Turner, 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, Turner, OR has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,861,155 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,861,155
- Total reported liabilities (EOY)
- $247
- Total reported net assets (EOY)
- $3,860,908
Contributions & income
- Employer contributions
- $186,636
- Participant contributions
- $354,057
- Total income / additions
- $1,120,550
Expenses & distributions
- Benefits paid / distributions
- $913,430
- Total expenses
- $928,507
- Net increase / (decrease)
- $192,043
Coverage
- Total reported participants
- 630
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Turner, 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 |
|---|---|---|---|
| Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust | Willamette Valley Vineyards Inc. | $3,861,155 | 2023 |
| Willamette Valley Vineyards Health And Welfare Plan | Willamette Valley Vineyards | not reported in the loaded dataset | 2023 |
| Turner Lumber Inc Welfare Benefit Plan | Turner Lumber Inc | not reported in the loaded dataset | 2023 |
Largest plans in Turner → · Turner plans by participants → · Turner plans with financial data → · Turner plans with provider compensation → · $1B+ plans in Turner →
Related Form 5500 pages
- All OR Form 5500 filings
- Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Willamette Valley Vineyards Inc. — all reported plans
- Willamette Valley Vineyards Health And Welfare Plan (plan 501)
- Turner Lumber Inc Welfare Benefit Plan (plan 501)
- Turner Lumber Inc — all reported plans
- Methodology
- Data sources