2023 Form 5500 filing — On Site Management 401(K) Retirement 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 20240926140151NAL0001374608001) for On Site Management 401(K) Retirement Plan, reported by On Site Management, Inc. under EIN 81-0445392 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926140151NAL0001374608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- On Site Management, Inc.
- EIN
- 81-0445392
- Plan number
- 002
- Location
- Bozeman, MT
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,516,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,516,708
- Employer contributions
- $573,844
- Participant contributions
- $864,441
- Total income / additions
- $3,850,568
- Benefits paid
- $482,580
- Administrative expenses
- $73,484
- Total expenses
- $556,064
- Net increase / (decrease)
- $3,294,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,224 | not reported in the loaded dataset |
| Sannah M Brandt LLC Dba Upa | CONTRACT ADMIN | $15,015 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $13,285 | $0 |
| Alborn Uithoven Riekenberg | AUDITOR | $11,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,960 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | OTHER | $4 | not reported in the loaded dataset |