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, Willamette Family, Inc. 403b Retirement Plan is a benefit plan reported by Willamette Family, Inc. under EIN 93-0569684 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $2,384,272 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,384,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,384,272
- Net assets (BOY)
- $1,897,959
Income & contributions
- Employer contributions
- $131,052
- Participant contributions
- $198,634
- Total contributions
- $331,862
- Total income / additions
- $587,665
Expenses & distributions
- Benefits paid
- $73,307
- Administrative expenses
- $5,488
- Total expenses
- $101,352
- Net increase / (decrease)
- $486,313