On The Border 401(K) Savings Plan — Form 5500 plan (Otb Acquisition 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, On The Border 401(K) Savings Plan is a benefit plan reported by Otb Acquisition LLC under EIN 27-2118500 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,440 participants and $12,645,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otb Acquisition LLC
- EIN
- 27-2118500
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 2,440
- End-of-year plan assets
- $12,645,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,440 | H, C | 20241014101453NAL0025900609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,645,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,645,056
- Net assets (BOY)
- $13,521,598
Income & contributions
- Employer contributions
- $758,052
- Participant contributions
- $880,664
- Total contributions
- $1,662,807
- Total income / additions
- $3,453,139
Expenses & distributions
- Benefits paid
- $4,227,223
- Administrative expenses
- $102,458
- Total expenses
- $4,329,681
- Net increase / (decrease)
- -$876,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Otb Acquisition LLC | SERVICE PROVIDER | $50,123 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $18,068 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,174 | $0 | 2023 |
| Economic Group Pension Services | TPA | $11,555 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $10,773 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otb Acquisition LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Otb Acquisition LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation