2023 Form 5500 filing — Tax Deferred Annuity Plan Of Outreach Development Corporation
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 20260102123918NAL0002414960001) for Tax Deferred Annuity Plan Of Outreach Development Corporation, reported by Outreach Development Corporation under EIN 11-2518262 and plan number 002. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.2MReported net assets$9,160,623
Participants196
Provider compensation$1851 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260102123918NAL0002414960001
- Plan sponsor
- Outreach Development Corporation
- EIN
- 11-2518262
- Plan number
- 002
- Location
- Richmond Hill, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,160,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,160,623
- Participant contributions
- $353,854
- Total income / additions
- $1,554,334
- Benefits paid
- $1,435,159
- Administrative expenses
- $185
- Total expenses
- $1,435,344
- Net increase / (decrease)
- $118,990
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Life Insurance Co | INSURANCE PROVIDER | $185 | $0 |