Oncue 401(K) Retirement Plan — Form 5500 plan (Oncue Marketing, 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, Oncue 401(K) Retirement Plan is a benefit plan reported by Oncue Marketing, LLC under EIN 51-0506869 and plan number 001. The latest loaded filing year is 2023. The filing reports 937 participants and $4,854,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oncue Marketing, LLC
- EIN
- 51-0506869
- Plan number
- 001
- Plan type
- 2
- Location
- Stillwater, OK
- Latest filing year
- 2023
- Participants
- 937
- End-of-year plan assets
- $4,854,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 937 | H, C | 20241008161909NAL0017967905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,854,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,854,378
- Net assets (BOY)
- $3,164,916
Income & contributions
- Employer contributions
- $313,777
- Participant contributions
- $988,330
- Total contributions
- $1,347,940
- Total income / additions
- $1,999,533
Expenses & distributions
- Benefits paid
- $175,654
- Administrative expenses
- $70,292
- Total expenses
- $310,071
- Net increase / (decrease)
- $1,689,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $48,006 | $0 | 2023 |
| Northwestern Mutual | BROKER/ADVISER | $9,272 | $5,577 | 2023 |
| Map Retirement | CONTRACT ADMIN | $5,407 | $3,854 | 2023 |
| Empower Avisory Group, LLC | INVESTMENT MGMT | $7,607 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oncue Marketing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Stillwater, OK
- Empower Annuity Insurance Co — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Map Retirement — Schedule C compensation
- Empower Avisory Group, LLC — Schedule C compensation