2023 Form 5500 filing — Ogle School Management LLC 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 20240918053210NAL0003889089001) for Ogle School Management LLC 401(K) Plan, reported by Ogle School Management LLC under EIN 47-1863443 and plan number 001. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918053210NAL0003889089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ogle School Management LLC
- EIN
- 47-1863443
- Plan number
- 001
- Location
- Arlington, TX
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,722,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,722,754
- Participant contributions
- $472,553
- Total income / additions
- $979,523
- Benefits paid
- $229,120
- Administrative expenses
- $10,843
- Total expenses
- $244,266
- Net increase / (decrease)
- $735,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,140 | $8,413 |
| Adp, Inc. | RECORD KEEPER | $5,702 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |