2023 Form 5500 filing — Ocean Heart Group, LLC Cash Balance 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 20250625113201NAL0007757169001) for Ocean Heart Group, LLC Cash Balance Plan, reported by Ocean Heart Group, LLC under EIN 27-2302952 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250625113201NAL0007757169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocean Heart Group, LLC
- EIN
- 27-2302952
- Plan number
- 002
- Location
- Brick, NJ
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,997,030
- Net assets (EOY)
- $1,997,030
- Employer contributions
- $203,251
- Participant contributions
- $0
- Total income / additions
- $414,658
- Administrative expenses
- $0
- Total expenses
- $35,175
- Net increase / (decrease)
- $379,483
- Schedule source
- Schedule I