Plan5500

Southern Oregon Aspire Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southern Oregon Aspire Inc (EIN 93-0654596) is a plan sponsor located in Grants Pass, OR with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0654596
Location
Grants Pass, OR
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Oregon Aspire Inc

  • 3 loaded plans hold $1.9M in reported assets.
  • The largest, Southern Oregon Aspire Inc 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 392 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,904,494
Total reported assets$1.9M$1,904,724
Total reported participants392
Total reported liabilities$230

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$230
Contributions & income
Employer contributions$101.5K
Participant contributions$193K
Total income / additions$567.8K
Expenses & distributions
Benefits paid / distributions$207.7K
Total expenses$218.8K
Net increase / (decrease)$349K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern Oregon Aspire Inc 403(B) Plan
Participants per plan131Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southern Oregon Aspire Inc 403(B) Plan$1.9M
    Plan #001 · 211 participants · 2023
  2. 2
    Southern Oregon Aspire Life And Ad&D Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
  3. 3
    Southern Oregon Aspire Health Plannot reported in the loaded dataset
    Plan #501 · 81 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Oregon Aspire Inc. Open one for its full reported snapshot.

  1. 2023
    Southern Oregon Aspire Life And Ad&D Plan100 participants · 2No schedules
    View filing →
  2. 2023
    Southern Oregon Aspire Health Plan81 participants · 2No schedules
    View filing →
  3. 2023
    Southern Oregon Aspire Inc 403(B) Plan211 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Oregon Aspire Inc report on Form 5500?
Southern Oregon Aspire Inc (EIN 93-0654596) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Oregon Aspire Inc?
The Employer Identification Number (EIN) reported for Southern Oregon Aspire Inc is 93-0654596.
What is the latest Form 5500 filing year for Southern Oregon Aspire Inc?
The latest loaded Form 5500 filing year for Southern Oregon Aspire Inc is 2023.

Related Form 5500 pages