Mypath Employee Stock Ownership Plan — Form 5500 plan (Oconomowoc Residential Programs, 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, Mypath Employee Stock Ownership Plan is a benefit plan reported by Oconomowoc Residential Programs, Inc. under EIN 39-1510207 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,274 participants and $100,119,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oconomowoc Residential Programs, Inc.
EIN
39-1510207
Plan number
002
Plan type
2
Location
Oconomowoc, WI
Latest filing year
2023
Participants
2,274
End-of-year plan assets
$100,119,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,274H20241015125329NAL0047992640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,119,849
Total liabilities (EOY)
$69,544,655
Net assets (EOY)
$30,575,194
Net assets (BOY)
$23,752,489

Income & contributions

Employer contributions
$5,442,685
Total contributions
$5,442,685
Total income / additions
$11,128,598

Expenses & distributions

Benefits paid
$2,714,352
Administrative expenses
$660
Total expenses
$4,305,893
Net increase / (decrease)
$6,822,705

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages