2023 Form 5500 filing — On Lok 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 20241014190112NAL0026986433001) for On Lok Retirement Savings Plan, reported by On Lok Inc. under EIN 94-3101464 and plan number 001. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190112NAL0026986433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- On Lok Inc.
- EIN
- 94-3101464
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,307,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,307,439
- Employer contributions
- $2,508,646
- Participant contributions
- $8,639,200
- Total income / additions
- $25,045,617
- Benefits paid
- $7,192,684
- Administrative expenses
- $176,934
- Total expenses
- $7,369,618
- Net increase / (decrease)
- $17,675,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $176,934 | $0 |
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $50,000 |