2023 Form 5500 filing — Masonic Grand Lodge Of Oregon 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 20241014164712NAL0027897905001) for Masonic Grand Lodge Of Oregon 401(K) Retirement Plan, reported by The Grand Lodge Of Af & Am Of Oregon under EIN 93-0177555 and plan number 002. It reports 125 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)$2.9MReported net assets$2,948,456
Participants125
Provider compensation$32.1K2 Schedule C row(s)$32,068
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014164712NAL0027897905001
- Plan sponsor
- The Grand Lodge Of Af & Am Of Oregon
- EIN
- 93-0177555
- Plan number
- 002
- Location
- Forest Grove, 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,948,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,948,456
- Employer contributions
- $115,324
- Participant contributions
- $195,196
- Total income / additions
- $747,606
- Benefits paid
- $494,695
- Administrative expenses
- $14,002
- Total expenses
- $509,458
- Net increase / (decrease)
- $238,148
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $29,161 | not reported in the loaded dataset |
| Raymond James Financial Services | NONE | $2,907 | not reported in the loaded dataset |