Masonic Grand Lodge Of Oregon 401(K) Retirement Plan — Form 5500 plan (The Grand Lodge Of Af & Am Of Oregon)
Plain-English plan 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, Masonic Grand Lodge Of Oregon 401(K) Retirement Plan is a benefit plan reported by The Grand Lodge Of Af & Am Of Oregon under EIN 93-0177555 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $2,948,456 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.9MPlan net assets, end of year$2,948,456
Participants125Covered participants reported
Assets / participant$23.6KComputed: assets ÷ participants$23,588 (computed)
Provider compensation$32.1K2 Schedule C provider row(s)$32,068
- Plan sponsor
- The Grand Lodge Of Af & Am Of Oregon
- EIN
- 93-0177555
- Plan number
- 002
- Plan type
- 2
- Location
- Forest Grove, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241014164712NAL0027897905001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,948,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,948,456
- Net assets (BOY)
- $2,710,308
Income & contributions
- Employer contributions
- $115,324
- Participant contributions
- $195,196
- Total contributions
- $310,520
- Total income / additions
- $747,606
Expenses & distributions
- Benefits paid
- $494,695
- Administrative expenses
- $14,002
- Total expenses
- $509,458
- Net increase / (decrease)
- $238,148
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $29,161 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | NONE | $2,907 | not reported in the loaded dataset | 2023 |