Omni Logistics 401(K) Plan — Form 5500 plan (Omni Logistics, 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, Omni Logistics 401(K) Plan is a benefit plan reported by Omni Logistics, LLC under EIN 76-0653725 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,259 participants and $50,695,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omni Logistics, LLC
- EIN
- 76-0653725
- Plan number
- 002
- Plan type
- 2
- Location
- Coppell, TX
- Latest filing year
- 2023
- Participants
- 2,259
- End-of-year plan assets
- $50,695,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,259 | H, C | 20241015194725NAL0017136419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,695,422
- Total liabilities (EOY)
- $95,583
- Net assets (EOY)
- $50,599,839
- Net assets (BOY)
- $36,216,399
Income & contributions
- Employer contributions
- $303,205
- Participant contributions
- $4,822,561
- Total contributions
- $5,763,688
- Total income / additions
- $12,520,768
Expenses & distributions
- Benefits paid
- $4,927,137
- Administrative expenses
- $183,853
- Total expenses
- $5,196,150
- Net increase / (decrease)
- $7,324,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $151,895 | $0 | 2023 |
| Lpl Financial | BROKER | $0 | $81,448 | 2023 |
| Pinnacle Financial Services | SERVICE PROVIDER | $33,783 | $156 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $8,493 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omni Logistics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Coppell, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Pinnacle Financial Services — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation