2023 Form 5500 filing — French International School Of Oregon 403(B) 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 20241015174909NAL0016992371001) for French International School Of Oregon 403(B) Plan, reported by French International School Of Oregon under EIN 93-0738797 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174909NAL0016992371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- French International School Of Oregon
- EIN
- 93-0738797
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,644,851
- Total liabilities (EOY)
- $256
- Net assets (EOY)
- $8,644,595
- Employer contributions
- $280,377
- Participant contributions
- $498,652
- Total income / additions
- $1,897,704
- Benefits paid
- $938,587
- Administrative expenses
- $42,607
- Total expenses
- $981,194
- Net increase / (decrease)
- $916,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Investing | ADVISOR | $20,070 | not reported in the loaded dataset |
| The Retirement Plan Company, LLC | NONE | $17,997 | $1,328 |
| Charles Schwab Bank | TPA FEES | $4,540 | $168 |