2023 Form 5500 filing — Options For Southern Oregon, 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 20250407155934NAL0009424819001) for Options For Southern Oregon, Inc. 403(B) Plan, reported by Options For Southern Oregon, Inc. under EIN 93-0804385 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407155934NAL0009424819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Options For Southern Oregon, Inc.
- EIN
- 93-0804385
- Plan number
- 001
- Location
- Grant Pass, OR
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,061,026
- Total liabilities (EOY)
- $84
- Net assets (EOY)
- $24,060,942
- Employer contributions
- $1,326,221
- Participant contributions
- $1,894,410
- Total income / additions
- $6,054,020
- Benefits paid
- $2,658,575
- Administrative expenses
- $58,027
- Total expenses
- $2,726,280
- Net increase / (decrease)
- $3,327,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co | RECORDKEEPER | $58,027 | $0 |