2023 Form 5500 filing — Oracle Financial Services Software Inc. 401(K) Profit Sharing 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 20241008102458NAL0017398433001) for Oracle Financial Services Software Inc. 401(K) Profit Sharing Plan, reported by Oracle Financial Services Software, Inc. under EIN 13-4200183 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102458NAL0017398433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oracle Financial Services Software, Inc.
- EIN
- 13-4200183
- Plan number
- 001
- Location
- Bridgewater, NJ
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,412,438
- Net assets (EOY)
- $81,412,438
- Employer contributions
- $1,677,024
- Participant contributions
- $4,004,991
- Total income / additions
- $19,520,874
- Benefits paid
- $4,642,124
- Administrative expenses
- $225,071
- Total expenses
- $4,891,194
- Net increase / (decrease)
- $14,629,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $96,696 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $86,375 | not reported in the loaded dataset |
| Sax Accounting | AUDIT | $42,000 | not reported in the loaded dataset |