Opsec Security Retirement Plan — Form 5500 plan (Opsec Security, 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, Opsec Security Retirement Plan is a benefit plan reported by Opsec Security, Inc. under EIN 84-1458633 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $25,025,578 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25MPlan net assets, end of year$25,025,578
Participants499Covered participants reported
Assets / participant$50.2KComputed: assets ÷ participants$50,151 (computed)
Provider compensation$81.2K2 Schedule C provider row(s)$81,201
Plan sponsor
Opsec Security, Inc.
EIN
84-1458633
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20241014091029NAL0013041507001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$923.8K
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$25,025,578
Total liabilities (EOY)
$0
Net assets (EOY)
$25,025,578
Net assets (BOY)
$22,474,995

Income & contributions

Employer contributions
$923,792
Participant contributions
$1,999,484
Total contributions
$2,968,746
Total income / additions
$5,803,616

Expenses & distributions

Benefits paid
$3,162,702
Administrative expenses
$81,201
Total expenses
$3,253,033
Net increase / (decrease)
$2,550,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$62,447$02023
Commonwealth Financial NetworkSERVICE PROVIDER$18,754not reported in the loaded dataset2023

Related Form 5500 pages