Kids Unlimited Of Oregon 401(K) Plan — Form 5500 plan (Kids Unlimited 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, Kids Unlimited Of Oregon 401(K) Plan is a benefit plan reported by Kids Unlimited Of Oregon under EIN 93-1329922 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $2,367,279 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,367,279
Participants200Covered participants reported
Assets / participant$11.8KComputed: assets ÷ participants$11,836 (computed)
Provider compensation$26.2K2 Schedule C provider row(s)$26,209
- Plan sponsor
- Kids Unlimited Of Oregon
- EIN
- 93-1329922
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20250811100229NAL0020449714001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,367,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,367,279
- Net assets (BOY)
- $1,798,702
Income & contributions
- Employer contributions
- $219,965
- Participant contributions
- $335,082
- Total contributions
- $555,262
- Total income / additions
- $820,582
Expenses & distributions
- Benefits paid
- $222,462
- Administrative expenses
- $26,209
- Total expenses
- $252,005
- Net increase / (decrease)
- $568,577
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cutler Investment Counsel, LLC | INVESTMENT MANAGER | $19,997 | not reported in the loaded dataset | 2023 |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $6,212 | not reported in the loaded dataset | 2023 |