2023 Form 5500 filing — Omega Construction, 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 20241002094556NAL0004699651001) for Omega Construction, Inc. 401(K) Plan, reported by Omega Construction, Inc. under EIN 56-1087591 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094556NAL0004699651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omega Construction, Inc.
- EIN
- 56-1087591
- Plan number
- 001
- Location
- Winston-Salem, NC
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,153,506
- Total liabilities (EOY)
- $866
- Net assets (EOY)
- $6,152,640
- Employer contributions
- $209,446
- Participant contributions
- $976,279
- Total income / additions
- $2,637,633
- Benefits paid
- $238,979
- Administrative expenses
- $36,340
- Total expenses
- $275,319
- Net increase / (decrease)
- $2,362,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,824 | $0 |
| Aprio Wealth Management LLC | INVESTMENT ADVISOR | $17,548 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,368 | not reported in the loaded dataset |
| Aprio Benefit Advisors, LLC | CONTRACT ADMINISTRATOR | $550 | not reported in the loaded dataset |