2023 Form 5500 filing — Orenco Systems, Inc. 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 20250627151939NAL0009869697001) for Orenco Systems, Inc. Retirement Plan, reported by Orenco Systems, Inc. under EIN 93-0781063 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627151939NAL0009869697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orenco Systems, Inc.
- EIN
- 93-0781063
- Plan number
- 001
- Location
- Sutherlin, OR
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,268,799
- Total liabilities (EOY)
- $144
- Net assets (EOY)
- $39,268,655
- Employer contributions
- $547,554
- Participant contributions
- $1,229,927
- Total income / additions
- $8,262,423
- Benefits paid
- $2,315,153
- Administrative expenses
- $111,932
- Total expenses
- $2,427,261
- Net increase / (decrease)
- $5,835,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,662 | $0 |
| Zuna, LLC | INVESTMENT ADVISORY | $54,311 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | OTHER SERVICES | $0 | $21,754 |