2023 Form 5500 filing — Owl Cyber Defense Solutions, LLC Retirement 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 20241011151040NAL0022166177001) for Owl Cyber Defense Solutions, LLC Retirement Plan, reported by Owl Cyber Defense Solutions, LLC under EIN 52-2195633 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.3MReported net assets$21,272,477
Participants248
Provider compensation$86.2K3 Schedule C row(s)$86,217
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011151040NAL0022166177001
- Plan sponsor
- Owl Cyber Defense Solutions, LLC
- EIN
- 52-2195633
- Plan number
- 001
- Location
- Danbury, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,272,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,272,477
- Employer contributions
- $730,500
- Participant contributions
- $2,066,723
- Total income / additions
- $6,507,481
- Benefits paid
- $3,445,589
- Administrative expenses
- $86,217
- Total expenses
- $3,562,002
- Net increase / (decrease)
- $2,945,479
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kelly Financial Advisors, LLC | ADVISOR | $60,140 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $14,387 | not reported in the loaded dataset |
| Millennium Investment And Retiremen | INVESTMENT MANAGER | $11,690 | not reported in the loaded dataset |