Plan5500

Options In Community Living 401(K) Plan — Form 5500 plan (Options In Community Living, 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, Options In Community Living 401(K) Plan is a benefit plan reported by Options In Community Living, Inc. under EIN 39-1373054 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $2,638,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Options In Community Living, Inc.
EIN
39-1373054
Plan number
002
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
234
End-of-year plan assets
$2,638,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20240910154009NAL0010307456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,638,668
Total liabilities (EOY)
$0
Net assets (EOY)
$2,638,668
Net assets (BOY)
$1,831,177

Income & contributions

Employer contributions
$255,564
Participant contributions
$416,068
Total contributions
$676,054
Total income / additions
$1,058,404

Expenses & distributions

Benefits paid
$210,260
Administrative expenses
$40,653
Total expenses
$250,913
Net increase / (decrease)
$807,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$20,109$02023
401k Investment Prof.NONE$10,544not reported in the loaded dataset2023
Wegner LlpNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages