Oteam Investments, Inc. Retirement Plan — Form 5500 plan (Oteam Investments, 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, Oteam Investments, Inc. Retirement Plan is a benefit plan reported by Oteam Investments, Inc. under EIN 82-3296155 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oteam Investments, Inc.
EIN
82-3296155
Plan number
001
Plan type
2
Location
Steamboat Springs, CO
Latest filing year
2023
Participants
2
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240412115041NAL0002220929001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$23,000

Income & contributions

Total income / additions
$16

Expenses & distributions

Benefits paid
$23,016
Total expenses
$23,016
Net increase / (decrease)
-$23,000

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages