EASTER SEALS OREGON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 153563 |
| Net assets as of the end of the plan year | 2025-07-30 | 2383468 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 2165016 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 150000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 123745 |
| Value of participant loans at end of plan year | 2025-07-30 | 5456 |
| Other contributions to plan in this plan year | 2025-07-30 | 2706 |
| Other income to plan in this plan year | 2025-07-30 | 224311 |
| Plan net income in this plan year | 2025-07-30 | 218452 |
| Net assets as of the end of the plan year | 2025-07-30 | 2383468 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 2165016 |
| Value of contributions failed to transmitted timely | 2025-07-30 | 12194 |
| Employer contributions to plan in this plan year | 2025-07-30 | 21253 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 6731 |
| 2024 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-23 | 486025 |
| Net assets as of the end of the plan year | 2024-07-23 | 2165016 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 2252351 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 86241 |
| Value of participant loans at end of plan year | 2024-07-23 | 7154 |
| Other income to plan in this plan year | 2024-07-23 | 294519 |
| Plan net income in this plan year | 2024-07-23 | -87335 |
| Net assets as of the end of the plan year | 2024-07-23 | 2165016 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 2252351 |
| Value of contributions failed to transmitted timely | 2024-07-23 | 7380 |
| Employer contributions to plan in this plan year | 2024-07-23 | 17930 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 7047 |
| 2022 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-15 | 115333 |
| Net assets as of the end of the plan year | 2022-06-15 | 2563217 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 2295915 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 150000 |
| Participant contributions to plan in this plan year | 2022-06-15 | 75011 |
| Value of participant loans at end of plan year | 2022-06-15 | 1761 |
| Other income to plan in this plan year | 2022-06-15 | 307624 |
| Plan net income in this plan year | 2022-06-15 | 267302 |
| Net assets as of the end of the plan year | 2022-06-15 | 2563217 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 2295915 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 9398 |
| 2013 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $438,048 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $297,975 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $289,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $49,782 |
| Value of total assets at end of year | 2013-12-31 | $2,099,450 |
| Value of total assets at beginning of year | 2013-12-31 | $1,959,377 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,799 |
| Total interest from all sources | 2013-12-31 | $19,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $49,782 |
| Participant contributions at end of year | 2013-12-31 | $57,309 |
| Participant contributions at beginning of year | 2013-12-31 | $59,352 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $140,073 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,099,450 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,959,377 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,361,985 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,407,833 |
| Interest on participant loans | 2013-12-31 | $1,827 |
| Interest earned on other investments | 2013-12-31 | $17,242 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $680,156 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $492,192 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $369,197 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $289,176 |
| Contract administrator fees | 2013-12-31 | $8,799 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CARON & BLETZER, |
| Accountancy firm EIN | 2013-12-31 | 043499945 |
| 2012 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $327,130 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $185,835 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $177,842 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $122,051 |
| Value of total assets at end of year | 2012-12-31 | $1,959,377 |
| Value of total assets at beginning of year | 2012-12-31 | $1,818,082 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,993 |
| Total interest from all sources | 2012-12-31 | $16,462 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $7,993 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $112,546 |
| Participant contributions at end of year | 2012-12-31 | $59,352 |
| Participant contributions at beginning of year | 2012-12-31 | $49,889 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $141,295 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,959,377 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,818,082 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,407,833 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,312,687 |
| Interest on participant loans | 2012-12-31 | $1,702 |
| Interest earned on other investments | 2012-12-31 | $14,760 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $492,192 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $455,506 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $188,617 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $9,505 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $177,842 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2012-12-31 | 043499945 |
| 2011 : EASTER SEALS OREGON QUALIFIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $208,633 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $57,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $50,426 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $227,457 |
| Value of total assets at end of year | 2011-12-31 | $1,818,082 |
| Value of total assets at beginning of year | 2011-12-31 | $1,666,703 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,828 |
| Total interest from all sources | 2011-12-31 | $14,990 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $117,776 |
| Participant contributions at end of year | 2011-12-31 | $49,889 |
| Participant contributions at beginning of year | 2011-12-31 | $13,330 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,915 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $151,379 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,818,082 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,666,703 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,312,687 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,225,509 |
| Interest on participant loans | 2011-12-31 | $1,188 |
| Interest earned on other investments | 2011-12-31 | $13,802 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $455,506 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $427,864 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-33,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $107,766 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $50,426 |
| Contract administrator fees | 2011-12-31 | $6,828 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | JAMES E. RICHMAN, CPA, PC |
| Accountancy firm EIN | 2011-12-31 | 931309646 |
