Plan5500

South Middlesex Opportunity Council — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, South Middlesex Opportunity Council (EIN 04-2389659) is a plan sponsor located in Framingham, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2389659
Location
Framingham, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for South Middlesex Opportunity Council

  • 2 loaded plans hold $19.6M in reported assets.
  • The largest, Smoc 403(B) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,305 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.6MSummed across loaded plans$19,596,178
Total reported assets$19.6M$19,596,178
Total reported participants1.3K1,305
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.6M total assets
Net assets$19.6MLiabilities$0
Contributions & income
Employer contributions$276.3K
Participant contributions$952.9K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Smoc 403(B) Savings Plan
Participants per plan653Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Smoc 403(B) Savings Plan$19.6M
    Plan #001 · 748 participants · 2023
  2. 2
    Smoc Health & Welfare Plansnot reported in the loaded dataset
    Plan #501 · 557 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for South Middlesex Opportunity Council. Open one for its full reported snapshot.

  1. 2023
    Smoc 403(B) Savings Plan748 participants · 2Sch HSch C
    View filing →
  2. 2023
    Smoc Health & Welfare Plans557 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does South Middlesex Opportunity Council report on Form 5500?
South Middlesex Opportunity Council (EIN 04-2389659) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for South Middlesex Opportunity Council?
The Employer Identification Number (EIN) reported for South Middlesex Opportunity Council is 04-2389659.
What is the latest Form 5500 filing year for South Middlesex Opportunity Council?
The latest loaded Form 5500 filing year for South Middlesex Opportunity Council is 2023.

Related Form 5500 pages