2023 Form 5500 filing — Oremor Mgmt And Investment Co 401(K) Retirement Savings 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 20241011154358NAL0023144241001) for Oremor Mgmt And Investment Co 401(K) Retirement Savings Plan, reported by Oremor Mgmt And Investment Co under EIN 33-0152532 and plan number 001. It reports 2,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154358NAL0023144241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oremor Mgmt And Investment Co
- EIN
- 33-0152532
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 2,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,259,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,259,431
- Employer contributions
- $1,128,790
- Participant contributions
- $8,473,625
- Total income / additions
- $22,238,206
- Benefits paid
- $4,921,388
- Administrative expenses
- $268,174
- Total expenses
- $5,279,747
- Net increase / (decrease)
- $16,958,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $169,085 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $99,088 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |