Outdoor Adventures, Inc. 401(K) Plan — Form 5500 plan (Outdoor Adventures, 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, Outdoor Adventures, Inc. 401(K) Plan is a benefit plan reported by Outdoor Adventures, Inc. under EIN 38-3219586 and plan number 002. The latest loaded filing year is 2023. The filing reports 387 participants and $4,431,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outdoor Adventures, Inc.
- EIN
- 38-3219586
- Plan number
- 002
- Plan type
- 2
- Location
- Bay City, MI
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $4,431,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20241009141302NAL0009298611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,431,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,431,524
- Net assets (BOY)
- $3,272,787
Income & contributions
- Employer contributions
- $295,537
- Participant contributions
- $606,902
- Total contributions
- $926,712
- Total income / additions
- $1,584,604
Expenses & distributions
- Benefits paid
- $393,402
- Administrative expenses
- $32,465
- Total expenses
- $425,867
- Net increase / (decrease)
- $1,158,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services In | INVESTMENT ADVISORY | $20,282 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPING | $13,333 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage | TPA | $3,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Outdoor Adventures, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bay City, MI
- Raymond James Financial Services In — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- The Retirement Advantage — Schedule C compensation