Omni Affiliates 401(K) Plan — Form 5500 plan (Omni New York 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, Omni Affiliates 401(K) Plan is a benefit plan reported by Omni New York LLC under EIN 20-1149846 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $53 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omni New York LLC
EIN
20-1149846
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
444
End-of-year plan assets
$53

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20241014102529NAL0044143728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53
Net assets (EOY)
$53
Net assets (BOY)
$6,716,899

Income & contributions

Employer contributions
$68,063
Participant contributions
$532,138
Total contributions
$642,459
Total income / additions
$1,277,687

Expenses & distributions

Benefits paid
$7,859,598
Administrative expenses
$134,935
Total expenses
$7,994,533
Net increase / (decrease)
-$6,716,846

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Insurance Services, Inc.CONTRACT ADMIN$69,170$7,0032023
Advised Assets Group, LLCRECORDKEEPER$50,148$02023
Empower Advisory Group, LLCINVESTMENT MGMT$16,867$02023

Related Form 5500 pages