Oparc 403(B) Retirement Plan — Form 5500 plan (Oparc)
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, Oparc 403(B) Retirement Plan is a benefit plan reported by Oparc under EIN 95-1943396 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $2,623,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oparc
- EIN
- 95-1943396
- Plan number
- 001
- Plan type
- 2
- Location
- Montclair, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $2,623,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250409170103NAL0022595009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,623,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,623,877
- Net assets (BOY)
- $2,148,492
Income & contributions
- Employer contributions
- $159,201
- Participant contributions
- $208,906
- Total contributions
- $368,107
- Total income / additions
- $638,808
Expenses & distributions
- Benefits paid
- $159,645
- Administrative expenses
- $3,778
- Total expenses
- $163,423
- Net increase / (decrease)
- $475,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $3,405 | $0 | 2023 |