On Site Management 401(K) Retirement Plan — Form 5500 plan (On Site Management, 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, On Site Management 401(K) Retirement Plan is a benefit plan reported by On Site Management, Inc. under EIN 81-0445392 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $17,516,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- On Site Management, Inc.
- EIN
- 81-0445392
- Plan number
- 002
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $17,516,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240926140151NAL0001374608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,516,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,516,708
- Net assets (BOY)
- $14,222,204
Income & contributions
- Employer contributions
- $573,844
- Participant contributions
- $864,441
- Total contributions
- $1,438,285
- Total income / additions
- $3,850,568
Expenses & distributions
- Benefits paid
- $482,580
- Administrative expenses
- $73,484
- Total expenses
- $556,064
- Net increase / (decrease)
- $3,294,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,224 | not reported in the loaded dataset | 2023 |
| Sannah M Brandt LLC Dba Upa | CONTRACT ADMIN | $15,015 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $13,285 | $0 | 2023 |
| Alborn Uithoven Riekenberg | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,960 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | OTHER | $4 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for On Site Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Lpl Financial — Schedule C compensation
- Sannah M Brandt LLC Dba Upa — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Alborn Uithoven Riekenberg — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation