2023 Form 5500 filing — Portland Art Museum 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712172342NAL0020372865001) for Portland Art Museum 401(K) Retirement Plan, reported by Portland Art Museum under EIN 93-0391604 and plan number 003. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,052,738
Participants139
Provider compensation$19.3K2 Schedule C row(s)$19,286
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712172342NAL0020372865001
Plan sponsor
Portland Art Museum
EIN
93-0391604
Plan number
003
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$699.3K
Benefits paid / distributions$680.1K
Contributions
Employer$246K
Participant$552.9K
Full reported line items
Total assets (EOY)
$8,052,738
Total liabilities (EOY)
$0
Net assets (EOY)
$8,052,738
Employer contributions
$246,018
Participant contributions
$552,911
Total income / additions
$2,057,245
Benefits paid
$680,067
Administrative expenses
$19,265
Total expenses
$699,332
Net increase / (decrease)
$1,357,913
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $13.7K
  2. 2
    NONE · Direct $5.6K · Indirect $21

Related Form 5500 pages