2023 Form 5500 filing — Oliver Marketing 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 20241011153104NAL0023118241001) for Oliver Marketing 401(K) Plan, reported by Oml Inc. under EIN 37-1759037 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153104NAL0023118241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oml Inc.
- EIN
- 37-1759037
- Plan number
- 001
- Location
- New York, NY
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,653,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,653,703
- Employer contributions
- $1,572,524
- Participant contributions
- $3,312,112
- Total income / additions
- $8,472,624
- Benefits paid
- $1,433,871
- Administrative expenses
- $137,334
- Total expenses
- $1,571,205
- Net increase / (decrease)
- $6,901,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $75,006 | $41 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,178 | $0 |
| The Benefit Practice | THIRD PARTY ADMIN | $15,150 | $6,665 |