2023 Form 5500 filing — Occ 401(K) Retirement Plan & Trust
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 20250924145402NAL0003089843001) for Occ 401(K) Retirement Plan & Trust, reported by Olivier Cheng Catering And Event under EIN 01-0661561 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250924145402NAL0003089843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Olivier Cheng Catering And Event
- EIN
- 01-0661561
- Plan number
- 001
- Location
- New York, NY
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,331,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,331,153
- Participant contributions
- $247,044
- Total income / additions
- $462,212
- Benefits paid
- $217,259
- Administrative expenses
- $18,898
- Total expenses
- $237,472
- Net increase / (decrease)
- $224,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $12,826 | $0 |
| Rmr Wealth Builders Inc | INVESTMENT/FINANCIAL ADVI | $6,071 | $0 |