Bank Of Eastern Oregon 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Bank Of Eastern Oregon)
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, Bank Of Eastern Oregon 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Bank Of Eastern Oregon under EIN 93-0326895 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $23,709,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Eastern Oregon
- EIN
- 93-0326895
- Plan number
- 001
- Plan type
- 2
- Location
- Heppner, OR
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $23,709,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241015105956NAL0029332225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,709,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,709,412
- Net assets (BOY)
- $21,526,176
Income & contributions
- Employer contributions
- $1,611,041
- Participant contributions
- $961,965
- Total contributions
- $2,690,682
- Total income / additions
- $5,567,678
Expenses & distributions
- Benefits paid
- $3,282,809
- Administrative expenses
- $101,633
- Total expenses
- $3,384,442
- Net increase / (decrease)
- $2,183,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Services | TPA | $53,385 | $0 | 2023 |
| Trutina Financial | NONE | $48,248 | not reported in the loaded dataset | 2023 |