Ops Consulting, LLC Employees Savings Trust — Form 5500 plan (Ops Consulting, 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, Ops Consulting, LLC Employees Savings Trust is a benefit plan reported by Ops Consulting, LLC under EIN 52-2194695 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $20,283,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ops Consulting, LLC
- EIN
- 52-2194695
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, MD
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $20,283,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241011111708NAL0021743137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,283,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,283,062
- Net assets (BOY)
- $16,504,832
Income & contributions
- Employer contributions
- $1,396,536
- Participant contributions
- $2,080,999
- Total contributions
- $3,905,588
- Total income / additions
- $7,073,613
Expenses & distributions
- Benefits paid
- $3,200,855
- Administrative expenses
- $83,259
- Total expenses
- $3,295,383
- Net increase / (decrease)
- $3,778,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $27,897 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $24,879 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $15,425 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services | CONTRACT ADMIN | $14,384 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ops Consulting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hanover, MD
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Coastal Pension Services — Schedule C compensation