Oregon Tool 401(K) Retirement Profit Sharing Plus Plan — Form 5500 plan (Oregon Tool, 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 Tool 401(K) Retirement Profit Sharing Plus Plan is a benefit plan reported by Oregon Tool, Inc. under EIN 63-0593908 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,355 participants and $270,342,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Tool, Inc.
- EIN
- 63-0593908
- Plan number
- 006
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,355
- End-of-year plan assets
- $270,342,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,355 | H, C | 20241009104915NAL0019041057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $270,342,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,342,450
- Net assets (BOY)
- $254,434,109
Income & contributions
- Employer contributions
- $3,389,623
- Participant contributions
- $6,640,818
- Total contributions
- $10,759,112
- Total income / additions
- $61,622,306
Expenses & distributions
- Benefits paid
- $45,623,564
- Administrative expenses
- $65,960
- Total expenses
- $45,713,965
- Net increase / (decrease)
- $15,908,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $91,252 | not reported in the loaded dataset | 2023 |
| Robert W Baird Inc | CONSULTANT | $65,250 | not reported in the loaded dataset | 2023 |
| Kbf Cpas Llp | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$108,542 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Tool, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Strategic Advisors, Inc. — Schedule C compensation
- Robert W Baird Inc — Schedule C compensation
- Kbf Cpas Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation