2023 Form 5500 filing — Northwest Human Services 403(B) 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 20240828110601NAL0012062993001) for Northwest Human Services 403(B) Plan, reported by Northwest Human Services under EIN 93-0605570 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828110601NAL0012062993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Human Services
- EIN
- 93-0605570
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,059,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,059,364
- Employer contributions
- $423,808
- Participant contributions
- $890,268
- Total income / additions
- $3,740,746
- Benefits paid
- $333,666
- Administrative expenses
- $9,096
- Total expenses
- $342,762
- Net increase / (decrease)
- $3,397,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $8,671 | $24,635 |
| Charles Schwab Bank | NONE | $425 | $6,171 |