Washington County Opportunities 401(K) Plan — Form 5500 plan (Washington County Opportunities, 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, Washington County Opportunities 401(K) Plan is a benefit plan reported by Washington County Opportunities, Inc. under EIN 64-0542172 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $2,370,862 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4MPlan net assets, end of year$2,370,862
Participants246Covered participants reported
Assets / participant$9.6KComputed: assets ÷ participants$9,638 (computed)
Provider compensationNone reported
Plan sponsor
Washington County Opportunities, Inc.
EIN
64-0542172
Plan number
002
Plan type
2
Location
Greenville, MS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H20240816113155NAL0007984227001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$413.2K
Total expenses$296.7K
Benefits paid / distributions$290.9K
Contributions
Employer$152.8K
Participant$169.7K
Full reported line items

Net assets

Total assets (EOY)
$2,370,862
Total liabilities (EOY)
$0
Net assets (EOY)
$2,370,862
Net assets (BOY)
$2,254,373

Income & contributions

Employer contributions
$152,850
Participant contributions
$169,725
Total contributions
$322,575
Total income / additions
$413,193

Expenses & distributions

Benefits paid
$290,923
Administrative expenses
$5,781
Total expenses
$296,704
Net increase / (decrease)
$116,489
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income70%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages