2023 Form 5500 filing — Oswego County Opportunities, Inc. Employees' Deferred Annuity 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 20241015091643NAL0014296291001) for Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan, reported by Oswego County Opportunities, Inc. under EIN 16-0979876 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091643NAL0014296291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oswego County Opportunities, Inc.
- EIN
- 16-0979876
- Plan number
- 001
- Location
- Fulton, NY
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,104,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,104,217
- Employer contributions
- $411,807
- Participant contributions
- $585,070
- Total income / additions
- $3,035,954
- Benefits paid
- $1,192,822
- Administrative expenses
- $41,746
- Total expenses
- $1,235,418
- Net increase / (decrease)
- $1,800,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | NONE | $30,501 | $0 |
| Valiant Retire Inc. | NONE | $9,447 | $0 |
| Equitable Life Insurance Company | NONE | $1,798 | $0 |
| Kestra Advisory Services LLC | NONE | $0 | $0 |
| Commonwealth Equity Services | NONE | $0 | $0 |