O'Hagan Meyer LLC 401(K) Retirement Plan — Form 5500 plan (O'Hagan Meyer LLC)
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, O'Hagan Meyer LLC 401(K) Retirement Plan is a benefit plan reported by O'Hagan Meyer LLC under EIN 16-1759832 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $23,497,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Hagan Meyer LLC
- EIN
- 16-1759832
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $23,497,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20241014134829NAL0027462417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,497,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,497,280
- Net assets (BOY)
- $15,413,355
Income & contributions
- Employer contributions
- $1,542,145
- Participant contributions
- $2,325,587
- Total contributions
- $5,478,214
- Total income / additions
- $9,149,749
Expenses & distributions
- Benefits paid
- $988,296
- Administrative expenses
- $77,528
- Total expenses
- $1,065,824
- Net increase / (decrease)
- $8,083,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Bank | NONE | $77,528 | not reported in the loaded dataset | 2023 |