The 401(A) Profit Sharing Plan Of Occupational Training Center Of Burlington County, Inc. — Form 5500 plan (Occupational Training Center Of Burlington County, 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, The 401(A) Profit Sharing Plan Of Occupational Training Center Of Burlington County, Inc. is a benefit plan reported by Occupational Training Center Of Burlington County, Inc. under EIN 22-1735360 and plan number 001. The latest loaded filing year is 2023. The filing reports 961 participants and $7,300,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Occupational Training Center Of Burlington County, Inc.
EIN
22-1735360
Plan number
001
Plan type
2
Location
Burlington Township, NJ
Latest filing year
2023
Participants
961
End-of-year plan assets
$7,300,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023961H, C20241015162832NAL0048906080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,300,814
Total liabilities (EOY)
$0
Net assets (EOY)
$7,300,814
Net assets (BOY)
$6,550,928

Income & contributions

Employer contributions
$625,967
Total contributions
$625,967
Total income / additions
$1,463,768

Expenses & distributions

Benefits paid
$654,532
Administrative expenses
$59,350
Total expenses
$713,882
Net increase / (decrease)
$749,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServciesNONE$41,057$02023
Morningstar Investment ManagementNONE$17,597not reported in the loaded dataset2023

Related Form 5500 pages