Baker City, OR Form 5500 retirement and benefit plan filings
City Form 5500 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, Baker City, OR has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,197,603 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,197,603
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $13,197,603
Contributions & income
- Employer contributions
- $520,606
- Participant contributions
- $204,523
- Total income / additions
- $2,037,439
Expenses & distributions
- Benefits paid / distributions
- $347,604
- Total expenses
- $391,281
- Net increase / (decrease)
- $1,646,158
Coverage
- Total reported participants
- 396
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Baker City, OR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Guyer, Lindley, Bailey & Martin Cpa Pc Profit Sharing Plan | Guyer, Lindley, Bailey & Martin Cpa Pc | $8,403,018 | 2023 |
| New Directions Northwest, Inc. 403b Profit Sharing Plan | New Directions Northwest, Inc. | $4,244,545 | 2023 |
| Bridge Creek Enterprises Investment Plan | Bridge Creek Enterprises Inc | $550,040 | 2023 |
Largest plans in Baker City → · Baker City plans by participants → · Baker City plans with financial data → · Baker City plans with provider compensation → · $1B+ plans in Baker City →
Related Form 5500 pages
- All OR Form 5500 filings
- Guyer, Lindley, Bailey & Martin Cpa Pc Profit Sharing Plan (plan 001)
- Guyer, Lindley, Bailey & Martin Cpa Pc — all reported plans
- New Directions Northwest, Inc. 403b Profit Sharing Plan (plan 001)
- New Directions Northwest, Inc. — all reported plans
- Bridge Creek Enterprises Investment Plan (plan 001)
- Bridge Creek Enterprises Inc — all reported plans
- Methodology
- Data sources