Opportunity Enterprises, Inc. Profit Sharing Plan — Form 5500 plan (Opportunity Enterprises, 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, Opportunity Enterprises, Inc. Profit Sharing Plan is a benefit plan reported by Opportunity Enterprises, Inc. under EIN 35-1136833 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $5,139,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Opportunity Enterprises, Inc.
EIN
35-1136833
Plan number
001
Plan type
2
Location
Valparaiso, IN
Latest filing year
2023
Participants
407
End-of-year plan assets
$5,139,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241011134443NAL0012554067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,139,262
Total liabilities (EOY)
$0
Net assets (EOY)
$5,139,262
Net assets (BOY)
$4,500,627

Income & contributions

Employer contributions
$260,761
Participant contributions
$399,377
Total contributions
$711,891
Total income / additions
$1,285,519

Expenses & distributions

Benefits paid
$592,338
Administrative expenses
$54,546
Total expenses
$646,884
Net increase / (decrease)
$638,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, IncRECORDKEEPER$38,938$02023
Wesley M. KotysADVISORY$15,608not reported in the loaded dataset2023

Related Form 5500 pages