403 B Thrift Plan Of Opportunities Inc Of Jefferson County — Form 5500 plan (Opportunities Inc Of Jefferson Co Unty)
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, 403 B Thrift Plan Of Opportunities Inc Of Jefferson County is a benefit plan reported by Opportunities Inc Of Jefferson Co Unty under EIN 39-1078133 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $9,532,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunities Inc Of Jefferson Co Unty
- EIN
- 39-1078133
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $9,532,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241010084624NAL0011306739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,532,751
- Net assets (EOY)
- $9,532,751
- Net assets (BOY)
- $8,158,924
Income & contributions
- Employer contributions
- $231,057
- Participant contributions
- $455,412
- Total contributions
- $703,058
- Total income / additions
- $1,963,666
Expenses & distributions
- Benefits paid
- $548,348
- Administrative expenses
- $41,491
- Total expenses
- $589,839
- Net increase / (decrease)
- $1,373,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $41,490 | $0 | 2023 |