Central Point, OR Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Central Point, OR has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $103,367,482 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$103,367,482
Total reported liabilities (EOY)
$3,499,624
Total reported net assets (EOY)
$99,867,858

Contributions & income

Employer contributions
$3,051,599
Participant contributions
$6,309,683
Total income / additions
$24,911,136

Expenses & distributions

Benefits paid / distributions
$9,501,723
Total expenses
$9,794,700
Net increase / (decrease)
$15,116,436

Coverage

Total reported participants
3,305
Plans with financial statements
8
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Central Point, OR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Central Point, OR
PlanSponsorReported assets (EOY)Year
Erickson Incorporated 401(K) Profit Sharing PlanErickson Incorporated$67,510,2002023
Combined Transport, Inc. 401(K) Profit Sharing PlanCombined Transport, Inc.$13,659,0672023
Southern Oregon Head Start Retirement PlanSouthern Oregon Child And Family Council, Inc.$12,475,2292023
Hunter Communications 401(K) PlanHunter Communications Inc.$5,365,0352023
Quantum Innovations, Inc. Employee Stock Ownership PlanQuantum Innovations, Inc.$1,737,6662023
Wl Moore Construction, Inc. 401(K) Profit Sharing PlanWl Moore Construction Inc$1,613,5532023
Roxy Ann Veterinary Hospital Pc 401(K) Profit Sharing PlanRoxy Ann Veterinary Hospital Pc$846,5112023
Leatherworx Corporation Profit Sharing PlanLeatherworx Corporation$160,2212023
The Welfare Benefit Plan For Combined Transport, Inc.Combined Transport, Inc.not reported in the loaded dataset2023
Imperial ForestryImperial Forestry Welfare Benefit Plannot reported in the loaded dataset2023
Southern Oregon Child & Family Council, Inc. Dba Southern Oregon Head StartSouthern Oregon Child & Family Council, Inc.not reported in the loaded dataset2023
Hunter CommunicationsHunter Communications Inc.not reported in the loaded dataset2023

Related Form 5500 pages