2023 Form 5500 filing — Oakdale Seniors Alliance, LLC 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 20251205135058NAL0001890051001) for Oakdale Seniors Alliance, LLC 401(K) Plan, reported by Oakdale Seniors Alliance, LLC under EIN 88-2972429 and plan number 001. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251205135058NAL0001890051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakdale Seniors Alliance, LLC
- EIN
- 88-2972429
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,259,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,259,048
- Employer contributions
- $157,483
- Participant contributions
- $479,111
- Total income / additions
- $810,455
- Benefits paid
- $105,704
- Administrative expenses
- $29,648
- Total expenses
- $135,352
- Net increase / (decrease)
- $675,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $14,417 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER / TPA | $10,512 | $0 |
| Kelly Compton Investments LLC | INVESTMENT ADVISORY-PLAN | $4,285 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISORY-PLAN | $434 | not reported in the loaded dataset |