2023 Form 5500 filing — Obhg 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 20250508133310NAL0018080336001) for Obhg 401(K) Plan, reported by Obhg Management Services, LLC under EIN 80-0950275 and plan number 002. It reports 1,705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508133310NAL0018080336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Obhg Management Services, LLC
- EIN
- 80-0950275
- Plan number
- 002
- Location
- Greenville, SC
- Participants
- 1,705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,079,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,079,503
- Participant contributions
- $13,881,795
- Total income / additions
- $28,683,866
- Benefits paid
- $8,406,483
- Administrative expenses
- $46,602
- Total expenses
- $8,473,819
- Net increase / (decrease)
- $20,210,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services, LLC | BROKER/DEALER | $0 | $90,318 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $33,584 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $33,338 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $13,264 | not reported in the loaded dataset |