2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Tioga Opportunities, 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 20241015151946NAL0030141441001) for 403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc., reported by Tioga Opportunities, Inc. under EIN 16-0907793 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.9MReported net assets$4,858,858
Participants176
Provider compensation$6221 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151946NAL0030141441001
- Plan sponsor
- Tioga Opportunities, Inc.
- EIN
- 16-0907793
- Plan number
- 001
- Location
- Owego, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,858,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,858,858
- Employer contributions
- $85,042
- Participant contributions
- $144,376
- Total income / additions
- $914,271
- Benefits paid
- $833,553
- Administrative expenses
- $674
- Total expenses
- $834,227
- Net increase / (decrease)
- $80,044
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $622 | $0 |