Redmond, 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, Redmond, OR has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $57,678,360 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,678,360
Total reported liabilities (EOY)
$33,848
Total reported net assets (EOY)
$57,644,512

Contributions & income

Employer contributions
$2,360,527
Participant contributions
$3,471,352
Total income / additions
$13,595,502

Expenses & distributions

Benefits paid / distributions
$9,488,902
Total expenses
$9,646,074
Net increase / (decrease)
$3,949,428

Coverage

Total reported participants
2,946
Plans with financial statements
15
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Redmond, 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

Largest loaded plans in Redmond, OR
PlanSponsorReported assets (EOY)Year
Hayden Homes 401(K) Profit Sharing PlanHayden Homes, LLC$30,733,5522023
403(B) Thrift Plan Of NeighborimpactNeighborimpact$5,850,9962023
Bestcare Treatment Services, Inc. 403(B) PlanBestcare Treatment Services, Inc.$4,898,5712023
Wexco Incorporated Employee Stock Ownership PlanWexco Incorporated$4,330,2722023
Patrick Environmental, Inc. Dba Patrick Corporation 401 (K)Patrick Environmental, Inc.$3,197,0352023
Scot E Burgess Dmd Pc 401(K) PlanScot E Burgess Dmd Pc$3,173,0892023
Opportunity Foundation Of Central Oregon Retirement PlanOpportunity Foundation Of Central Oregon$2,602,8542023
Qchange Software Solution, Inc. Retirement PlanQchange Software Solution, Inc.$920,1122023
Luckenbill-Drayton & Associates, LLC Profit Sharing PlanLuckenbill-Drayton & Associates, LLC$723,1232023
Max W. Higbee Dmd Pc 401(K) Profit Sharing PlanMax W. Higbee Dmd Pc$518,2682023
Select Auto Sales, Inc. Retirement PlanSelect Auto Sales, Inc.$398,0152023
Scott Seros Enterprises Inc. 401(K) PlanScott Seros Enterprises Inc.$233,1602023
Fjolskylda, Inc. 401(K) Profit Sharing PlanFjolskylda, Inc.$95,6592023
Flippin Life Inc. 401(K) PlanFlippin Life Inc.$3,6542023
Northern Arizona Industries Inc Profit Sharing PlanNorthern Arizona Industries Inc$02023
Neighborimpact Employee Welfare Benefits PlanNeighborimpactnot reported in the loaded dataset2023
Basx Solutions Health And Welfare PlanBasx Incnot reported in the loaded dataset2023
Hayden Homes, LLC Employees Welfare Benefit PlanHayden Homes LLCnot reported in the loaded dataset2023
Best Care Treatment Services Health And Welfare Wrap PlanBest Care Treatment Servicesnot reported in the loaded dataset2023
Opportunity Foundation Of Central Oregon Health & Welfare Benefit PlanOpportunity Foundation Of Central Oregonnot reported in the loaded dataset2023

Related Form 5500 pages