Opterra Solutions, Inc. 401(K) — Form 5500 plan (Opterra Solutions, 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, Opterra Solutions, Inc. 401(K) is a benefit plan reported by Opterra Solutions, Inc. under EIN 57-0851059 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $8,833,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opterra Solutions, Inc.
- EIN
- 57-0851059
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, SC
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $8,833,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20240815105528NAL0007193907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,833,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,833,168
- Net assets (BOY)
- $6,569,921
Income & contributions
- Employer contributions
- $343,651
- Participant contributions
- $901,646
- Total contributions
- $1,288,482
- Total income / additions
- $2,566,611
Expenses & distributions
- Benefits paid
- $259,035
- Administrative expenses
- $43,554
- Total expenses
- $303,364
- Net increase / (decrease)
- $2,263,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,419 | $0 | 2023 |
| Synovus Trust Company, N.A. | INVESTMENT ADVISOR | $16,628 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,507 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opterra Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Lexington, SC
- Fidelity Investments Institutional — Schedule C compensation
- Synovus Trust Company, N.A. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation