Ocean Properties Ltd. 401(K) Plan — Form 5500 plan (Ocean Properties Ltd.)
Plain-English plan 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, Ocean Properties Ltd. 401(K) Plan is a benefit plan reported by Ocean Properties Ltd. under EIN 01-0333103 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,984 participants and $35,375,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocean Properties Ltd.
- EIN
- 01-0333103
- Plan number
- 007
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 3,984
- End-of-year plan assets
- $35,375,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,984 | H, C | 20240926082716NAL0000781458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,375,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,375,946
- Net assets (BOY)
- $28,224,393
Income & contributions
- Employer contributions
- $721,634
- Participant contributions
- $3,695,983
- Total contributions
- $4,417,617
- Total income / additions
- $9,174,246
Expenses & distributions
- Benefits paid
- $1,893,060
- Administrative expenses
- $128,900
- Total expenses
- $2,022,693
- Net increase / (decrease)
- $7,151,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $78,588 | $0 | 2023 |
| Linsco/Private Ledger Corp | BROKER/ADVISER | $0 | $54,105 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocean Properties Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Empower Annuity Ins Co Of America — Schedule C compensation
- Linsco/Private Ledger Corp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation