2023 Form 5500 filing — Otj Architects Inc 401(K) Profit Sharing 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 20241003111729NAL0016943440001) for Otj Architects Inc 401(K) Profit Sharing Plan & Trust, reported by Otj Architects Inc under EIN 52-1698957 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003111729NAL0016943440001
Filing year
2023
Form type
2
Plan sponsor
Otj Architects Inc
EIN
52-1698957
Plan number
001
Location
Washington, DC
Participants
279
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,064,928
Total liabilities (EOY)
$0
Net assets (EOY)
$16,064,928
Employer contributions
$501,825
Participant contributions
$1,548,275
Total income / additions
$5,291,837
Benefits paid
$748,689
Administrative expenses
$45,676
Total expenses
$794,365
Net increase / (decrease)
$4,497,472
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners, LlADVISOR$31,725not reported in the loaded dataset
John Hancock UsaRECORDKEEPER$13,927not reported in the loaded dataset

Related Form 5500 pages