Ogle, Worm & Travis, Pllp 401(K) Profit Sharing Plan — Form 5500 plan (Ogle, Worm & Travis, Pllp)
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, Ogle, Worm & Travis, Pllp 401(K) Profit Sharing Plan is a benefit plan reported by Ogle, Worm & Travis, Pllp under EIN 81-6061875 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $1,554,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ogle, Worm & Travis, Pllp
- EIN
- 81-6061875
- Plan number
- 002
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,554,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240415160110NAL0001661715002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,554,200
- Net assets (EOY)
- $1,554,200
- Net assets (BOY)
- $1,489,621
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $113,340
Expenses & distributions
- Benefits paid
- $43,119
- Administrative expenses
- $5,642
- Total expenses
- $48,761
- Net increase / (decrease)
- $64,579
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.