2023 Form 5500 filing — Oscar De La Renta, LLC 401k 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 20241212161352NAL0012740865001) for Oscar De La Renta, LLC 401k Plan, reported by Oscar De La Renta, LLC under EIN 80-0617350 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212161352NAL0012740865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oscar De La Renta, LLC
- EIN
- 80-0617350
- Plan number
- 002
- Location
- New York, NY
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,901,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,901,459
- Participant contributions
- $746,610
- Total income / additions
- $2,638,278
- Benefits paid
- $1,488,162
- Administrative expenses
- $6,174
- Total expenses
- $1,494,336
- Net increase / (decrease)
- $1,143,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $23,789 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $5,887 | $0 |