Obsidian Solutions Group 401(K) Plan — Form 5500 plan (Obsidian Solutions 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, Obsidian Solutions Group 401(K) Plan is a benefit plan reported by Obsidian Solutions Group LLC under EIN 27-3709520 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $9,414,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Obsidian Solutions Group LLC
- EIN
- 27-3709520
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, VA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $9,414,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241008100540NAL0016431169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,414,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,414,206
- Net assets (BOY)
- $6,741,498
Income & contributions
- Employer contributions
- $724,738
- Participant contributions
- $1,560,778
- Total contributions
- $2,762,482
- Total income / additions
- $4,110,902
Expenses & distributions
- Benefits paid
- $1,396,152
- Administrative expenses
- $33,836
- Total expenses
- $1,438,194
- Net increase / (decrease)
- $2,672,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,836 | $0 | 2023 |
| Osaic Wealth Inc | BROKER/ADVISER | $0 | $15,751 | 2023 |
| Signature Estate Securities Inc | BROKER/ADVISER | $0 | $3,112 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Obsidian Solutions Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fredericksburg, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Signature Estate Securities Inc — Schedule C compensation