2023 Form 5500 filing — Onestream Software 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 20241015193609NAL0029509153001) for Onestream Software 401(K) Plan, reported by Onestream Software LLC under EIN 46-1406778 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193609NAL0029509153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Onestream Software LLC
- EIN
- 46-1406778
- Plan number
- 001
- Location
- Birmingham, MI
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,873,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,873,588
- Employer contributions
- $3,360,623
- Participant contributions
- $13,248,691
- Total income / additions
- $29,377,031
- Benefits paid
- $4,007,779
- Administrative expenses
- $111,913
- Total expenses
- $4,119,692
- Net increase / (decrease)
- $25,257,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,913 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |