2023 Form 5500 filing — Legal Aid Services Of Oregon Retirement Profit Sharing Plaan
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 20241002175910NAL0015077440001) for Legal Aid Services Of Oregon Retirement Profit Sharing Plaan, reported by Legal Aid Services Of Oregon under EIN 93-0635480 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002175910NAL0015077440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Aid Services Of Oregon
- EIN
- 93-0635480
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,087,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,087,063
- Employer contributions
- $425,162
- Participant contributions
- $571,654
- Total income / additions
- $2,983,161
- Benefits paid
- $2,040,897
- Administrative expenses
- $23,143
- Total expenses
- $2,070,968
- Net increase / (decrease)
- $912,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,643 | $0 |
| Hyas Group | NONE | $7,500 | not reported in the loaded dataset |