2023 Form 5500 filing — Oregon Humane Society 401(K) 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 20241014202104NAL0013820675001) for Oregon Humane Society 401(K) Plan, reported by The Oregon Humane Society under EIN 93-0386880 and plan number 001. It reports 354 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)$16.3MReported net assets$16,301,383

Participants354

Provider compensation$39.5K2 Schedule C row(s)$39,527

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014202104NAL0013820675001
Plan sponsor: The Oregon Humane Society
EIN: 93-0386880
Plan number: 001
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)$16.3M total assets

Net assets$16.3MLiabilities$0

Money in vs. money out

Total income / additions$4.7M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$612.3K

Participant$1.3M

Full reported line items

Total assets (EOY): $16,301,383
Total liabilities (EOY): $0
Net assets (EOY): $16,301,383
Employer contributions: $612,337
Participant contributions: $1,253,152
Total income / additions: $4,726,819
Benefits paid: $2,103,602
Administrative expenses: $39,527
Total expenses: $2,143,129
Net increase / (decrease): $2,583,690

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$39.5K
CONTRACT ADMINISTRATOR · Direct $39.5K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014202104NAL0013820675001 cover?: It is the 2023 Form 5500 filing for Oregon Humane Society 401(K) Plan, reported by The Oregon Humane Society (EIN 93-0386880).
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).