2023 Form 5500 filing — Outdoor Adventures, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009141302NAL0009298611001) for Outdoor Adventures, Inc. 401(K) Plan, reported by Outdoor Adventures, Inc. under EIN 38-3219586 and plan number 002. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141302NAL0009298611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Outdoor Adventures, Inc.
- EIN
- 38-3219586
- Plan number
- 002
- Location
- Bay City, MI
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,431,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,431,524
- Employer contributions
- $295,537
- Participant contributions
- $606,902
- Total income / additions
- $1,584,604
- Benefits paid
- $393,402
- Administrative expenses
- $32,465
- Total expenses
- $425,867
- Net increase / (decrease)
- $1,158,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services In | INVESTMENT ADVISORY | $20,282 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPING | $13,333 | not reported in the loaded dataset |
| The Retirement Advantage | TPA | $3,275 | not reported in the loaded dataset |