Sandy, 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, Sandy, OR has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $12,339,231 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,339,231
- Total reported liabilities (EOY)
- $874
- Total reported net assets (EOY)
- $12,338,357
Contributions & income
- Employer contributions
- $533,901
- Participant contributions
- $941,150
- Total income / additions
- $9,737,972
Expenses & distributions
- Benefits paid / distributions
- $8,091,956
- Total expenses
- $8,205,595
- Net increase / (decrease)
- $1,532,377
Coverage
- Total reported participants
- 615
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sandy, 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 |
|---|---|---|---|
| Ever Fresh Fruit Company Inc. 401(K) Plan | Ever Fresh Fruit Company | $6,455,382 | 2023 |
| Rv Direct Dba Johnson Rv Sales 401(K) Plan | R.V. Direct, LLC Dba Johnson R.V. Sales | $5,392,821 | 2023 |
| Hoodland Ventures Investment Plan | Hoodland Ventures Inc | $302,810 | 2023 |
| Maslife Retirement Plan | Maslife Inc | $113,007 | 2023 |
| Dd Packaging Inc | D&D Packaging Inc | $75,211 | 2023 |
| S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan | S&B Senior Advisors Oregon Corp. | $0 | 2023 |
| Rv Direct, LLC | Rv Direct, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Sandy → · Sandy plans by participants → · Sandy plans with financial data → · Sandy plans with provider compensation → · $1B+ plans in Sandy →
Related Form 5500 pages
- All OR Form 5500 filings
- Ever Fresh Fruit Company Inc. 401(K) Plan (plan 001)
- Ever Fresh Fruit Company — all reported plans
- Rv Direct Dba Johnson Rv Sales 401(K) Plan (plan 001)
- R.V. Direct, LLC Dba Johnson R.V. Sales — all reported plans
- Hoodland Ventures Investment Plan (plan 575)
- Hoodland Ventures Inc — all reported plans
- Maslife Retirement Plan (plan 001)
- Maslife Inc — all reported plans
- Dd Packaging Inc (plan 001)
- D&D Packaging Inc — all reported plans
- S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan (plan 001)
- S&B Senior Advisors Oregon Corp. — all reported plans
- Rv Direct, LLC (plan 501)
- Methodology
- Data sources