Plan5500

Head Start Of Lane County 403b Tax Deferred Annuity Plan — Form 5500 plan (Head Start Of Lane County)

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, Head Start Of Lane County 403b Tax Deferred Annuity Plan is a benefit plan reported by Head Start Of Lane County under EIN 93-0728229 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $12,935,339 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.9MPlan net assets, end of year$12,935,339
Participants366Covered participants reported
Assets / participant$35.3KComputed: assets ÷ participants$35,342 (computed)
Provider compensation$65K2 Schedule C provider row(s)$65,029
Plan sponsor
Head Start Of Lane County
EIN
93-0728229
Plan number
001
Plan type
2
Location
Springfield, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    366 participants · 2Sch HSch C
    View filing →
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)$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

Net assets

Total assets (EOY)
$12,935,339
Total liabilities (EOY)
$0
Net assets (EOY)
$12,935,339
Net assets (BOY)
$11,149,695

Income & contributions

Employer contributions
$750,325
Participant contributions
$527,902
Total contributions
$1,278,227
Total income / additions
$2,746,651

Expenses & distributions

Benefits paid
$924,715
Administrative expenses
$36,292
Total expenses
$961,007
Net increase / (decrease)
$1,785,644
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.

Contribution share (employer vs. participant)
Employer 59%Participant 41%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advsrs Ins Agy$33.3K
    NONE · Direct $33.3K
  2. 2
    American United Life Insurance Co$31.7K
    NONE · Direct $4.2K · Indirect $27.5K

What to inspect next

Frequently asked questions

Who sponsors the Head Start Of Lane County 403b Tax Deferred Annuity Plan?
Head Start Of Lane County 403b Tax Deferred Annuity Plan is reported as sponsored by Head Start Of Lane County (EIN 93-0728229, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Head Start Of Lane County 403b Tax Deferred Annuity Plan?
The latest Form 5500 filing year loaded for Head Start Of Lane County 403b Tax Deferred Annuity Plan is 2023.
How many participants does Head Start Of Lane County 403b Tax Deferred Annuity Plan report?
Head Start Of Lane County 403b Tax Deferred Annuity Plan reports 366 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Head Start Of Lane County 403b Tax Deferred Annuity Plan?
Head Start Of Lane County 403b Tax Deferred Annuity Plan reports $12,935,339 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages