Ons Savings Plan — Form 5500 plan (Ons Mso, LLC)

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, Ons Savings Plan is a benefit plan reported by Ons Mso, LLC under EIN 84-1758967 and plan number 005. The latest loaded filing year is 2023. The filing reports 824 participants and $105,210,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ons Mso, LLC
EIN
84-1758967
Plan number
005
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
824
End-of-year plan assets
$105,210,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023824H, C20241015155156NAL0029005073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,210,229
Total liabilities (EOY)
$0
Net assets (EOY)
$105,210,229
Net assets (BOY)
$54,511,672

Income & contributions

Employer contributions
$2,544,076
Participant contributions
$7,481,272
Total contributions
$38,391,413
Total income / additions
$53,007,062

Expenses & distributions

Benefits paid
$2,173,323
Administrative expenses
$51,009
Total expenses
$2,308,505
Net increase / (decrease)
$50,698,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Inc.INVESTMENT MANAGEMENT$75,345not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$9,729not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$34,015$02023

Related Form 5500 pages