Occ 401(K) Retirement Plan & Trust — Form 5500 plan (Olivier Cheng Catering And Event)
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, Occ 401(K) Retirement Plan & Trust is a benefit plan reported by Olivier Cheng Catering And Event under EIN 01-0661561 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $1,331,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olivier Cheng Catering And Event
- EIN
- 01-0661561
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $1,331,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20250924145402NAL0003089843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,331,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,331,153
- Net assets (BOY)
- $1,106,413
Income & contributions
- Participant contributions
- $247,044
- Total contributions
- $247,044
- Total income / additions
- $462,212
Expenses & distributions
- Benefits paid
- $217,259
- Administrative expenses
- $18,898
- Total expenses
- $237,472
- Net increase / (decrease)
- $224,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $12,826 | $0 | 2023 |
| Rmr Wealth Builders Inc | INVESTMENT/FINANCIAL ADVI | $6,071 | $0 | 2023 |