2023 Form 5500 filing — Oak Leaf Management Employee 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 20241008112158NAL0029655552001) for Oak Leaf Management Employee 401(K) Plan, reported by Oak Leaf Management Company, Inc. under EIN 74-1728779 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112158NAL0029655552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Leaf Management Company, Inc.
- EIN
- 74-1728779
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,205,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,205,292
- Employer contributions
- $158,182
- Participant contributions
- $315,492
- Total income / additions
- $1,266,995
- Benefits paid
- $1,098,563
- Administrative expenses
- $20,267
- Total expenses
- $1,129,182
- Net increase / (decrease)
- $137,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbg Retirement Inc | INVESTMENT ADVISOR | $15,283 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,277 | $0 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $307 | not reported in the loaded dataset |