2023 Form 5500 filing — Mypath 401(K) Retirement 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 20241014094255NAL0026933313001) for Mypath 401(K) Retirement Plan, reported by Oconomowoc Residential Programs, Inc. under EIN 39-1510207 and plan number 001. It reports 2,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094255NAL0026933313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oconomowoc Residential Programs, Inc.
- EIN
- 39-1510207
- Plan number
- 001
- Location
- Oconomowoc, WI
- Participants
- 2,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,435,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,435,400
- Participant contributions
- $4,591,319
- Total income / additions
- $9,760,087
- Benefits paid
- $3,101,926
- Administrative expenses
- $301,726
- Total expenses
- $3,405,537
- Net increase / (decrease)
- $6,354,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $218,959 | $0 |
| Spectrum Investment Advisors | ADVISOR | $73,856 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $8,911 | $0 |