Willamette Urology, P.C. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Willamette Urology, P.C.
  • Sponsor EIN: 930607237
  • Sponsor Address: 2973 12TH STREET SE, SALEM, OR, 97302
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $10.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202328$10.3M$290,452$150,776
202227$7.5M$278,778$144,575

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