Oneida Innovations Group, LLC 401(K) Plan — Form 5500 plan (Oneida Innovations Group, 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, Oneida Innovations Group, LLC 401(K) Plan is a benefit plan reported by Oneida Innovations Group, LLC under EIN 87-3795194 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $12,609,079 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,609,079
Participants155Covered participants reported
Assets / participant$81.3KComputed: assets ÷ participants$81,349 (computed)
Provider compensation$1.7K1 Schedule C provider row(s)$1,699
Plan sponsor
Oneida Innovations Group, LLC
EIN
87-3795194
Plan number
001
Plan type
2
Location
Oneida, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241014154116NAL0013556003001
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$340.7K
Benefits paid / distributions$315.4K
Contributions
Employer$372.5K
Participant$953.8K
Full reported line items

Net assets

Total assets (EOY)
$12,609,079
Total liabilities (EOY)
$0
Net assets (EOY)
$12,609,079
Net assets (BOY)
$9,530,314

Income & contributions

Employer contributions
$372,506
Participant contributions
$953,803
Total contributions
$1,378,441
Total income / additions
$3,419,434

Expenses & distributions

Benefits paid
$315,384
Administrative expenses
$3,330
Total expenses
$340,669
Net increase / (decrease)
$3,078,765
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,699$02023

Related Form 5500 pages