2023 Form 5500 filing — O'Connell Landscape Maintenance, Inc 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 20240918102555NAL0004131377001) for O'Connell Landscape Maintenance, Inc 401(K) Plan, reported by O'Connell Landscape Maintenance, Inc. under EIN 95-3141443 and plan number 002. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918102555NAL0004131377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Connell Landscape Maintenance, Inc.
- EIN
- 95-3141443
- Plan number
- 002
- Location
- Rancho Santa Margarita, CA
- Participants
- 632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,126,012
- Total liabilities (EOY)
- $18,052
- Net assets (EOY)
- $3,107,960
- Participant contributions
- $488,055
- Total income / additions
- $850,531
- Benefits paid
- $104,025
- Administrative expenses
- $10,544
- Total expenses
- $115,548
- Net increase / (decrease)
- $734,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investment Advisor | INVESTMENT ADVISORY | $5,427 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,217 | $0 |
| Economic Group Pension Services,Inc | RECORDKEEPER | $0 | $899 |