2023 Form 5500 filing — Onc 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 20241014142533NAL0052663218001) for Onc 401(K) Plan, reported by Ouzinkie Native Corporation under EIN 92-0045331 and plan number 001. It reports 2,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142533NAL0052663218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ouzinkie Native Corporation
- EIN
- 92-0045331
- Plan number
- 001
- Location
- Anchorage, AK
- Participants
- 2,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,833,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,833,804
- Employer contributions
- $1,762,444
- Participant contributions
- $4,017,273
- Total income / additions
- $10,911,270
- Benefits paid
- $2,920,243
- Administrative expenses
- $94,586
- Total expenses
- $3,263,440
- Net increase / (decrease)
- $7,647,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $53,292 | $0 |
| Collaborative Wealth Management Inc | INVESTMENT ADVISOR | $39,605 | $0 |
| Bates & Company Inc | CONTRACT ADMIN | $18,075 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,137 | $0 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $4,920 | $0 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $0 | $0 |