Omega Morgan Holdings Inc. 401(K) Savings Plan — Form 5500 plan (Omega Morgan Holdings Inc.)
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, Omega Morgan Holdings Inc. 401(K) Savings Plan is a benefit plan reported by Omega Morgan Holdings Inc. under EIN 45-3766278 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $15,874,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omega Morgan Holdings Inc.
- EIN
- 45-3766278
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $15,874,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241018094123NAL0064664978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,874,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,874,408
- Net assets (BOY)
- $9,119,064
Income & contributions
- Employer contributions
- $491,449
- Participant contributions
- $1,469,768
- Total contributions
- $4,837,722
- Total income / additions
- $6,991,889
Expenses & distributions
- Benefits paid
- $350,856
- Administrative expenses
- $29,194
- Total expenses
- $400,826
- Net increase / (decrease)
- $6,591,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deschutes Investment Consulting | INVESTMENT/FINANCIAL ADVI | $19,792 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $9,401 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |