2021-12-31$137,829,023
Value of total assets at beginning of year2021-12-31$123,815,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,703
Total interest from all sources2021-12-31$33,703
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,490,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,490,851
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,563,483
Participant contributions at end of year2021-12-31$667,069
Participant contributions at beginning of year2021-12-31$737,305
Participant contributions at end of year2021-12-31$93,917
Participant contributions at beginning of year2021-12-31$85,325
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,237,677
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,033,627
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$386,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$249
Other income not declared elsewhere2021-12-31$183,739
Administrative expenses (other) incurred2021-12-31$110,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,014,016
Value of net assets at end of year (total assets less liabilities)2021-12-31$137,829,023
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,815,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$135,745,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$121,907,298
Interest on participant loans2021-12-31$33,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,365,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,188,431
Employer contributions (assets) at end of year2021-12-31$84,852
Employer contributions (assets) at beginning of year2021-12-31$51,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,086,930
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,116,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,606,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,506,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,938,382
Value of total assets at end of year2020-12-31$123,815,007
Value of total assets at beginning of year2020-12-31$109,305,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,268
Total interest from all sources2020-12-31$38,039
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,703,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,703,891
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,343,290
Participant contributions at end of year2020-12-31$737,305
Participant contributions at beginning of year2020-12-31$743,224
Participant contributions at end of year2020-12-31$85,325
Participant contributions at beginning of year2020-12-31$79,496
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,033,627
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$749,397
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,197
Other income not declared elsewhere2020-12-31$286,298
Administrative expenses (other) incurred2020-12-31$100,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,509,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,815,007
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$109,305,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$121,907,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,708,258
Interest on participant loans2020-12-31$38,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,149,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,455,895
Employer contributions (assets) at end of year2020-12-31$51,452
Employer contributions (assets) at beginning of year2020-12-31$25,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,506,511
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,101,173
Total income from all sources (including contributions)2019-12-31$26,101,173
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,373,624
Total of all expenses incurred2019-12-31$7,373,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,283,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,283,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,723,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,723,318
Value of total assets at end of year2019-12-31$109,305,552
Value of total assets at end of year2019-12-31$109,305,552
Value of total assets at beginning of year2019-12-31$90,578,003
Value of total assets at beginning of year2019-12-31$90,578,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,247
Total interest from all sources2019-12-31$40,828
Total interest from all sources2019-12-31$40,828
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,989,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,989,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,989,083
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,989,083
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,420,824
Contributions received from participants2019-12-31$3,420,824
Participant contributions at end of year2019-12-31$743,224
Participant contributions at end of year2019-12-31$743,224
Participant contributions at beginning of year2019-12-31$818,498
Participant contributions at beginning of year2019-12-31$818,498
Participant contributions at end of year2019-12-31$79,496
Participant contributions at end of year2019-12-31$79,496
Participant contributions at beginning of year2019-12-31$218,210
Participant contributions at beginning of year2019-12-31$218,210
Assets. Other investments not covered elsewhere at end of year2019-12-31$749,397
Assets. Other investments not covered elsewhere at end of year2019-12-31$749,397
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$545,582
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$545,582
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,211,451
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,211,451
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$221
Other income not declared elsewhere2019-12-31$205,217
Other income not declared elsewhere2019-12-31$205,217
Administrative expenses (other) incurred2019-12-31$90,247
Administrative expenses (other) incurred2019-12-31$90,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,727,549
Value of net income/loss2019-12-31$18,727,549
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,305,552
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,305,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,578,003
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,578,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,708,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,708,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,917,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,917,086
Interest on participant loans2019-12-31$40,828
Interest on participant loans2019-12-31$40,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,142,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,142,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,091,043
Contributions received in cash from employer2019-12-31$1,091,043
Employer contributions (assets) at end of year2019-12-31$25,177
Employer contributions (assets) at end of year2019-12-31$25,177
Employer contributions (assets) at beginning of year2019-12-31$78,627
Employer contributions (assets) at beginning of year2019-12-31$78,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,283,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,283,156
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$371,764
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,562,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,472,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,582,753
Value of total assets at end of year2018-12-31$90,578,003
Value of total assets at beginning of year2018-12-31$99,768,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,901
Total interest from all sources2018-12-31$39,260
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,290,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,290,321
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,339,703
Participant contributions at end of year2018-12-31$818,498
Participant contributions at beginning of year2018-12-31$655,025
Participant contributions at end of year2018-12-31$218,210
Participant contributions at beginning of year2018-12-31$202,550
Assets. Other investments not covered elsewhere at end of year2018-12-31$545,582
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$579,508
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,756
Other income not declared elsewhere2018-12-31$-32,978
Administrative expenses (other) incurred2018-12-31$89,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,190,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$90,578,003
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$99,768,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$88,917,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,250,619
Interest on participant loans2018-12-31$39,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,507,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,114,294
Employer contributions (assets) at end of year2018-12-31$78,627
Employer contributions (assets) at beginning of year2018-12-31$80,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,472,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,203,607
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,150,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,060,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,686,534
Value of total assets at end of year2017-12-31$99,768,362
Value of total assets at beginning of year2017-12-31$85,715,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,563
Total interest from all sources2017-12-31$29,797
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,421,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,421,666
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,384,166
Participant contributions at end of year2017-12-31$655,025
Participant contributions at beginning of year2017-12-31$749,326
Participant contributions at end of year2017-12-31$202,550
Participant contributions at beginning of year2017-12-31$187,897
Assets. Other investments not covered elsewhere at end of year2017-12-31$579,508
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$453,037
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$176,943
Other income not declared elsewhere2017-12-31$129,215
Administrative expenses (other) incurred2017-12-31$89,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,053,222
Value of net assets at end of year (total assets less liabilities)2017-12-31$99,768,362
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,715,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$98,250,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,046,370
Interest on participant loans2017-12-31$29,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,936,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,125,425
Employer contributions (assets) at end of year2017-12-31$80,660
Employer contributions (assets) at beginning of year2017-12-31$278,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,060,822
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,818,098
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,474,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,400,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,280,561
Value of total assets at end of year2016-12-31$85,715,140
Value of total assets at beginning of year2016-12-31$77,371,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,731
Total interest from all sources2016-12-31$30,215
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,456,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,456,905
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,361,677
Participant contributions at end of year2016-12-31$749,326
Participant contributions at beginning of year2016-12-31$807,741
Participant contributions at end of year2016-12-31$187,897
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$453,037
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$486,070
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,535,454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$842
Other income not declared elsewhere2016-12-31$-31,799
Administrative expenses (other) incurred2016-12-31$73,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,343,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,715,140
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,371,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$84,046,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,077,942
Interest on participant loans2016-12-31$30,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,082,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,383,430
Employer contributions (assets) at end of year2016-12-31$278,510
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,400,138
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,081,351
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,774,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,751,610
Value of total corrective distributions2015-12-31$778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,311,859
Value of total assets at end of year2015-12-31$77,371,753
Value of total assets at beginning of year2015-12-31$82,064,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,885
Total interest from all sources2015-12-31$32,466
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,728,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,728,798
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,861,785
Participant contributions at end of year2015-12-31$807,741
Participant contributions at beginning of year2015-12-31$913,814
Assets. Other investments not covered elsewhere at end of year2015-12-31$486,070
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$426,307
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$166,740
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$253
Other income not declared elsewhere2015-12-31$33,518
Administrative expenses (other) incurred2015-12-31$21,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,692,922
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,371,753
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,064,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,077,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$80,724,554
Interest on participant loans2015-12-31$32,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,025,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,283,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,751,357
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,937,271
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,600,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,575,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,204,350
Value of total assets at end of year2014-12-31$82,064,675
Value of total assets at beginning of year2014-12-31$76,728,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,162
Total interest from all sources2014-12-31$41,578
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,606,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,606,052
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,947,786
Participant contributions at end of year2014-12-31$913,814
Participant contributions at beginning of year2014-12-31$952,142
Assets. Other investments not covered elsewhere at end of year2014-12-31$426,307
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$214,950
Other income not declared elsewhere2014-12-31$42,870
Administrative expenses (other) incurred2014-12-31$25,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,336,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,064,675
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,728,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$80,724,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$75,494,564
Interest on participant loans2014-12-31$41,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,042,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,041,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,575,717
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$281,577
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS,LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$52,577
Total unrealized appreciation/depreciation of assets2013-12-31$52,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,654,787
Total loss/gain on sale of assets2013-12-31$8,774
Total of all expenses incurred2013-12-31$7,360,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,330,123
Expenses. Certain deemed distributions of participant loans2013-12-31$2,577
Value of total corrective distributions2013-12-31$2,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,767,471
Value of total assets at end of year2013-12-31$76,728,283
Value of total assets at beginning of year2013-12-31$65,433,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,026
Total interest from all sources2013-12-31$44,132
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,758,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,754,441
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,725,160
Participant contributions at end of year2013-12-31$952,142
Participant contributions at beginning of year2013-12-31$1,020,053
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,663
Other income not declared elsewhere2013-12-31$1,500
Administrative expenses (other) incurred2013-12-31$25,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,294,650
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,728,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,433,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$75,494,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,190,103
Interest on participant loans2013-12-31$44,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,021,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,022,648
Income. Dividends from common stock2013-12-31$4,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,330,123
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$281,577
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$223,477
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$158,128
Aggregate carrying amount (costs) on sale of assets2013-12-31$149,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,469
Total unrealized appreciation/depreciation of assets2012-12-31$7,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,013,098
Total loss/gain on sale of assets2012-12-31$-19,484
Total of all expenses incurred2012-12-31$5,255,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,229,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,539,817
Value of total assets at end of year2012-12-31$65,433,633
Value of total assets at beginning of year2012-12-31$59,676,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,747
Total interest from all sources2012-12-31$43,978
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,727,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,722,050
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,594,966
Participant contributions at end of year2012-12-31$1,020,053
Participant contributions at beginning of year2012-12-31$943,823
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,114
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$560
Other income not declared elsewhere2012-12-31$15,454
Administrative expenses (other) incurred2012-12-31$25,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,757,452
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,433,633
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,676,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$64,190,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,822,197
Interest on participant loans2012-12-31$43,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,698,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$944,539
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$500,239
Income. Dividends from common stock2012-12-31$5,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,229,339
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$223,477
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$407,808
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$414,841
Aggregate carrying amount (costs) on sale of assets2012-12-31$434,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,796
Total unrealized appreciation/depreciation of assets2011-12-31$1,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,450,956
Total loss/gain on sale of assets2011-12-31$-1,241
Total of all expenses incurred2011-12-31$10,248,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,225,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,956,888
Value of total assets at end of year2011-12-31$59,676,181
Value of total assets at beginning of year2011-12-31$65,473,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,511
Total interest from all sources2011-12-31$44,073
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,659,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,656,052
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,450,836
Participant contributions at end of year2011-12-31$943,823
Participant contributions at beginning of year2011-12-31$895,309
Participant contributions at end of year2011-12-31$2,114
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,754
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,391
Other income not declared elsewhere2011-12-31$6,265
Administrative expenses (other) incurred2011-12-31$23,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,797,802
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,676,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,473,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$57,822,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,167,181
Interest on participant loans2011-12-31$44,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,216,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,451,298
Employer contributions (assets) at end of year2011-12-31$500,239
Income. Dividends from preferred stock2011-12-31$75
Income. Dividends from common stock2011-12-31$3,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,223,856
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$407,808
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$411,493
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$187,569
Aggregate carrying amount (costs) on sale of assets2011-12-31$188,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$64,044
Total unrealized appreciation/depreciation of assets2010-12-31$64,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,206,939
Total loss/gain on sale of assets2010-12-31$-954
Total of all expenses incurred2010-12-31$6,033,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,005,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,264,283
Value of total assets at end of year2010-12-31$65,473,983
Value of total assets at beginning of year2010-12-31$60,300,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,552
Total interest from all sources2010-12-31$44,242
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,388,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,385,631
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,405,428
Participant contributions at end of year2010-12-31$895,309
Participant contributions at beginning of year2010-12-31$718,522
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,370
Other income not declared elsewhere2010-12-31$135,937
Administrative expenses (other) incurred2010-12-31$28,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,173,221
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,473,983
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,300,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,167,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,837,822
Interest on participant loans2010-12-31$44,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,311,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$788,485
Employer contributions (assets) at beginning of year2010-12-31$499,936
Income. Dividends from common stock2010-12-31$2,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,005,166
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$411,493
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$244,482
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$12,690
Aggregate carrying amount (costs) on sale of assets2010-12-31$13,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31980189318

Form 5500 Responses for THE CORVALLIS CLINIC, P.C. 401(K) PLAN

2023: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 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 CORVALLIS CLINIC, P.C. 401(K) PLAN 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 CORVALLIS CLINIC, P.C. 401(K) PLAN 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 CORVALLIS CLINIC, P.C. 401(K) PLAN 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 CORVALLIS CLINIC, P.C. 401(K) PLAN 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
2018: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CORVALLIS CLINIC, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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