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, Energy Trust Of Oregon, Inc. Retirement Savings Plan is a benefit plan reported by Energy Trust Of Oregon, Inc. under EIN 93-1313663 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $24,265,381 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,265,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,265,381
- Net assets (BOY)
- $19,640,599
Income & contributions
- Employer contributions
- $919,803
- Participant contributions
- $1,558,262
- Total contributions
- $2,893,477
- Total income / additions
- $6,089,819
Expenses & distributions
- Benefits paid
- $1,462,954
- Administrative expenses
- $2,083
- Total expenses
- $1,465,037
- Net increase / (decrease)
- $4,624,782