Plan5500

Shady Cove, 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, Shady Cove, OR has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,604,034 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 Shady Cove

  • 2 loaded plans hold $1.6M in reported assets across 2 sponsors.
  • The largest, Michael T Malepsy 401(K) Plan, holds 99% of reported Shady Cove plan assets.
  • Plans cover 9 participants — about 5 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$1.6MSummed across loaded plans$1,602,914
Total reported assets$1.6M$1,604,034
Total reported participants9
Total reported liabilities$1.1K$1,120

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$1.1K
Contributions & income
Employer contributions$43.2K
Participant contributions$30K
Total income / additions$155.8K
Expenses & distributions
Benefits paid / distributions$126.9K
Total expenses$149.7K
Net increase / (decrease)$6K

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 Shady Cove, 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

Shady Cove market comparison

Largest plan share of assets99%Michael T Malepsy 401(K) Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Shady Cove

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

  1. 1
    Michael T Malepsy 401(K) Plan$1.6M
    Michael T Malepsy · 2023
  2. 2
    Employee Health Plan Of Best Of The Best Inc Dba Supercuts$10.6K
    Best Of The Best Inc Dba Supercuts · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages