2023 Form 5500 filing — Oregon Shakespeare Festival Association Matching Retirement Plan & Trust
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 20240912102829NAL0016878594001) for Oregon Shakespeare Festival Association Matching Retirement Plan & Trust, reported by Oregon Shakespeare Festival Association under EIN 93-0407022 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240912102829NAL0016878594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Shakespeare Festival Association
- EIN
- 93-0407022
- Plan number
- 001
- Location
- Ashland, OR
- Participants
- 270
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,699,845
- Total liabilities (EOY)
- $22,723
- Net assets (EOY)
- $1,677,122
- Total income / additions
- $481,342
- Benefits paid
- $3,503,686
- Administrative expenses
- $4,640
- Total expenses
- $3,508,326
- Net increase / (decrease)
- -$3,026,984
- Schedule source
- Schedule H