Owl Cyber Defense Solutions, LLC Retirement Plan — Form 5500 plan (Owl Cyber Defense Solutions, 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, Owl Cyber Defense Solutions, LLC Retirement Plan is a benefit plan reported by Owl Cyber Defense Solutions, LLC under EIN 52-2195633 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $21,272,477 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.3MPlan net assets, end of year$21,272,477
Participants248Covered participants reported
Assets / participant$85.8KComputed: assets ÷ participants$85,776 (computed)
Provider compensation$86.2K3 Schedule C provider row(s)$86,217
- Plan sponsor
- Owl Cyber Defense Solutions, LLC
- EIN
- 52-2195633
- Plan number
- 001
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241011151040NAL0022166177001 |
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)$21.3M total assets
Net assets$21.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,272,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,272,477
- Net assets (BOY)
- $18,326,998
Income & contributions
- Employer contributions
- $730,500
- Participant contributions
- $2,066,723
- Total contributions
- $3,045,468
- Total income / additions
- $6,507,481
Expenses & distributions
- Benefits paid
- $3,445,589
- Administrative expenses
- $86,217
- Total expenses
- $3,562,002
- Net increase / (decrease)
- $2,945,479
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.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kelly Financial Advisors, LLC | ADVISOR | $60,140 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $14,387 | not reported in the loaded dataset | 2023 |
| Millennium Investment And Retiremen | INVESTMENT MANAGER | $11,690 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Owl Cyber Defense Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Kelly Financial Advisors, LLC — Schedule C compensation
- Professional Capital Services, LLC — Schedule C compensation
- Millennium Investment And Retiremen — Schedule C compensation