2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Economic Opportunities Council

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 20241015163543NAL0016889267001) for 403(B) Thrift Plan For Employees Of Economic Opportunities Council, reported by Economic Opportunities Council Of Indian River County Inc under EIN 59-1144567 and plan number 001. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,398,199

Participants83

Provider compensation$6212 Schedule C row(s)

Schedules filedSchedule I, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015163543NAL0016889267001
Plan sponsor: Economic Opportunities Council Of Indian River County Inc
EIN: 59-1144567
Plan number: 001
Location: Vero Beach, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets

Net assets$1.4MLiabilities$0

Money in vs. money out

Total income / additions$323.6K

Total expenses$273K

Benefits paid / distributions$272.3K

Contributions

Employer$62.2K

Participant$77K

Full reported line items

Total assets (EOY): $1,398,199
Total liabilities (EOY): $0
Net assets (EOY): $1,398,199
Employer contributions: $62,244
Participant contributions: $76,999
Total income / additions: $323,625
Benefits paid: $272,337
Administrative expenses: $621
Total expenses: $272,958
Net increase / (decrease): $50,667

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mutual Of America Investment Corp$621
RECORD KEEPER · Direct $621 · Indirect $0
2
Reliastar Life Insurance Company$0
SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015163543NAL0016889267001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Economic Opportunities Council, reported by Economic Opportunities Council Of Indian River County Inc (EIN 59-1144567).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).