2023 Form 5500 filing — Poic 403b 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 20241014184606NAL0045681840001) for Poic 403b Plan, reported by Portland Opportunities Industrialization Center Inc. under EIN 93-0593858 and plan number 002. It reports 287 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)$3.5MReported net assets$3,485,379
Participants287
Provider compensation$29.4K1 Schedule C row(s)$29,369
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014184606NAL0045681840001
Plan sponsor
Portland Opportunities Industrialization Center Inc.
EIN
93-0593858
Plan number
002
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$785.9K
Total expenses$378.2K
Benefits paid / distributions$373.4K
Contributions
Employer$42.8K
Participant$240.4K
Full reported line items
Total assets (EOY)
$3,485,379
Total liabilities (EOY)
$0
Net assets (EOY)
$3,485,379
Employer contributions
$42,839
Participant contributions
$240,448
Total income / additions
$785,886
Benefits paid
$373,372
Administrative expenses
$4,791
Total expenses
$378,163
Net increase / (decrease)
$407,723
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $3.9K · Indirect $25.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014184606NAL0045681840001 cover?
It is the 2023 Form 5500 filing for Poic 403b Plan, reported by Portland Opportunities Industrialization Center Inc. (EIN 93-0593858).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages