2023 Form 5500 filing — Economic Opportunity Program, Inc. 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 20241011112646NAL0022658897001) for Economic Opportunity Program, Inc. 403(B) Plan, reported by Economic Opportunity Program, Inc. under EIN 16-0906941 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112646NAL0022658897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Economic Opportunity Program, Inc.
- EIN
- 16-0906941
- Plan number
- 001
- Location
- Elmira, NY
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,258,297
- Total liabilities (EOY)
- $2,618
- Net assets (EOY)
- $4,255,679
- Employer contributions
- $136,949
- Participant contributions
- $108,126
- Total income / additions
- $931,660
- Benefits paid
- $273,623
- Administrative expenses
- $23,428
- Total expenses
- $298,425
- Net increase / (decrease)
- $633,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chemung Canal Trust Company | THIRD-PARTY ADMINISTRATOR | $21,588 | not reported in the loaded dataset |
| Equitable Financial Life Ins Co | RECORDKEEPER | $1,840 | $13,179 |