2023 Form 5500 filing — Energy Trust Of Oregon, Inc. Retirement Savings 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 20240802131240NAL0014232275001) for Energy Trust Of Oregon, Inc. Retirement Savings Plan, reported by Energy Trust Of Oregon, Inc. under EIN 93-1313663 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802131240NAL0014232275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Trust Of Oregon, Inc.
- EIN
- 93-1313663
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,265,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,265,381
- Employer contributions
- $919,803
- Participant contributions
- $1,558,262
- Total income / additions
- $6,089,819
- Benefits paid
- $1,462,954
- Administrative expenses
- $2,083
- Total expenses
- $1,465,037
- Net increase / (decrease)
- $4,624,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cable Hill Partners | INVESTMENT ADVISORY | $0 | $46,299 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,083 | $0 |