2023 Form 5500 filing — Outreach, Inc. 401(K) Retirement 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 20240905110727NAL0011766899001) for Outreach, Inc. 401(K) Retirement Plan, reported by Outreach Inc under EIN 33-0863910 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,720,881
Participants145
Provider compensation$46K2 Schedule C row(s)$45,981
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905110727NAL0011766899001
Plan sponsor
Outreach Inc
EIN
33-0863910
Plan number
001
Location
Colorado Springs, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$13.7K
Money in vs. money out
Total income / additions$1.1M
Total expenses$346.1K
Benefits paid / distributions$300.1K
Contributions
Employer$128.5K
Participant$366.4K
Full reported line items
Total assets (EOY)
$4,734,549
Total liabilities (EOY)
$13,668
Net assets (EOY)
$4,720,881
Employer contributions
$128,520
Participant contributions
$366,401
Total income / additions
$1,118,695
Benefits paid
$300,121
Administrative expenses
$45,981
Total expenses
$346,102
Net increase / (decrease)
$772,593
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $31.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $14.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905110727NAL0011766899001 cover?
It is the 2023 Form 5500 filing for Outreach, Inc. 401(K) Retirement Plan, reported by Outreach Inc (EIN 33-0863910).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages