Oak Leaf Management Employee 401(K) Plan — Form 5500 plan (Oak Leaf Management Company, 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, Oak Leaf Management Employee 401(K) Plan is a benefit plan reported by Oak Leaf Management Company, Inc. under EIN 74-1728779 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $6,205,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Leaf Management Company, Inc.
- EIN
- 74-1728779
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $6,205,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241008112158NAL0029655552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,205,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,205,292
- Net assets (BOY)
- $6,067,479
Income & contributions
- Employer contributions
- $158,182
- Participant contributions
- $315,492
- Total contributions
- $483,043
- Total income / additions
- $1,266,995
Expenses & distributions
- Benefits paid
- $1,098,563
- Administrative expenses
- $20,267
- Total expenses
- $1,129,182
- Net increase / (decrease)
- $137,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mbg Retirement Inc | INVESTMENT ADVISOR | $15,283 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,277 | $0 | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $307 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak Leaf Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Mbg Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation