Ogle School Management LLC 401(K) Plan — Form 5500 plan (Ogle School Management 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, Ogle School Management LLC 401(K) Plan is a benefit plan reported by Ogle School Management LLC under EIN 47-1863443 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $2,722,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ogle School Management LLC
- EIN
- 47-1863443
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $2,722,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20240918053210NAL0003889089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,722,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,722,754
- Net assets (BOY)
- $1,987,497
Income & contributions
- Participant contributions
- $472,553
- Total contributions
- $586,987
- Total income / additions
- $979,523
Expenses & distributions
- Benefits paid
- $229,120
- Administrative expenses
- $10,843
- Total expenses
- $244,266
- Net increase / (decrease)
- $735,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,140 | $8,413 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,702 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |