French International School Of Oregon 403(B) Plan — Form 5500 plan (French International School 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, French International School Of Oregon 403(B) Plan is a benefit plan reported by French International School Of Oregon under EIN 93-0738797 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $8,644,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- French International School Of Oregon
- EIN
- 93-0738797
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $8,644,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015174909NAL0016992371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,644,851
- Total liabilities (EOY)
- $256
- Net assets (EOY)
- $8,644,595
- Net assets (BOY)
- $7,728,085
Income & contributions
- Employer contributions
- $280,377
- Participant contributions
- $498,652
- Total contributions
- $779,029
- Total income / additions
- $1,897,704
Expenses & distributions
- Benefits paid
- $938,587
- Administrative expenses
- $42,607
- Total expenses
- $981,194
- Net increase / (decrease)
- $916,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Investing | ADVISOR | $20,070 | not reported in the loaded dataset | 2023 |
| The Retirement Plan Company, LLC | NONE | $17,997 | $1,328 | 2023 |
| Charles Schwab Bank | TPA FEES | $4,540 | $168 | 2023 |