Opportunity Enterprises, Inc. — 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, Opportunity Enterprises, Inc. (EIN 35-1136833) is a plan sponsor located in Valparaiso, IN 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
35-1136833
Location
Valparaiso, IN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,139,262
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,139,262

Contributions & income

Employer contributions
$260,761
Participant contributions
$399,377
Total income / additions
$1,285,519

Expenses & distributions

Benefits paid / distributions
$592,338
Total expenses
$646,884
Net increase / (decrease)
$638,635

Coverage

Total reported participants
535
Plans with financial statements
1
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Opportunity Enterprises, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Opportunity Enterprises, Inc. Profit Sharing Plan001407$5,139,2622023
Opportunity Enterprises, Inc. Benefits Plan501128not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Opportunity Enterprises, Inc.
YearPlanParticipantsSchedulesFiling
2023Opportunity Enterprises, Inc. Profit Sharing Plan407H, C20241011134443NAL0012554067001
2023Opportunity Enterprises, Inc. Benefits Plan128C20250203074506NAL0006513697001

Related Form 5500 pages