Oracle Financial Services Software Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Oracle Financial Services Software, Inc.)
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, Oracle Financial Services Software Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Oracle Financial Services Software, Inc. under EIN 13-4200183 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $81,412,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oracle Financial Services Software, Inc.
- EIN
- 13-4200183
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgewater, NJ
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $81,412,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241008102458NAL0017398433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,412,438
- Net assets (EOY)
- $81,412,438
- Net assets (BOY)
- $66,782,758
Income & contributions
- Employer contributions
- $1,677,024
- Participant contributions
- $4,004,991
- Total contributions
- $5,696,751
- Total income / additions
- $19,520,874
Expenses & distributions
- Benefits paid
- $4,642,124
- Administrative expenses
- $225,071
- Total expenses
- $4,891,194
- Net increase / (decrease)
- $14,629,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $96,696 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $86,375 | not reported in the loaded dataset | 2023 |
| Sax Accounting | AUDIT | $42,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oracle Financial Services Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bridgewater, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Sax Accounting — Schedule C compensation