2023 Form 5500 filing — Bank Of Eastern Oregon 401(K) And Employee Stock Ownership 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 20241015105956NAL0029332225001) for Bank Of Eastern Oregon 401(K) And Employee Stock Ownership Plan, reported by Bank Of Eastern Oregon under EIN 93-0326895 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105956NAL0029332225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Eastern Oregon
- EIN
- 93-0326895
- Plan number
- 001
- Location
- Heppner, OR
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,709,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,709,412
- Employer contributions
- $1,611,041
- Participant contributions
- $961,965
- Total income / additions
- $5,567,678
- Benefits paid
- $3,282,809
- Administrative expenses
- $101,633
- Total expenses
- $3,384,442
- Net increase / (decrease)
- $2,183,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services | TPA | $53,385 | $0 |
| Trutina Financial | NONE | $48,248 | not reported in the loaded dataset |