Legal Aid Services Of Oregon Retirement Profit Sharing Plaan — Form 5500 plan (Legal Aid Services Of 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, Legal Aid Services Of Oregon Retirement Profit Sharing Plaan is a benefit plan reported by Legal Aid Services Of Oregon under EIN 93-0635480 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $13,087,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Aid Services Of Oregon
- EIN
- 93-0635480
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $13,087,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241002175910NAL0015077440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,087,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,087,063
- Net assets (BOY)
- $12,174,870
Income & contributions
- Employer contributions
- $425,162
- Participant contributions
- $571,654
- Total contributions
- $1,006,252
- Total income / additions
- $2,983,161
Expenses & distributions
- Benefits paid
- $2,040,897
- Administrative expenses
- $23,143
- Total expenses
- $2,070,968
- Net increase / (decrease)
- $912,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,643 | $0 | 2023 |
| Hyas Group | NONE | $7,500 | not reported in the loaded dataset | 2023 |