Opportunity Foundation Of Central Oregon Retirement Plan — Form 5500 plan (Opportunity Foundation Of Central 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, Opportunity Foundation Of Central Oregon Retirement Plan is a benefit plan reported by Opportunity Foundation Of Central Oregon under EIN 93-0576732 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $2,602,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunity Foundation Of Central Oregon
- EIN
- 93-0576732
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, OR
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $2,602,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241015141720NAL0016598691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,602,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,602,854
- Net assets (BOY)
- $2,249,741
Income & contributions
- Employer contributions
- $107,304
- Participant contributions
- $173,705
- Total contributions
- $295,123
- Total income / additions
- $635,005
Expenses & distributions
- Benefits paid
- $265,376
- Administrative expenses
- $16,516
- Total expenses
- $281,892
- Net increase / (decrease)
- $353,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones & Co | FINANCIAL ADVISOR | $9,526 | not reported in the loaded dataset | 2023 |
| Independent Retirement Consulting | THIRD PARTY ADMINISTRATO | $1,425 | $1,174 | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opportunity Foundation Of Central Oregon
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Redmond, OR
- Edward Jones & Co — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation