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, Otis R. Bowen Center 403(B) Plan is a benefit plan reported by Otis R. Bowen Center For Human Services, Inc. under EIN 35-1057889 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,685 participants and $22,017,569 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,017,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,017,569
- Net assets (BOY)
- $18,080,200
Income & contributions
- Employer contributions
- $705,134
- Participant contributions
- $1,938,898
- Total contributions
- $2,712,985
- Total income / additions
- $6,005,250
Expenses & distributions
- Benefits paid
- $1,903,032
- Administrative expenses
- $138,142
- Total expenses
- $2,067,881
- Net increase / (decrease)
- $3,937,369