Occupational Training Center Of Burlington County, Inc. 403(B) Plan — Form 5500 plan (Occupational Training Center Of Burlington County, 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, Occupational Training Center Of Burlington County, Inc. 403(B) Plan is a benefit plan reported by Occupational Training Center Of Burlington County, Inc. under EIN 22-1735360 and plan number 002. The latest loaded filing year is 2023. The filing reports 674 participants and $5,680,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Occupational Training Center Of Burlington County, Inc.
EIN
22-1735360
Plan number
002
Plan type
2
Location
Burlington Township, NJ
Latest filing year
2023
Participants
674
End-of-year plan assets
$5,680,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023674H, C20241015162513NAL0030333601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,680,874
Total liabilities (EOY)
$0
Net assets (EOY)
$5,680,874
Net assets (BOY)
$4,830,700

Income & contributions

Participant contributions
$281,159
Total contributions
$281,159
Total income / additions
$1,037,824

Expenses & distributions

Benefits paid
$150,397
Administrative expenses
$37,253
Total expenses
$187,650
Net increase / (decrease)
$850,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$27,399$02023
Morningstar Investment ManagementNONE$9,854not reported in the loaded dataset2023

Related Form 5500 pages