2023 Form 5500 filing — Umatilla-Morrow Head Start, Inc. 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 20241014150839NAL0045024912001) for Umatilla-Morrow Head Start, Inc. 403(B) Plan, reported by Umatilla-Morrow Head Start, Inc. under EIN 93-0937286 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150839NAL0045024912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umatilla-Morrow Head Start, Inc.
- EIN
- 93-0937286
- Plan number
- 002
- Location
- Hermiston, OR
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,119,155
- Total liabilities (EOY)
- $1,718
- Net assets (EOY)
- $6,117,437
- Employer contributions
- $485,308
- Participant contributions
- $239,112
- Total income / additions
- $1,441,638
- Benefits paid
- $758,026
- Administrative expenses
- $28,868
- Total expenses
- $786,894
- Net increase / (decrease)
- $654,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Plan Specialists, Pc | TPA | $39,604 | not reported in the loaded dataset |
| Petersen Cpas And Advisors Pllc | AUDITOR | $23,768 | not reported in the loaded dataset |
| Securities America, Inc. | INVESTMENT ADVISOR | $22,690 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,505 | $0 |