2023 Form 5500 filing — Oak Point Associates 401(K) 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 20240903064511NAL0040875794001) for Oak Point Associates 401(K) Plan, reported by Oak Point Associates under EIN 01-0365316 and plan number 001. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240903064511NAL0040875794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Point Associates
- EIN
- 01-0365316
- Plan number
- 001
- Location
- Biddeford, ME
- Participants
- 81
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,475,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,475,911
- Employer contributions
- $245,077
- Participant contributions
- $711,609
- Total income / additions
- $5,695,641
- Benefits paid
- $425,148
- Administrative expenses
- $2,012
- Total expenses
- $427,160
- Net increase / (decrease)
- $5,268,481
- Schedule source
- Schedule I