2023 Form 5500 filing — Oppo 401(K) Plan & Trust
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 20240930131410NAL0009441904001) for Oppo 401(K) Plan & Trust, reported by Innopeak Technology, Inc. under EIN 47-1849305 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930131410NAL0009441904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innopeak Technology, Inc.
- EIN
- 47-1849305
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,586,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,586,482
- Employer contributions
- $3,108,185
- Participant contributions
- $7,890,508
- Total income / additions
- $16,173,273
- Benefits paid
- $12,376,469
- Administrative expenses
- $102,667
- Total expenses
- $12,506,996
- Net increase / (decrease)
- $3,666,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $92,389 |
| Empower Annuity Insurance Company | RECORDKEEPER | $63,036 | $0 |
| Nicholas Pension Consultants, Inc. | CONTRACT ADMIN | $27,950 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,197 | not reported in the loaded dataset |