Plan5500

Kids Unlimited Of 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, Kids Unlimited Of Oregon (EIN 93-1329922) 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
93-1329922
Location
Medford, OR
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,367,279
Total reported assets$2.4M$2,367,279
Total reported participants330
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$220K
Participant contributions$335.1K
Total income / additions$820.6K
Expenses & distributions
Benefits paid / distributions$222.5K
Total expenses$252K
Net increase / (decrease)$568.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Kids Unlimited Of Oregon 401(K) Plan
Participants per plan165Average 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
    Kids Unlimited Of Oregon 401(K) Plan$2.4M
    Plan #001 · 200 participants · 2023
  2. 2
    Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 130 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kids Unlimited Of Oregon
YearPlanParticipantsSchedulesFiling
2023Health And Welfare Benefits Plan130—20240703175846NAL0004787939001
2023Kids Unlimited Of Oregon 401(K) Plan200H, C20250811100229NAL0020449714001

Related Form 5500 pages