2023 Form 5500 filing — S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240506163003NAL0041550258001) for S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan, reported by S&B Senior Advisors Oregon Corp. under EIN 92-3043831 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240506163003NAL0041550258001
Filing year
2023
Form type
2
Plan sponsor
S&B Senior Advisors Oregon Corp.
EIN
92-3043831
Plan number
001
Location
Sandy, OR
Participants
10
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$6,101,263
Benefits paid
$6,639,072
Administrative expenses
$0
Total expenses
$6,639,072
Net increase / (decrease)
-$537,809
Schedule source
Schedule I

Related Form 5500 pages