2023 Form 5500 filing — Options In Community Living 401(K) 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 20240910154009NAL0010307456001) for Options In Community Living 401(K) Plan, reported by Options In Community Living, Inc. under EIN 39-1373054 and plan number 002. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910154009NAL0010307456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Options In Community Living, Inc.
- EIN
- 39-1373054
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,638,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,638,668
- Employer contributions
- $255,564
- Participant contributions
- $416,068
- Total income / additions
- $1,058,404
- Benefits paid
- $210,260
- Administrative expenses
- $40,653
- Total expenses
- $250,913
- Net increase / (decrease)
- $807,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,109 | $0 |
| 401k Investment Prof. | NONE | $10,544 | not reported in the loaded dataset |
| Wegner Llp | NONE | $10,000 | not reported in the loaded dataset |