Oregon Coast Bancshares, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Oregon Coast Bancshares, Inc.)

Plain-English plan 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, Oregon Coast Bancshares, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Oregon Coast Bancshares, Inc. under EIN 20-4244301 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $7,565,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon Coast Bancshares, Inc.
EIN
20-4244301
Plan number
001
Plan type
2
Location
Newport, OR
Latest filing year
2023
Participants
48
End-of-year plan assets
$7,565,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348I20240516193116NAL0087703058001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,565,133
Net assets (EOY)
$7,565,133
Net assets (BOY)
$7,543,919

Income & contributions

Employer contributions
$344,680
Participant contributions
$241,718
Total income / additions
$1,289,125

Expenses & distributions

Benefits paid
$1,242,865
Administrative expenses
$12,412
Total expenses
$1,267,911
Net increase / (decrease)
$21,214

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages