Lyons, 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, Lyons, OR has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $27,086,800 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,086,800
Total reported net assets (EOY)
$27,086,800

Contributions & income

Participant contributions
$1,006,576
Total income / additions
$4,317,589

Expenses & distributions

Benefits paid / distributions
$1,724,359
Total expenses
$1,776,857
Net increase / (decrease)
$2,540,732

Coverage

Total reported participants
1,375
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lyons, 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 Lyons, OR
PlanSponsorReported assets (EOY)Year
Freres Lumber Co., Inc. Savings And Profit Sharing PlanFreres Lumber Co., Inc.$27,086,8002023
Group Insurance Plan For Freres Lumber Co. Inc.Freres Lumber Co., Inc.not reported in the loaded dataset2023
Group Insurance Plan For Freres Lumber Co IncFreres Lumber Co., Inc.not reported in the loaded dataset2023
Freres Lumber Co., Inc. Group Dental PlanFreres Lumber Co. Incnot reported in the loaded dataset2023

Related Form 5500 pages