Otj Architects, Inc. Employee Stock Ownership Plan — 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. Employee Stock Ownership Plan is a benefit plan reported by Otj Architects Inc under EIN 52-1698957 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $3,851,500 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$10.1MPlan net assets, end of year-$10,135,530
Participants147Covered participants reported
Assets / participant$26.2KComputed: assets ÷ participants$26,201 (computed)
Provider compensationNone reported
Plan sponsor
Otj Architects Inc
EIN
52-1698957
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H20240918131530NAL0009599730001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.9M total assets
Net assets-$10.1MLiabilities$14M
Money in vs. money out
Total income / additions$966.2K
Total expenses$401.8K
Benefits paid / distributions$3.7K
Contributions
Employer$766.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,851,500
Total liabilities (EOY)
$13,987,030
Net assets (EOY)
-$10,135,530
Net assets (BOY)
-$10,699,854

Income & contributions

Employer contributions
$766,172
Total contributions
$766,172
Total income / additions
$966,172

Expenses & distributions

Benefits paid
$3,671
Administrative expenses
$0
Total expenses
$401,848
Net increase / (decrease)
$564,324
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages