2023 Form 5500 filing — Oakland Management Tax-Deferred Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726140932NAL0009042835001) for Oakland Management Tax-Deferred Savings Plan, reported by Oakland Management Corp under EIN 38-3196699 and plan number 001. It reports 941 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16MReported net assets$15,992,431
Participants941
Provider compensation$52.8K3 Schedule C row(s)$52,802
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726140932NAL0009042835001
- Plan sponsor
- Oakland Management Corp
- EIN
- 38-3196699
- Plan number
- 001
- Location
- Farmington Hills, MI
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,992,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,992,431
- Employer contributions
- $584,177
- Participant contributions
- $1,860,848
- Total income / additions
- $5,141,205
- Benefits paid
- $1,204,884
- Administrative expenses
- $52,839
- Total expenses
- $1,271,568
- Net increase / (decrease)
- $3,869,637
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3