Oregon Shakespeare Festival Association Matching Retirement Plan & Trust — Form 5500 plan (Oregon Shakespeare Festival Association)
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 Shakespeare Festival Association Matching Retirement Plan & Trust is a benefit plan reported by Oregon Shakespeare Festival Association under EIN 93-0407022 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $1,699,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Shakespeare Festival Association
- EIN
- 93-0407022
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $1,699,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H | 20240912102829NAL0016878594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,699,845
- Total liabilities (EOY)
- $22,723
- Net assets (EOY)
- $1,677,122
- Net assets (BOY)
- $4,704,106
Income & contributions
- Total contributions
- $1,057
- Total income / additions
- $481,342
Expenses & distributions
- Benefits paid
- $3,503,686
- Administrative expenses
- $4,640
- Total expenses
- $3,508,326
- Net increase / (decrease)
- -$3,026,984
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.