2023 Form 5500 filing — Southern Oregon Head Start 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 20250828114450NAL0010316721001) for Southern Oregon Head Start Retirement Plan, reported by Southern Oregon Child And Family Council, Inc. under EIN 93-0564896 and plan number 001. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250828114450NAL0010316721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Oregon Child And Family Council, Inc.
- EIN
- 93-0564896
- Plan number
- 001
- Location
- Central Point, OR
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,475,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,475,229
- Employer contributions
- $700,154
- Participant contributions
- $655,116
- Total income / additions
- $3,788,226
- Benefits paid
- $1,229,535
- Administrative expenses
- $9,387
- Total expenses
- $1,238,922
- Net increase / (decrease)
- $2,549,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $9,387 | $0 |