Owl Intl.Dba Global — Form 5500 plan (Owl International Dba Global)
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, Owl Intl.Dba Global is a benefit plan reported by Owl International Dba Global under EIN 33-0296831 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $15,854,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owl International Dba Global
- EIN
- 33-0296831
- Plan number
- 001
- Plan type
- 3
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $15,854,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241002150712NAL0008535633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,854,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,854,534
- Net assets (BOY)
- $13,461,316
Income & contributions
- Employer contributions
- $320,456
- Participant contributions
- $976,231
- Total contributions
- $1,348,170
- Total income / additions
- $3,499,964
Expenses & distributions
- Benefits paid
- $1,019,386
- Administrative expenses
- $58,435
- Total expenses
- $1,106,746
- Net increase / (decrease)
- $2,393,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,953 | $0 | 2023 |
| Bfsg LLC | INVESTMENT ADVISORY | $11,481 | not reported in the loaded dataset | 2023 |