2023 Form 5500 filing — Oregon Tool 401(K) Retirement Profit Sharing Plus 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 20241009104915NAL0019041057001) for Oregon Tool 401(K) Retirement Profit Sharing Plus Plan, reported by Oregon Tool, Inc. under EIN 63-0593908 and plan number 006. It reports 2,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104915NAL0019041057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Tool, Inc.
- EIN
- 63-0593908
- Plan number
- 006
- Location
- Portland, OR
- Participants
- 2,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,342,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,342,450
- Employer contributions
- $3,389,623
- Participant contributions
- $6,640,818
- Total income / additions
- $61,622,306
- Benefits paid
- $45,623,564
- Administrative expenses
- $65,960
- Total expenses
- $45,713,965
- Net increase / (decrease)
- $15,908,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $91,252 | not reported in the loaded dataset |
| Robert W Baird Inc | CONSULTANT | $65,250 | not reported in the loaded dataset |
| Kbf Cpas Llp | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$108,542 | $0 |