2023 Form 5500 filing — Oregon Catholic Press 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 20240910191448NAL0003730691001) for Oregon Catholic Press 403(B) Plan, reported by Oregon Catholic Press under EIN 93-0391556 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910191448NAL0003730691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Catholic Press
- EIN
- 93-0391556
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,607,782
- Total liabilities (EOY)
- $29
- Net assets (EOY)
- $25,607,753
- Employer contributions
- $633,354
- Participant contributions
- $850,811
- Total income / additions
- $5,478,531
- Benefits paid
- $3,050,880
- Administrative expenses
- $54,539
- Total expenses
- $3,105,419
- Net increase / (decrease)
- $2,373,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deschutes Investment Consulting | INVESTMENT ADVISOR | $45,452 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $7,239 | $0 |