O'Reilly Hospitality Management, LLC 401(K) Plan — Form 5500 plan (O'Reilly Hospitality Management, 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'Reilly Hospitality Management, LLC 401(K) Plan is a benefit plan reported by O'Reilly Hospitality Management, LLC under EIN 26-3502847 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,671 participants and $8,755,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Reilly Hospitality Management, LLC
- EIN
- 26-3502847
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 1,671
- End-of-year plan assets
- $8,755,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,671 | H, C | 20241015140935NAL0048317168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,755,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,755,694
- Net assets (BOY)
- $5,995,583
Income & contributions
- Employer contributions
- $827,256
- Participant contributions
- $1,328,275
- Total contributions
- $2,561,125
- Total income / additions
- $3,810,794
Expenses & distributions
- Benefits paid
- $904,997
- Administrative expenses
- $145,686
- Total expenses
- $1,050,683
- Net increase / (decrease)
- $2,760,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $87,147 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $41,612 | not reported in the loaded dataset | 2023 |
| Roberts Mckenzie Mangan & Cummings | OTHER | $16,800 | not reported in the loaded dataset | 2023 |
| State Farm Fire & Casualty Company | OTHER | $127 | not reported in the loaded dataset | 2023 |
| State Auto Property & Casualty Insu | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Reilly Hospitality Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Roberts Mckenzie Mangan & Cummings — Schedule C compensation
- State Farm Fire & Casualty Company — Schedule C compensation
- State Auto Property & Casualty Insu — Schedule C compensation