Plan5500

Southern Oregon Goodwill Industries Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southern Oregon Goodwill Industries Inc (EIN 93-0564141) is a plan sponsor located in Medford, OR with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0564141
Location
Medford, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Oregon Goodwill Industries Inc

  • 2 loaded plans hold $2.3M in reported assets.
  • The largest, Southern Oregon Goodwill, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 644 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,342,216
Total reported assets$2.3M$2,342,216
Total reported participants644
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$150.6K
Participant contributions$277.7K
Total income / additions$732.3K
Expenses & distributions
Benefits paid / distributions$152.7K
Total expenses$154.6K
Net increase / (decrease)$577.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Southern Oregon Goodwill, Inc. 403(B) Plan
Participants per plan322Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Southern Oregon Goodwill, Inc. 403(B) Plan$2.3M
    Plan #001 · 364 participants · 2023
  2. 2
    Southern Oregon Goodwill Industries Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 280 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Oregon Goodwill Industries Inc. Open one for its full reported snapshot.

  1. 2023
    Southern Oregon Goodwill, Inc. 403(B) Plan364 participants · 2Sch H
    View filing →
  2. 2023
    Southern Oregon Goodwill Industries Employee Benefits Plan280 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Oregon Goodwill Industries Inc report on Form 5500?
Southern Oregon Goodwill Industries Inc (EIN 93-0564141) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Oregon Goodwill Industries Inc?
The Employer Identification Number (EIN) reported for Southern Oregon Goodwill Industries Inc is 93-0564141.
What is the latest Form 5500 filing year for Southern Oregon Goodwill Industries Inc?
The latest loaded Form 5500 filing year for Southern Oregon Goodwill Industries Inc is 2023.

Related Form 5500 pages