2023 Form 5500 filing — Kids Unlimited Of Oregon 401(K) 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 20250811100229NAL0020449714001) for Kids Unlimited Of Oregon 401(K) Plan, reported by Kids Unlimited Of Oregon under EIN 93-1329922 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,367,279
Participants200
Provider compensation$26.2K2 Schedule C row(s)$26,209
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250811100229NAL0020449714001
- Plan sponsor
- Kids Unlimited Of Oregon
- EIN
- 93-1329922
- Plan number
- 001
- Location
- Medford, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,367,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,367,279
- Employer contributions
- $219,965
- Participant contributions
- $335,082
- Total income / additions
- $820,582
- Benefits paid
- $222,462
- Administrative expenses
- $26,209
- Total expenses
- $252,005
- Net increase / (decrease)
- $568,577
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cutler Investment Counsel, LLC | INVESTMENT MANAGER | $19,997 | not reported in the loaded dataset |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $6,212 | not reported in the loaded dataset |