2023 Form 5500 filing — Oak Tree Software, Inc. 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 20241014095957NAL0025875873001) for Oak Tree Software, Inc. 401(K) Plan, reported by Oak Tree Software, Inc. under EIN 73-1484518 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095957NAL0025875873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Tree Software, Inc.
- EIN
- 73-1484518
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,943,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,943,391
- Employer contributions
- $152,762
- Participant contributions
- $786,195
- Total income / additions
- $2,082,804
- Benefits paid
- $860,011
- Administrative expenses
- $11,438
- Total expenses
- $888,995
- Net increase / (decrease)
- $1,193,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Advisors Inc | ADVISOR | $9,021 | not reported in the loaded dataset |