2023 Form 5500 filing — Greater Opportunities 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715095050NAL0001104369001) for Greater Opportunities 403(B) Plan, reported by Greater Opportunities under EIN 16-0909190 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715095050NAL0001104369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Opportunities
- EIN
- 16-0909190
- Plan number
- 001
- Location
- Norwich, NY
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,732,328
- Net assets (EOY)
- $3,732,328
- Employer contributions
- $141,813
- Participant contributions
- $241,875
- Total income / additions
- $909,696
- Benefits paid
- $294,912
- Administrative expenses
- $30,994
- Total expenses
- $325,906
- Net increase / (decrease)
- $583,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milestone Consultants | INVST ADVISOR | $14,919 | $0 |
| Nationwide Trust Company | RECORDKEEPER | $13,525 | $0 |
| Rimkus, Marciano & Associates | TPA | $2,552 | $0 |