2023 Form 5500 filing — On The Border 401(K) 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 20241014101453NAL0025900609001) for On The Border 401(K) Savings Plan, reported by Otb Acquisition LLC under EIN 27-2118500 and plan number 001. It reports 2,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101453NAL0025900609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otb Acquisition LLC
- EIN
- 27-2118500
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 2,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,645,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,645,056
- Employer contributions
- $758,052
- Participant contributions
- $880,664
- Total income / additions
- $3,453,139
- Benefits paid
- $4,227,223
- Administrative expenses
- $102,458
- Total expenses
- $4,329,681
- Net increase / (decrease)
- -$876,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Otb Acquisition LLC | SERVICE PROVIDER | $50,123 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $18,068 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,174 | $0 |
| Economic Group Pension Services | TPA | $11,555 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $10,773 | not reported in the loaded dataset |