Plan5500

Odyssey House Of Utah 403(B) Plan — Form 5500 plan (Odyssey House Of Utah)

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, Odyssey House Of Utah 403(B) Plan is a benefit plan reported by Odyssey House Of Utah under EIN 87-0292487 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $6,581,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Odyssey House Of Utah
EIN
87-0292487
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
478
End-of-year plan assets
$6,581,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023478H, C20250407092031NAL0009225939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,581,422
Total liabilities (EOY)
$0
Net assets (EOY)
$6,581,422
Net assets (BOY)
$5,018,243

Income & contributions

Employer contributions
$396,779
Participant contributions
$643,575
Total contributions
$1,068,266
Total income / additions
$1,892,503

Expenses & distributions

Benefits paid
$241,383
Administrative expenses
$68,381
Total expenses
$329,324
Net increase / (decrease)
$1,563,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,452$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$11,6862023
Dwc Erisa ConsultantsCONTRACT ADMINSTRATOR$4,615$2,3902023

Related Form 5500 pages