Plan5500

Oceana, Inc. Retirement Plan — Form 5500 plan (Oceana, 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, Oceana, Inc. Retirement Plan is a benefit plan reported by Oceana, Inc. under EIN 51-0401308 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $33,761,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oceana, Inc.
EIN
51-0401308
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
243
End-of-year plan assets
$33,761,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241010144814NAL0020363345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,761,027
Total liabilities (EOY)
$2,708
Net assets (EOY)
$33,758,319
Net assets (BOY)
$26,640,671

Income & contributions

Employer contributions
$1,604,363
Participant contributions
$1,204,940
Total contributions
$3,202,790
Total income / additions
$8,231,016

Expenses & distributions

Benefits paid
$1,025,167
Administrative expenses
$88,201
Total expenses
$1,113,368
Net increase / (decrease)
$7,117,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$95,092not reported in the loaded dataset2023
Creative Planning, Inc.INVESTMENT ADVISORYnot reported in the loaded dataset$32,5002023
Aprio LlpPLAN ACCOUNTANTnot reported in the loaded dataset$19,8052023

Related Form 5500 pages