Otj Architects Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Otj Architects 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, Otj Architects Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Otj Architects Inc under EIN 52-1698957 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $16,064,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otj Architects Inc
- EIN
- 52-1698957
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $16,064,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241003111729NAL0016943440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,064,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,064,928
- Net assets (BOY)
- $11,567,456
Income & contributions
- Employer contributions
- $501,825
- Participant contributions
- $1,548,275
- Total contributions
- $2,938,339
- Total income / additions
- $5,291,837
Expenses & distributions
- Benefits paid
- $748,689
- Administrative expenses
- $45,676
- Total expenses
- $794,365
- Net increase / (decrease)
- $4,497,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, Ll | ADVISOR | $31,725 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $13,927 | not reported in the loaded dataset | 2023 |