2023 Form 5500 filing — Octo Consulting Group 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 20240926140102NAL0001655538001) for Octo Consulting Group 401(K) Plan, reported by Octo Consulting Group, LLC under EIN 20-4658157 and plan number 001. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926140102NAL0001655538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Octo Consulting Group, LLC
- EIN
- 20-4658157
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total income / additions
- $4,072,676
- Benefits paid
- $9,290,880
- Administrative expenses
- $90,334
- Total expenses
- $9,381,214
- Net increase / (decrease)
- -$5,308,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $83,857 | $0 |
| Greenspring Advisors LLC | NONE | $80,661 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $74,250 | not reported in the loaded dataset |
| Greenspring Advisors LLC | INVESTMENT ADVISOR | $20,825 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $800 | not reported in the loaded dataset |