2023 Form 5500 filing — Opportunity Foundation Of Central Oregon 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 20241015141720NAL0016598691001) for Opportunity Foundation Of Central Oregon Retirement Plan, reported by Opportunity Foundation Of Central Oregon under EIN 93-0576732 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141720NAL0016598691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opportunity Foundation Of Central Oregon
- EIN
- 93-0576732
- Plan number
- 001
- Location
- Redmond, OR
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,602,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,602,854
- Employer contributions
- $107,304
- Participant contributions
- $173,705
- Total income / additions
- $635,005
- Benefits paid
- $265,376
- Administrative expenses
- $16,516
- Total expenses
- $281,892
- Net increase / (decrease)
- $353,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones & Co | FINANCIAL ADVISOR | $9,526 | not reported in the loaded dataset |
| Independent Retirement Consulting | THIRD PARTY ADMINISTRATO | $1,425 | $1,174 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $900 | $0 |