2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For Employees Of Options For Community Living, Inc.
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 20241015122245NAL0028402689001) for Safe-Harbor 403(B) Thrift Plan For Employees Of Options For Community Living, Inc., reported by Options For Community Living, Inc. under EIN 11-2612035 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015122245NAL0028402689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Options For Community Living, Inc.
- EIN
- 11-2612035
- Plan number
- 001
- Location
- Ronkonkoma, NY
- Participants
- 248
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,541,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,541,699
- Employer contributions
- $433,640
- Participant contributions
- $584,023
- Total income / additions
- $3,154,890
- Benefits paid
- $1,025,053
- Administrative expenses
- $2,142
- Total expenses
- $1,027,195
- Net increase / (decrease)
- $2,127,695
- Schedule source
- Schedule H