Umatilla-Morrow Head Start, Inc. 403(B) Plan — Form 5500 plan (Umatilla-Morrow Head Start, Inc.)
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, Umatilla-Morrow Head Start, Inc. 403(B) Plan is a benefit plan reported by Umatilla-Morrow Head Start, Inc. under EIN 93-0937286 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $6,119,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umatilla-Morrow Head Start, Inc.
- EIN
- 93-0937286
- Plan number
- 002
- Plan type
- 2
- Location
- Hermiston, OR
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $6,119,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241014150839NAL0045024912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,119,155
- Total liabilities (EOY)
- $1,718
- Net assets (EOY)
- $6,117,437
- Net assets (BOY)
- $5,462,693
Income & contributions
- Employer contributions
- $485,308
- Participant contributions
- $239,112
- Total contributions
- $746,839
- Total income / additions
- $1,441,638
Expenses & distributions
- Benefits paid
- $758,026
- Administrative expenses
- $28,868
- Total expenses
- $786,894
- Net increase / (decrease)
- $654,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Plan Specialists, Pc | TPA | $39,604 | not reported in the loaded dataset | 2023 |
| Petersen Cpas And Advisors Pllc | AUDITOR | $23,768 | not reported in the loaded dataset | 2023 |
| Securities America, Inc. | INVESTMENT ADVISOR | $22,690 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,505 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umatilla-Morrow Head Start, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hermiston, OR
- Pension Plan Specialists, Pc — Schedule C compensation
- Petersen Cpas And Advisors Pllc — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation