Plan5500

Options Counseling Services Of Oregon, 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, Options Counseling Services Of Oregon, Inc. (EIN 94-3136426) is a plan sponsor located in Eugene, 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
94-3136426
Location
Eugene, 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 Options Counseling Services Of Oregon, Inc.

  • 2 loaded plans hold $9.7M in reported assets.
  • The largest, Options Counseling Services Of Oregon, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 447 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,730,157
Total reported assets$9.7M$9,730,157
Total reported participants447
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities$0
Contributions & income
Employer contributions$200.7K
Participant contributions$488.3K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$482.7K
Total expenses$551.6K
Net increase / (decrease)$1.5M

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%Options Counseling Services Of Oregon, Inc. 403(B) Plan
Participants per plan224Average 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
    Options Counseling Services Of Oregon, Inc. 403(B) Plan$9.7M
    Plan #001 · 278 participants · 2023
  2. 2
    Options Counseling Services Of Oregon, Inc.not reported in the loaded dataset
    Plan #501 · 169 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 Options Counseling Services Of Oregon, Inc.. Open one for its full reported snapshot.

  1. 2023
    Options Counseling Services Of Oregon, Inc.169 participants · 2No schedules
    View filing →
  2. 2023
    Options Counseling Services Of Oregon, Inc. 403(B) Plan278 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Options Counseling Services Of Oregon, Inc. report on Form 5500?
Options Counseling Services Of Oregon, Inc. (EIN 94-3136426) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Options Counseling Services Of Oregon, Inc.?
The Employer Identification Number (EIN) reported for Options Counseling Services Of Oregon, Inc. is 94-3136426.
What is the latest Form 5500 filing year for Options Counseling Services Of Oregon, Inc.?
The latest loaded Form 5500 filing year for Options Counseling Services Of Oregon, Inc. is 2023.

Related Form 5500 pages