2023 Form 5500 filing — Oakley Transportation Group 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 20241009154118NAL0010797043002) for Oakley Transportation Group 401(K) Plan, reported by Oakley Transportation Group, Inc. under EIN 47-1451534 and plan number 001. It reports 1,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154118NAL0010797043002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakley Transportation Group, Inc.
- EIN
- 47-1451534
- Plan number
- 001
- Location
- Lake Wales, FL
- Participants
- 1,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,093,996
- Net assets (EOY)
- $12,093,996
- Employer contributions
- $127,061
- Participant contributions
- $1,567,403
- Total income / additions
- $3,355,116
- Benefits paid
- $2,104,920
- Administrative expenses
- $80,868
- Total expenses
- $2,185,788
- Net increase / (decrease)
- $1,169,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $80,868 | $0 |
| Kestra Investment Services | BROKER | $0 | $28,123 |