Economic Opportunity Program, Inc. 403(B) Plan — Form 5500 plan (Economic Opportunity Program, 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, Economic Opportunity Program, Inc. 403(B) Plan is a benefit plan reported by Economic Opportunity Program, Inc. under EIN 16-0906941 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $4,258,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Economic Opportunity Program, Inc.
EIN
16-0906941
Plan number
001
Plan type
2
Location
Elmira, NY
Latest filing year
2023
Participants
236
End-of-year plan assets
$4,258,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241011112646NAL0022658897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,258,297
Total liabilities (EOY)
$2,618
Net assets (EOY)
$4,255,679
Net assets (BOY)
$3,622,444

Income & contributions

Employer contributions
$136,949
Participant contributions
$108,126
Total contributions
$387,316
Total income / additions
$931,660

Expenses & distributions

Benefits paid
$273,623
Administrative expenses
$23,428
Total expenses
$298,425
Net increase / (decrease)
$633,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chemung Canal Trust CompanyTHIRD-PARTY ADMINISTRATOR$21,588not reported in the loaded dataset2023
Equitable Financial Life Ins CoRECORDKEEPER$1,840$13,1792023

Related Form 5500 pages