Clackamas County Childrens Commission 403(B) Plan — Form 5500 plan (Clackamas County Childrens Commission)
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, Clackamas County Childrens Commission 403(B) Plan is a benefit plan reported by Clackamas County Childrens Commission under EIN 93-0624672 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $7,374,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clackamas County Childrens Commission
- EIN
- 93-0624672
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $7,374,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250616102954NAL0000414179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,374,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,374,425
- Net assets (BOY)
- $6,227,538
Income & contributions
- Employer contributions
- $429,601
- Participant contributions
- $222,851
- Total contributions
- $851,446
- Total income / additions
- $1,774,049
Expenses & distributions
- Benefits paid
- $624,089
- Administrative expenses
- $3,073
- Total expenses
- $627,162
- Net increase / (decrease)
- $1,146,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $3,073 | $0 | 2023 |