2023 Form 5500 filing — Head Start Of Lane County 403b Tax Deferred Annuity 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 20250318140842NAL0002479555001) for Head Start Of Lane County 403b Tax Deferred Annuity Plan, reported by Head Start Of Lane County under EIN 93-0728229 and plan number 001. It reports 366 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)$12.9MReported net assets$12,935,339
Participants366
Provider compensation$65K2 Schedule C row(s)$65,029
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250318140842NAL0002479555001
Plan sponsor
Head Start Of Lane County
EIN
93-0728229
Plan number
001
Location
Springfield, 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)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$961K
Benefits paid / distributions$924.7K
Contributions
Employer$750.3K
Participant$527.9K
Full reported line items
Total assets (EOY)
$12,935,339
Total liabilities (EOY)
$0
Net assets (EOY)
$12,935,339
Employer contributions
$750,325
Participant contributions
$527,902
Total income / additions
$2,746,651
Benefits paid
$924,715
Administrative expenses
$36,292
Total expenses
$961,007
Net increase / (decrease)
$1,785,644
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $33.3K
  2. 2
    NONE · Direct $4.2K · Indirect $27.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250318140842NAL0002479555001 cover?
It is the 2023 Form 5500 filing for Head Start Of Lane County 403b Tax Deferred Annuity Plan, reported by Head Start Of Lane County (EIN 93-0728229).
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