Outcomes 401(K) Profit Sharing Plan — Form 5500 plan (Outcomes One, 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, Outcomes 401(K) Profit Sharing Plan is a benefit plan reported by Outcomes One, Inc under EIN 59-1710804 and plan number 001. The latest loaded filing year is 2023. The filing reports 892 participants and $31,169,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outcomes One, Inc
- EIN
- 59-1710804
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 892
- End-of-year plan assets
- $31,169,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 892 | H, C | 20250331115255NAL0003244451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,169,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,169,965
- Net assets (BOY)
- $20,821,707
Income & contributions
- Employer contributions
- $1,240,467
- Participant contributions
- $3,194,509
- Total contributions
- $11,343,552
- Total income / additions
- $15,343,448
Expenses & distributions
- Benefits paid
- $4,894,756
- Administrative expenses
- $79,242
- Total expenses
- $4,995,190
- Net increase / (decrease)
- $10,348,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,242 | $0 | 2023 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $27,041 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $5,005 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Outcomes One, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Principal Life Insurance Company — Schedule C compensation
- Mai Capital Management, LLC — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation