2023 Form 5500 filing — Oportun 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 20241015095154NAL0056871890002) for Oportun 401(K) Plan, reported by Oportun, Inc. under EIN 20-3386325 and plan number 001. It reports 1,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095154NAL0056871890002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oportun, Inc.
- EIN
- 20-3386325
- Plan number
- 001
- Location
- San Carlos, CA
- Participants
- 1,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,203,244
- Net assets (EOY)
- $78,203,244
- Employer contributions
- $4,596,384
- Participant contributions
- $9,046,477
- Total income / additions
- $27,746,686
- Benefits paid
- $11,310,100
- Administrative expenses
- $125,396
- Total expenses
- $11,447,470
- Net increase / (decrease)
- $16,299,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $87,896 | not reported in the loaded dataset |
| Sage Advisory Group | NONE | $37,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |