2023 Form 5500 filing — The Hallstrom Retirement Program
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 20241009111227NAL0032497776001) for The Hallstrom Retirement Program, reported by Zip-O-Log Mills, Inc. under EIN 93-0492525 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111227NAL0032497776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zip-O-Log Mills, Inc.
- EIN
- 93-0492525
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,266,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,266,296
- Employer contributions
- $2,762,985
- Participant contributions
- $990,202
- Total income / additions
- $6,690,339
- Benefits paid
- $2,068,011
- Administrative expenses
- $26,348
- Total expenses
- $2,094,359
- Net increase / (decrease)
- $4,595,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $57,137 | not reported in the loaded dataset |
| B Val Cpas & Advisors, Llp | NONE | $15,000 | not reported in the loaded dataset |