Plan5500

Economic Opportunities Advance — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Economic Opportunities Advance (EIN 74-1549077) is a plan sponsor located in Waco, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1549077
Location
Waco, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Economic Opportunities Advance

  • 2 loaded plans hold $2.4M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of Economic Opportunities Advancement Corporation, holds 100% of this company's reported plan assets.
  • Plans cover 476 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,362,907
Total reported assets$2.4M$2,362,907
Total reported participants476
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$173K
Participant contributions$66.3K
Total income / additions$530.2K
Expenses & distributions
Benefits paid / distributions$363.9K
Total expenses$367.1K
Net increase / (decrease)$163.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of Economic Opportunities Advancement Corporation
Participants per plan238Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Employees Of Economic Opportunities Advancement Corporation$2.4M
    Plan #001 · 308 participants · 2023
  2. 2
    Economic Opportunities Advancement Corporation Of Planning Region Xi Wrap Plannot reported in the loaded dataset
    Plan #503 · 168 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Economic Opportunities Advance. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of Economic Opportunities Advancement Corporation308 participants · 2Sch HSch C
    View filing →
  2. 2023
    Economic Opportunities Advancement Corporation Of Planning Region Xi Wrap Plan168 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Economic Opportunities Advance report on Form 5500?
Economic Opportunities Advance (EIN 74-1549077) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Economic Opportunities Advance?
The Employer Identification Number (EIN) reported for Economic Opportunities Advance is 74-1549077.
What is the latest Form 5500 filing year for Economic Opportunities Advance?
The latest loaded Form 5500 filing year for Economic Opportunities Advance is 2023.

Related Form 5500 pages