2023 Form 5500 filing — Outten & Golden Llp 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 20240913150248NAL0005139427001) for Outten & Golden Llp 401(K) Plan, reported by Outten & Golden Llp under EIN 13-4014306 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913150248NAL0005139427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Outten & Golden Llp
- EIN
- 13-4014306
- Plan number
- 001
- Location
- New York, NY
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,499,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,499,116
- Employer contributions
- $1,193,312
- Participant contributions
- $1,570,742
- Total income / additions
- $6,600,625
- Benefits paid
- $1,173,425
- Administrative expenses
- $40,051
- Total expenses
- $1,213,476
- Net increase / (decrease)
- $5,387,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPING/INFO MGMT | $55,035 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $47 | $0 |