2023 Form 5500 filing — Occupational Training Center Of Burlington County, 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 20241015162513NAL0030333601001) for Occupational Training Center Of Burlington County, Inc. 403(B) Plan, reported by Occupational Training Center Of Burlington County, Inc. under EIN 22-1735360 and plan number 002. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162513NAL0030333601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Occupational Training Center Of Burlington County, Inc.
- EIN
- 22-1735360
- Plan number
- 002
- Location
- Burlington Township, NJ
- Participants
- 674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,680,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,680,874
- Participant contributions
- $281,159
- Total income / additions
- $1,037,824
- Benefits paid
- $150,397
- Administrative expenses
- $37,253
- Total expenses
- $187,650
- Net increase / (decrease)
- $850,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $27,399 | $0 |
| Morningstar Investment Management | NONE | $9,854 | not reported in the loaded dataset |