Pendleton Round Up Association Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Pendleton Round Up Association Inc 401k Profit Sharing Plan & Trust)
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, Pendleton Round Up Association Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Pendleton Round Up Association Inc 401k Profit Sharing Plan & Trust under EIN 93-0269331 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $432,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pendleton Round Up Association Inc 401k Profit Sharing Plan & Trust
- EIN
- 93-0269331
- Plan number
- 001
- Plan type
- 2
- Location
- Pendleton, OR
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $432,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240327104428NAL0001135875001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $432,510
- Net assets (EOY)
- $432,510
- Net assets (BOY)
- $337,732
Income & contributions
- Employer contributions
- $38,821
- Participant contributions
- $40,451
- Total income / additions
- $153,547
Expenses & distributions
- Benefits paid
- $58,679
- Total expenses
- $58,769
- Net increase / (decrease)
- $94,778
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.