2023 Form 5500 filing — Rock Oak Capital Partners Employee Benefits 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 20240910091013NAL0012719330001) for Rock Oak Capital Partners Employee Benefits Plan, reported by Rock Oak Capital Partners under EIN 82-4991820 and plan number 501. It reports 224 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants224
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20240910091013NAL0012719330001
Plan sponsor
Rock Oak Capital Partners
EIN
82-4991820
Plan number
501
Location
Summerville, SC
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages