Safe-Harbor 403(B) Thrift Plan For Employees Of Options For Community Living, Inc. — Form 5500 plan (Options For Community Living, Inc.)
Plain-English plan 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, Safe-Harbor 403(B) Thrift Plan For Employees Of Options For Community Living, Inc. is a benefit plan reported by Options For Community Living, Inc. under EIN 11-2612035 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $13,541,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Options For Community Living, Inc.
- EIN
- 11-2612035
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $13,541,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H | 20241015122245NAL0028402689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,541,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,541,699
- Net assets (BOY)
- $11,414,004
Income & contributions
- Employer contributions
- $433,640
- Participant contributions
- $584,023
- Total contributions
- $1,037,633
- Total income / additions
- $3,154,890
Expenses & distributions
- Benefits paid
- $1,025,053
- Administrative expenses
- $2,142
- Total expenses
- $1,027,195
- Net increase / (decrease)
- $2,127,695
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.