Opta Group LLC 401(K) Plan — Form 5500 plan (Opta Group Lp)
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, Opta Group LLC 401(K) Plan is a benefit plan reported by Opta Group Lp under EIN 82-2687965 and plan number 004. The latest loaded filing year is 2023. The filing reports 329 participants and $27,304,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opta Group Lp
- EIN
- 82-2687965
- Plan number
- 004
- Plan type
- 2
- Location
- New Kensington, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $27,304,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20240926080726NAL0000361393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,304,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,304,964
- Net assets (BOY)
- $25,910,947
Income & contributions
- Employer contributions
- $906,962
- Participant contributions
- $1,323,864
- Total contributions
- $2,281,368
- Total income / additions
- $5,784,431
Expenses & distributions
- Benefits paid
- $4,322,296
- Administrative expenses
- $83,118
- Total expenses
- $4,390,414
- Net increase / (decrease)
- $1,394,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $39,715 | $0 | 2023 |
| Commonwealth Financial Network | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,403 | not reported in the loaded dataset | 2023 |