Oliff Plc Profit Sharing Plan — Form 5500 plan (Oliff Plc)
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, Oliff Plc Profit Sharing Plan is a benefit plan reported by Oliff Plc under EIN 54-1217311 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $82,844,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oliff Plc
- EIN
- 54-1217311
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $82,844,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241011084815NAL0012300051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,844,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,844,553
- Net assets (BOY)
- $71,036,603
Income & contributions
- Employer contributions
- $318,454
- Participant contributions
- $804,736
- Total contributions
- $1,123,190
- Total income / additions
- $15,393,950
Expenses & distributions
- Benefits paid
- $3,460,444
- Administrative expenses
- $125,556
- Total expenses
- $3,586,000
- Net increase / (decrease)
- $11,807,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $111,216 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $11,970 | $0 | 2023 |
| Coastal Pension Services | CONTRACT ADMIN | $2,370 | not reported in the loaded dataset | 2023 |