Tax Deferred Annuity Plan Of Outreach Development Corporation — Form 5500 plan (Outreach Development Corporation)
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, Tax Deferred Annuity Plan Of Outreach Development Corporation is a benefit plan reported by Outreach Development Corporation under EIN 11-2518262 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $9,160,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outreach Development Corporation
- EIN
- 11-2518262
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond Hill, NY
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $9,160,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20260102123918NAL0002414960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,160,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,160,623
- Net assets (BOY)
- $9,041,633
Income & contributions
- Participant contributions
- $353,854
- Total contributions
- $390,465
- Total income / additions
- $1,554,334
Expenses & distributions
- Benefits paid
- $1,435,159
- Administrative expenses
- $185
- Total expenses
- $1,435,344
- Net increase / (decrease)
- $118,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Life Insurance Co | INSURANCE PROVIDER | $185 | $0 | 2023 |