Ojo Caliente Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ojo Caliente Holdings, 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, Ojo Caliente Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ojo Caliente Holdings, Inc. under EIN 56-2569409 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $2,916,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ojo Caliente Holdings, Inc.
- EIN
- 56-2569409
- Plan number
- 002
- Plan type
- 2
- Location
- Ojo Caliente, NM
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $2,916,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241015144305NAL0014869971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,916,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,916,358
- Net assets (BOY)
- $2,296,760
Income & contributions
- Employer contributions
- $146,869
- Participant contributions
- $293,738
- Total contributions
- $442,224
- Total income / additions
- $871,487
Expenses & distributions
- Benefits paid
- $201,571
- Administrative expenses
- $50,318
- Total expenses
- $251,889
- Net increase / (decrease)
- $619,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Planning Consultants, Inc. | TPA | $22,023 | $0 | 2023 |
| Wright, Moore, Dehart, Dupuis & | AUDITOR | $20,650 | not reported in the loaded dataset | 2023 |
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT ADVISOR | $7,645 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ojo Caliente Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Ojo Caliente, NM
- Pension Planning Consultants, Inc. — Schedule C compensation
- Wright, Moore, Dehart, Dupuis & — Schedule C compensation
- Merrill Lynch,Pierce,Fenner & Smith — Schedule C compensation