2023 Form 5500 filing — Opsec Security 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 20241014091029NAL0013041507001) for Opsec Security Retirement Plan, reported by Opsec Security, Inc. under EIN 84-1458633 and plan number 001. It reports 499 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)$25MReported net assets$25,025,578
Participants499
Provider compensation$81.2K2 Schedule C row(s)$81,201
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014091029NAL0013041507001
Plan sponsor
Opsec Security, Inc.
EIN
84-1458633
Plan number
001
Location
Lancaster, PA
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)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$923.8K
Participant$2M
Full reported line items
Total assets (EOY)
$25,025,578
Total liabilities (EOY)
$0
Net assets (EOY)
$25,025,578
Employer contributions
$923,792
Participant contributions
$1,999,484
Total income / additions
$5,803,616
Benefits paid
$3,162,702
Administrative expenses
$81,201
Total expenses
$3,253,033
Net increase / (decrease)
$2,550,583

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$62,447$0
Commonwealth Financial NetworkSERVICE PROVIDER$18,754not reported in the loaded dataset

Related Form 5500 pages