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, Southern Oregon Head Start Retirement Plan is a benefit plan reported by Southern Oregon Child And Family Council, Inc. under EIN 93-0564896 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $12,475,229 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,475,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,475,229
- Net assets (BOY)
- $9,925,925
Income & contributions
- Employer contributions
- $700,154
- Participant contributions
- $655,116
- Total contributions
- $1,509,801
- Total income / additions
- $3,788,226
Expenses & distributions
- Benefits paid
- $1,229,535
- Administrative expenses
- $9,387
- Total expenses
- $1,238,922
- Net increase / (decrease)
- $2,549,304