One Life Financial Group Individual 401(K) Plan — Form 5500 plan (Nguyen Management, 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, One Life Financial Group Individual 401(K) Plan is a benefit plan reported by Nguyen Management, Inc under EIN 46-4223110 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $309,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nguyen Management, Inc
EIN
46-4223110
Plan number
001
Plan type
2
Location
Sherwood, OR
Latest filing year
2023
Participants
1
End-of-year plan assets
$309,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240913181132NAL0010280113002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$309,133
Net assets (EOY)
$309,133
Net assets (BOY)
$212,221

Income & contributions

Employer contributions
$15,000
Participant contributions
$4,700
Total income / additions
$96,912

Expenses & distributions

Net increase / (decrease)
$96,912

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages