Southern Oregon Cardiology LLC 401(K) Plan in Medford, OR is in Oregon, its EIN is 270993855, its industry group is Offices of Physicians, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 621111, has 100 to 499 total participants, is better than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, and total administrative expenses.

Numeric values:
- total assets at beginning of plan year ($26,452,799)
- total assets ($24,618,398)
- net assets (assets minus liabilities) ($24.60M)
- other general investments ($21,065,590)
- total expenses ($7,315,014)
- total income ($5,474,133)
- earnings on investments ($4,065,311)
- net earnings on investments ($4,025,722)
- value of interest in registered investment companies (e.g., mutual funds) ($2.40M)
- total contributions ($1,398,762)
- receivables - employer contributions ($748,645)
- cash contributions from employers ($748,644)
- cash contributions from participants ($568,488)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($231,385)
- average account balance ($223,804)
- participant loans ($216,135)
- total administrative expenses ($52,653)
- investment advisory and management fees ($39,589)
- contract administrator fees ($13,064)
- average employer cash contribution per active participant ($9,723)
- average participant cash contribution per active participant ($7,383)
- total liabilities ($6,876)
- other receivables (not employer nor participant contributions) ($955)
- total administrative expense per participant ($478.66)
- total noninterest-bearing cash ($0)
- receivables - participant contributions ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- net income per total participant (-$16,735)
- net income (-$1,840,881)
- percentage of active participants (70.0%)
- diversity of asset types (17.3%)
- yield on beginning-of-plan-year total assets (15.22%)
- total cash as a percentage of plan assets (0.94%)
- participant loans as a percentage of plan assets (0.88%)
- total administrative expense ratio (0.210%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (77)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (110)
- other retired or separated participants entitled to future benefits (29)
- retired or separated participants receiving benefits (4)
- total participants (110)