2023 Form 5500 filing — 403 B Thrift Plan Of Opportunities Inc Of Jefferson County
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 20241010084624NAL0011306739001) for 403 B Thrift Plan Of Opportunities Inc Of Jefferson County, reported by Opportunities Inc Of Jefferson Co Unty under EIN 39-1078133 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084624NAL0011306739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opportunities Inc Of Jefferson Co Unty
- EIN
- 39-1078133
- Plan number
- 001
- Location
- Fort Atkinson, WI
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,532,751
- Net assets (EOY)
- $9,532,751
- Employer contributions
- $231,057
- Participant contributions
- $455,412
- Total income / additions
- $1,963,666
- Benefits paid
- $548,348
- Administrative expenses
- $41,491
- Total expenses
- $589,839
- Net increase / (decrease)
- $1,373,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $41,490 | $0 |