Oregon Beverage Recycling Coop 401k Plan — Form 5500 plan (Oregon Beverage Recycling Cooperative)
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, Oregon Beverage Recycling Coop 401k Plan is a benefit plan reported by Oregon Beverage Recycling Cooperative under EIN 93-0961383 and plan number 001. The latest loaded filing year is 2023. The filing reports 546 participants and $14,378,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Beverage Recycling Cooperative
- EIN
- 93-0961383
- Plan number
- 001
- Plan type
- 2
- Location
- Clackamas, OR
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $14,378,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20241010105029NAL0035495616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,378,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,378,988
- Net assets (BOY)
- $11,086,546
Income & contributions
- Employer contributions
- $498,787
- Participant contributions
- $800,386
- Total contributions
- $2,013,341
- Total income / additions
- $4,151,958
Expenses & distributions
- Benefits paid
- $857,596
- Administrative expenses
- $1,920
- Total expenses
- $859,516
- Net increase / (decrease)
- $3,292,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,920 | $0 | 2023 |