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, Options For Southern Oregon, Inc. 403(B) Plan is a benefit plan reported by Options For Southern Oregon, Inc. under EIN 93-0804385 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $24,061,026 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,061,026
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $24,060,942
- Net assets (BOY)
- $20,733,202
Income & contributions
- Employer contributions
- $1,326,221
- Participant contributions
- $1,894,410
- Total contributions
- $3,403,043
- Total income / additions
- $6,054,020
Expenses & distributions
- Benefits paid
- $2,658,575
- Administrative expenses
- $58,027
- Total expenses
- $2,726,280
- Net increase / (decrease)
- $3,327,740