Greater Opportunities 403(B) Plan — Form 5500 plan (Greater Opportunities)
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, Greater Opportunities 403(B) Plan is a benefit plan reported by Greater Opportunities under EIN 16-0909190 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $3,732,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Opportunities
- EIN
- 16-0909190
- Plan number
- 001
- Plan type
- 2
- Location
- Norwich, NY
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $3,732,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240715095050NAL0001104369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,732,328
- Net assets (EOY)
- $3,732,328
- Net assets (BOY)
- $3,148,538
Income & contributions
- Employer contributions
- $141,813
- Participant contributions
- $241,875
- Total contributions
- $383,688
- Total income / additions
- $909,696
Expenses & distributions
- Benefits paid
- $294,912
- Administrative expenses
- $30,994
- Total expenses
- $325,906
- Net increase / (decrease)
- $583,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milestone Consultants | INVST ADVISOR | $14,919 | $0 | 2023 |
| Nationwide Trust Company | RECORDKEEPER | $13,525 | $0 | 2023 |
| Rimkus, Marciano & Associates | TPA | $2,552 | $0 | 2023 |