2023 Form 5500 filing — 403(B) Thrift Plan Of Making Opportunity Count, Inc.
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 20241015141441NAL0029935713001) for 403(B) Thrift Plan Of Making Opportunity Count, Inc., reported by Making Opportunity Count, Inc. under EIN 04-2401111 and plan number 002. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141441NAL0029935713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Making Opportunity Count, Inc.
- EIN
- 04-2401111
- Plan number
- 002
- Location
- Fitchburg, MA
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,846,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,846,347
- Employer contributions
- $534,697
- Participant contributions
- $292,387
- Total income / additions
- $2,157,041
- Benefits paid
- $485,841
- Administrative expenses
- $1,287
- Total expenses
- $487,128
- Net increase / (decrease)
- $1,669,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $1,370 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $1,287 | $0 |