S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan — Form 5500 plan (S&B Senior Advisors Oregon Corp.)
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, S&B Senior Advisors Oregon Corp. 401(K) Profit Sharing Plan is a benefit plan reported by S&B Senior Advisors Oregon Corp. under EIN 92-3043831 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&B Senior Advisors Oregon Corp.
- EIN
- 92-3043831
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, OR
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240506163003NAL0041550258001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $537,809
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $6,101,263
Expenses & distributions
- Benefits paid
- $6,639,072
- Administrative expenses
- $0
- Total expenses
- $6,639,072
- Net increase / (decrease)
- -$537,809
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.