2023 Form 5500 filing — Ojo Caliente Holdings, Inc. 401(K) Profit Sharing 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 20241015144305NAL0014869971001) for Ojo Caliente Holdings, Inc. 401(K) Profit Sharing Plan, reported by Ojo Caliente Holdings, Inc. under EIN 56-2569409 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144305NAL0014869971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ojo Caliente Holdings, Inc.
- EIN
- 56-2569409
- Plan number
- 002
- Location
- Ojo Caliente, NM
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,916,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,916,358
- Employer contributions
- $146,869
- Participant contributions
- $293,738
- Total income / additions
- $871,487
- Benefits paid
- $201,571
- Administrative expenses
- $50,318
- Total expenses
- $251,889
- Net increase / (decrease)
- $619,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Planning Consultants, Inc. | TPA | $22,023 | $0 |
| Wright, Moore, Dehart, Dupuis & | AUDITOR | $20,650 | not reported in the loaded dataset |
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT ADVISOR | $7,645 | $0 |