Ocean Heart Group, LLC Cash Balance Plan — Form 5500 plan (Ocean Heart Group, 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, Ocean Heart Group, LLC Cash Balance Plan is a benefit plan reported by Ocean Heart Group, LLC under EIN 27-2302952 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $1,997,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocean Heart Group, LLC
- EIN
- 27-2302952
- Plan number
- 002
- Plan type
- 2
- Location
- Brick, NJ
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $1,997,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20250625113201NAL0007757169001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,997,030
- Net assets (EOY)
- $1,997,030
- Net assets (BOY)
- $1,617,547
Income & contributions
- Employer contributions
- $203,251
- Participant contributions
- $0
- Total income / additions
- $414,658
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $35,175
- Net increase / (decrease)
- $379,483
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.