Lebanon, 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, Lebanon, OR has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $72,059,721 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,059,721
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$72,059,721

Contributions & income

Employer contributions
$1,614,461
Participant contributions
$3,352,107
Total income / additions
$15,392,072

Expenses & distributions

Benefits paid / distributions
$9,076,863
Total expenses
$9,276,867
Net increase / (decrease)
$6,115,205

Coverage

Total reported participants
1,628
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lebanon, 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 Lebanon, OR
PlanSponsorReported assets (EOY)Year
Entek 401(K) PlanMembrane Holdings LLC$60,858,8792023
Linn Gear Co., Inc. Profit Sharing & 401(K) PlanLinn Gear Company, Inc.$6,679,7662023
Kids And Company Of Linn County 403(B) PlanKids And Company Of Linn Count$4,521,0762023
Kids And Company Of Linn County Dba Kidco Head Start Employee Benefits PlanKids And Company Of Linn County Dba Kidco Head Startnot reported in the loaded dataset2023
Entek International LLC Employee Health Care PlanEntek International LLCnot reported in the loaded dataset2023

Related Form 5500 pages