2023 Form 5500 filing — Options For Learning 403(B) 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 20250220180538NAL0004345027001) for Options For Learning 403(B) Plan, reported by Options For Learning under EIN 95-3602641 and plan number 002. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220180538NAL0004345027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Options For Learning
- EIN
- 95-3602641
- Plan number
- 002
- Location
- West Covina, CA
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,867,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,867,354
- Employer contributions
- $1,660,882
- Participant contributions
- $1,863,871
- Total income / additions
- $5,886,753
- Benefits paid
- $735,412
- Administrative expenses
- $29,386
- Total expenses
- $764,798
- Net increase / (decrease)
- $5,121,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $29,386 | $0 |