2023 Form 5500 filing — Omni Logistics 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 20241015194725NAL0017136419001) for Omni Logistics 401(K) Plan, reported by Omni Logistics, LLC under EIN 76-0653725 and plan number 002. It reports 2,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194725NAL0017136419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omni Logistics, LLC
- EIN
- 76-0653725
- Plan number
- 002
- Location
- Coppell, TX
- Participants
- 2,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,695,422
- Total liabilities (EOY)
- $95,583
- Net assets (EOY)
- $50,599,839
- Employer contributions
- $303,205
- Participant contributions
- $4,822,561
- Total income / additions
- $12,520,768
- Benefits paid
- $4,927,137
- Administrative expenses
- $183,853
- Total expenses
- $5,196,150
- Net increase / (decrease)
- $7,324,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $151,895 | $0 |
| Lpl Financial | BROKER | $0 | $81,448 |
| Pinnacle Financial Services | SERVICE PROVIDER | $33,783 | $156 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $8,493 | not reported in the loaded dataset |