Plan5500

Eagle 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, Eagle Point, OR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $644,210 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Eagle Point

  • 2 loaded plans hold $644.2K in reported assets across 2 sponsors.
  • The largest, Mvp Family Enterprises, Inc. 401 (K) Profit Sharing Plan, holds 83% of reported Eagle Point plan assets.
  • Plans cover 12 participants — about 6 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$718.8KSummed across loaded plans$718,785
Total reported assets$644.2K$644,210
Total reported participants12
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$644.2K total assets
Net assets$718.8KLiabilities$0
Contributions & income
Employer contributions$3.1K
Participant contributions$3.4K
Total income / additions-$52K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$100
Net increase / (decrease)-$52.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Eagle 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.

Computed from loaded plans

Eagle Point market comparison

Largest plan share of assets83%Mvp Family Enterprises, Inc. 401 (K) Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Eagle Point

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mvp Family Enterprises, Inc. 401 (K) Profit Sharing Plan$531.5K
    Mvp Family Enterprises, Inc. · 2023
  2. 2
    Laura And Ed Enterprises, Inc. 401(K) Plan$112.7K
    Laura And Ed Enterprises, Inc. · 2023

Largest plans in Eagle Point → · Eagle Point plans by participants → · Eagle Point plans with financial data → · Eagle Point plans with provider compensation → · $1B+ plans in Eagle Point →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Eagle Point, OR?
2 plan(s) reported by 2 sponsor(s) are loaded for Eagle Point, OR.

Related Form 5500 pages