2023 Form 5500 filing — Willamette Family, Inc. 403b 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 20241230162954NAL0016304193001) for Willamette Family, Inc. 403b Retirement Plan, reported by Willamette Family, Inc. under EIN 93-0569684 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230162954NAL0016304193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette Family, Inc.
- EIN
- 93-0569684
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,384,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,384,272
- Employer contributions
- $131,052
- Participant contributions
- $198,634
- Total income / additions
- $587,665
- Benefits paid
- $73,307
- Administrative expenses
- $5,488
- Total expenses
- $101,352
- Net increase / (decrease)
- $486,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $12,882 | $0 |
| Nationwide | INVESTMENT COMPANY | $0 | $8,170 |
| Lion Street Financial, LLC | FINANCIAL ADVISOR | $3,960 | $0 |
| Ppa/Tpa | TPA | $3,435 | not reported in the loaded dataset |
| Ppa/Tpa | TPA | $0 | $1,740 |