401k Plan data: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST plan

OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OREGON PACIFIC INVESTMENT has sponsored the creation of one or more 401k plans.

Company Name: OREGON PACIFIC INVESTMENT

Employer identification number (EIN): 930502904

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DEBORAH MCGAUGHEY
001 2012-01-01 OREGON PACIFIC INVESTMENT
001 2011-01-01 OREGON PACIFIC INVESTMENT
001 2010-01-01 OREGON PACIFIC INVESTMENT
001 2009-01-01 OREGON PACIFIC INVESTMENT OREGON PACIFIC INVESTMENT 2010-07-27
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DEBORAH MCGAUGHEY
001	2012-01-01	OREGON PACIFIC INVESTMENT
001	2011-01-01	OREGON PACIFIC INVESTMENT
001	2010-01-01	OREGON PACIFIC INVESTMENT
001	2009-01-01	OREGON PACIFIC INVESTMENT	OREGON PACIFIC INVESTMENT	2010-07-27
001	2008-01-01

Plan Statistics for OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 65
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 70
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 51
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 66
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 47
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 59
Number of participants with account balances 2010-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	65
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	70
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	51
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	66
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	47
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	59
Number of participants with account balances	2010-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$691,236
Expenses. Total of all expenses incurred	2013-12-31	$541,555
Benefits paid (including direct rollovers)	2013-12-31	$515,658
Total plan assets at end of year	2013-12-31	$3,673,930
Total plan assets at beginning of year	2013-12-31	$3,524,249
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$166,495
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$213,301
Net income (gross income less expenses)	2013-12-31	$149,681
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,673,930
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,524,249
Assets. Value of participant loans	2013-12-31	$117,762
Total contributions received or receivable from employer(s)	2013-12-31	$311,440
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$25,182
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$674,975
Expenses. Total of all expenses incurred	2012-12-31	$156,167
Benefits paid (including direct rollovers)	2012-12-31	$144,377
Total plan assets at end of year	2012-12-31	$3,524,249
Total plan assets at beginning of year	2012-12-31	$3,005,441
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$206,739
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$170,256
Net income (gross income less expenses)	2012-12-31	$518,808
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,524,249
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,005,441
Assets. Value of participant loans	2012-12-31	$157,293
Total contributions received or receivable from employer(s)	2012-12-31	$297,980
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$11,530
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$427,444
Expenses. Total of all expenses incurred	2011-12-31	$85,338
Benefits paid (including direct rollovers)	2011-12-31	$75,435
Total plan assets at end of year	2011-12-31	$3,005,441
Total plan assets at beginning of year	2011-12-31	$2,663,335
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$173,402
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$768
Other income received	2011-12-31	$-27,716
Net income (gross income less expenses)	2011-12-31	$342,106
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,005,441
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,663,335
Assets. Value of participant loans	2011-12-31	$159,399
Total contributions received or receivable from employer(s)	2011-12-31	$280,990
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$9,838
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$607,464
Expenses. Total of all expenses incurred	2010-12-31	$58,306
Benefits paid (including direct rollovers)	2010-12-31	$58,226
Total plan assets at end of year	2010-12-31	$2,663,335
Total plan assets at beginning of year	2010-12-31	$2,114,177
Value of fidelity bond covering the plan	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$163,825
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$177,250
Net income (gross income less expenses)	2010-12-31	$549,158
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,663,335
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,114,177
Assets. Value of participant loans	2010-12-31	$93,300
Total contributions received or receivable from employer(s)	2010-12-31	$266,389
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST

2013: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: OREGON PACIFIC INVESTMENT AND 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	OREGON PACIFIC INVESTMENT
Employer identification number (EIN):	930502904