403(B) Thrift Plan Of Making Opportunity Count, Inc. — Form 5500 plan (Making Opportunity Count, Inc.)

Plain-English plan 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, 403(B) Thrift Plan Of Making Opportunity Count, Inc. is a benefit plan reported by Making Opportunity Count, Inc. under EIN 04-2401111 and plan number 002. The latest loaded filing year is 2023. The filing reports 333 participants and $10,846,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Making Opportunity Count, Inc.
EIN
04-2401111
Plan number
002
Plan type
2
Location
Fitchburg, MA
Latest filing year
2023
Participants
333
End-of-year plan assets
$10,846,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241015141441NAL0029935713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,846,347
Total liabilities (EOY)
$0
Net assets (EOY)
$10,846,347
Net assets (BOY)
$9,176,434

Income & contributions

Employer contributions
$534,697
Participant contributions
$292,387
Total contributions
$923,121
Total income / additions
$2,157,041

Expenses & distributions

Benefits paid
$485,841
Administrative expenses
$1,287
Total expenses
$487,128
Net increase / (decrease)
$1,669,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reliastar Life Insurance CompanySERVICE PROVIDER$0$1,3702023
Mutual Of America Investment CorpINSURANCE CARRIER$1,287$02023

Related Form 5500 pages