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, Opportunity Financial, LLC 401(K) Plan is a benefit plan reported by Opportunity Financial, LLC under EIN 27-1061911 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $22,181,089 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,181,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,181,089
- Net assets (BOY)
- $16,443,347
Income & contributions
- Employer contributions
- $1,577,984
- Participant contributions
- $3,258,874
- Total contributions
- $5,489,652
- Total income / additions
- $8,800,399
Expenses & distributions
- Benefits paid
- $2,979,986
- Administrative expenses
- $71,890
- Total expenses
- $3,062,657
- Net increase / (decrease)
- $5,737,742