Opportunity Foundation Of Central Oregon — 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, Opportunity Foundation Of Central Oregon (EIN 93-0576732) is a plan sponsor located in Redmond, 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
93-0576732
Location
Redmond, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,602,854
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,602,854

Contributions & income

Employer contributions
$107,304
Participant contributions
$173,705
Total income / additions
$635,005

Expenses & distributions

Benefits paid / distributions
$265,376
Total expenses
$281,892
Net increase / (decrease)
$353,113

Coverage

Total reported participants
365
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Opportunity Foundation Of Central Oregon plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Opportunity Foundation Of Central Oregon Retirement Plan001232$2,602,8542023
Opportunity Foundation Of Central Oregon Health & Welfare Benefit Plan501133not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Opportunity Foundation Of Central Oregon
YearPlanParticipantsSchedulesFiling
2023Opportunity Foundation Of Central Oregon Retirement Plan232H, C20241015141720NAL0016598691001
2023Opportunity Foundation Of Central Oregon Health & Welfare Benefit Plan13320250128071233NAL0014131505001

Related Form 5500 pages