2023 Form 5500 filing — One Life Financial Group Individual 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 20240913181132NAL0010280113002) for One Life Financial Group Individual 401(K) Plan, reported by Nguyen Management, Inc under EIN 46-4223110 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240913181132NAL0010280113002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nguyen Management, Inc
- EIN
- 46-4223110
- Plan number
- 001
- Location
- Sherwood, OR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,133
- Net assets (EOY)
- $309,133
- Employer contributions
- $15,000
- Participant contributions
- $4,700
- Total income / additions
- $96,912
- Net increase / (decrease)
- $96,912
- Schedule source
- Schedule I