Plan5500

Scotts Mills, 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, Scotts Mills, OR has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $213,894 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 Scotts Mills

  • 1 loaded plans hold $213.9K in reported assets across 1 sponsors.
  • The largest, Northwest Drilling And Boring, Inc. Retirement Plan, holds 100% of reported Scotts Mills plan assets.
  • Plans cover 8 participants — about 8 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$213.9KSummed across loaded plans$213,894
Total reported assets$213.9K$213,894
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$213.9K total assets
Net assets$213.9KLiabilities—
Contributions & income
Employer contributions$11.4K
Participant contributions$11.4K
Total income / additions$50.1K
Expenses & distributions
Benefits paid / distributions$3.3K
Total expenses$3.3K
Net increase / (decrease)$46.8K

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 Scotts Mills, 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

Scotts Mills market comparison

Largest plan share of assets100%Northwest Drilling And Boring, Inc. Retirement Plan
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Scotts Mills

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

  1. 1
    Northwest Drilling And Boring, Inc. Retirement Plan$213.9K
    Northwest Drilling And Boring, Inc Retirement Plan · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages