2023 Form 5500 filing — Northwest Human Services 403(B) 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 20240828110601NAL0012062993001) for Northwest Human Services 403(B) Plan, reported by Northwest Human Services under EIN 93-0605570 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.1MReported net assets$17,059,364
Participants312
Provider compensation$39.9K2 Schedule C row(s)$39,902
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828110601NAL0012062993001
- Plan sponsor
- Northwest Human Services
- EIN
- 93-0605570
- Plan number
- 002
- Location
- Salem, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,059,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,059,364
- Employer contributions
- $423,808
- Participant contributions
- $890,268
- Total income / additions
- $3,740,746
- Benefits paid
- $333,666
- Administrative expenses
- $9,096
- Total expenses
- $342,762
- Net increase / (decrease)
- $3,397,984
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $8,671 | $24,635 |
| Charles Schwab Bank | NONE | $425 | $6,171 |