Oak Point Associates 401(K) Plan — Form 5500 plan (Oak Point Associates)
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, Oak Point Associates 401(K) Plan is a benefit plan reported by Oak Point Associates under EIN 01-0365316 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $25,475,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Point Associates
- EIN
- 01-0365316
- Plan number
- 001
- Plan type
- 2
- Location
- Biddeford, ME
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $25,475,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20240903064511NAL0040875794001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $25,475,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,475,911
- Net assets (BOY)
- $20,207,430
Income & contributions
- Employer contributions
- $245,077
- Participant contributions
- $711,609
- Total income / additions
- $5,695,641
Expenses & distributions
- Benefits paid
- $425,148
- Administrative expenses
- $2,012
- Total expenses
- $427,160
- Net increase / (decrease)
- $5,268,481
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.