Who sponsors the Mypath 401(K) Retirement Plan?

Mypath 401(K) Retirement Plan is reported as sponsored by Oconomowoc Residential Programs, Inc. (EIN 39-1510207, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Mypath 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for Mypath 401(K) Retirement Plan is 2023.

How many participants does Mypath 401(K) Retirement Plan report?

Mypath 401(K) Retirement Plan reports 2,110 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Mypath 401(K) Retirement Plan?

Mypath 401(K) Retirement Plan reports $34,435,400 in end-of-year plan assets in its latest loaded Form 5500 filing.

Mypath 401(K) Retirement Plan — Form 5500 plan (Oconomowoc Residential Programs, 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, Mypath 401(K) Retirement Plan is a benefit plan reported by Oconomowoc Residential Programs, Inc. under EIN 39-1510207 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,110 participants and $34,435,400 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Oconomowoc Residential Programs, Inc.
EIN: 39-1510207
Plan number: 001
Plan type: 2
Location: Oconomowoc, WI
Latest filing year: 2023
Participants: 2,110
End-of-year plan assets: $34,435,400

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2,110	H, C	20241014094255NAL0026933313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $34,435,400
Total liabilities (EOY): $0
Net assets (EOY): $34,435,400
Net assets (BOY): $28,080,850

Income & contributions

Participant contributions: $4,591,319
Total contributions: $4,878,922
Total income / additions: $9,760,087

Expenses & distributions

Benefits paid: $3,101,926
Administrative expenses: $301,726
Total expenses: $3,405,537
Net increase / (decrease): $6,354,550

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Newport Group, Inc.	RECORDKEEPER	$218,959	$0	2023
Spectrum Investment Advisors	ADVISOR	$73,856	not reported in the loaded dataset	2023
Newport Trust Company	TRUSTEE	$8,911	$0	2023