Plan5500

Options For Learning 403(B) Plan — Form 5500 plan (Options For Learning)

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, Options For Learning 403(B) Plan is a benefit plan reported by Options For Learning under EIN 95-3602641 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,093 participants and $12,867,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Options For Learning
EIN
95-3602641
Plan number
002
Plan type
2
Location
West Covina, CA
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$12,867,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20250220180538NAL0004345027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,867,354
Total liabilities (EOY)
$0
Net assets (EOY)
$12,867,354
Net assets (BOY)
$7,745,399

Income & contributions

Employer contributions
$1,660,882
Participant contributions
$1,863,871
Total contributions
$4,160,247
Total income / additions
$5,886,753

Expenses & distributions

Benefits paid
$735,412
Administrative expenses
$29,386
Total expenses
$764,798
Net increase / (decrease)
$5,121,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORD KEEPER$29,386$02023

Related Form 5500 pages