How many Form 5500 benefit plans are loaded for Lagrande, OR?

1 plan(s) reported by 1 sponsor(s) are loaded for Lagrande, OR.

Lagrande, 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, Lagrande, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $503,356 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Lagrande

1 loaded plans hold $503.4K in reported assets across 1 sponsors.
The largest, Baum, Smith LLC 401(K) Psp&T, holds 100% of reported Lagrande plan assets.
Plans cover 9 participants — about 9 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$503.4KSummed across loaded plans$503,356

Total reported assets$503.4K$503,356

Total reported participants9

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$503.4K total assets

Net assets$503.4KLiabilities—

Contributions & income

Employer contributions$15.3K

Participant contributions$15.3K

Total income / additions$208.2K

Expenses & distributions

Benefits paid / distributions$5.7K

Total expenses$5.7K

Net increase / (decrease)$202.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lagrande, 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

Lagrande market comparison

Largest plan share of assets100%Baum, Smith LLC 401(K) Psp&T

Participants per plan9Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Lagrande

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

1
Baum, Smith LLC 401(K) Psp&T$503.4K
Baum, Smith LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lagrande, OR?: 1 plan(s) reported by 1 sponsor(s) are loaded for Lagrande, OR.