Kids And Company Of Linn County 403(B) Plan — Form 5500 plan (Kids And Company Of Linn Count)
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, Kids And Company Of Linn County 403(B) Plan is a benefit plan reported by Kids And Company Of Linn Count under EIN 93-0687438 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $4,521,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kids And Company Of Linn Count
- EIN
- 93-0687438
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OR
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $4,521,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250311164405NAL0010877987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,521,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,521,076
- Net assets (BOY)
- $3,820,976
Income & contributions
- Employer contributions
- $235,262
- Participant contributions
- $210,429
- Total contributions
- $445,691
- Total income / additions
- $976,211
Expenses & distributions
- Benefits paid
- $271,360
- Administrative expenses
- $4,751
- Total expenses
- $276,111
- Net increase / (decrease)
- $700,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $0 | $0 | 2023 |