Outdoorsy Holdings, Inc. 401(K) Plan — Form 5500 plan (Outdoorsy Holdings, 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, Outdoorsy Holdings, Inc. 401(K) Plan is a benefit plan reported by Outdoorsy Holdings, Inc. under EIN 85-0558661 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $3,517,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outdoorsy Holdings, Inc.
- EIN
- 85-0558661
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $3,517,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241015133224NAL0016498579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,517,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,517,164
- Net assets (BOY)
- $2,137,176
Income & contributions
- Employer contributions
- $143,231
- Participant contributions
- $930,245
- Total contributions
- $1,398,358
- Total income / additions
- $1,910,758
Expenses & distributions
- Benefits paid
- $493,807
- Administrative expenses
- $36,963
- Total expenses
- $530,770
- Net increase / (decrease)
- $1,379,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $24,046 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISORY-PLAN | $13,408 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services, In | RECORDKEEPER | $2,650 | $277 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Outdoorsy Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Transamerica Life Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Economic Group Pension Services, In — Schedule C compensation