Northwest Human Services 403(B) Plan — Form 5500 plan (Northwest Human Services)
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, Northwest Human Services 403(B) Plan is a benefit plan reported by Northwest Human Services under EIN 93-0605570 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $17,059,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Human Services
- EIN
- 93-0605570
- Plan number
- 002
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $17,059,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240828110601NAL0012062993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,059,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,059,364
- Net assets (BOY)
- $13,661,380
Income & contributions
- Employer contributions
- $423,808
- Participant contributions
- $890,268
- Total contributions
- $1,463,699
- Total income / additions
- $3,740,746
Expenses & distributions
- Benefits paid
- $333,666
- Administrative expenses
- $9,096
- Total expenses
- $342,762
- Net increase / (decrease)
- $3,397,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $8,671 | $24,635 | 2023 |
| Charles Schwab Bank | NONE | $425 | $6,171 | 2023 |