Outreach, Inc. 401(K) Retirement Plan — Form 5500 plan (Outreach 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, Outreach, Inc. 401(K) Retirement Plan is a benefit plan reported by Outreach Inc under EIN 33-0863910 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $4,734,549 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,720,881
Participants145Covered participants reported
Assets / participant$32.7KComputed: assets ÷ participants$32,652 (computed)
Provider compensation$46K2 Schedule C provider row(s)$45,981
Plan sponsor
Outreach Inc
EIN
33-0863910
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    145 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$13.7K
Money in vs. money out
Total income / additions$1.1M
Total expenses$346.1K
Benefits paid / distributions$300.1K
Contributions
Employer$128.5K
Participant$366.4K
Full reported line items

Net assets

Total assets (EOY)
$4,734,549
Total liabilities (EOY)
$13,668
Net assets (EOY)
$4,720,881
Net assets (BOY)
$3,948,288

Income & contributions

Employer contributions
$128,520
Participant contributions
$366,401
Total contributions
$494,921
Total income / additions
$1,118,695

Expenses & distributions

Benefits paid
$300,121
Administrative expenses
$45,981
Total expenses
$346,102
Net increase / (decrease)
$772,593
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $31.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $14.3K · Indirect $0

Related Form 5500 pages