Ocd Tech, LLC — Form 5500 plan (Ocd Tech, 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, Ocd Tech, LLC is a benefit plan reported by Ocd Tech, LLC under EIN 87-3935231 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $17,418,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocd Tech, LLC
EIN
87-3935231
Plan number
001
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
199
End-of-year plan assets
$17,418,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241009134943NAL0010693043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,418,950
Total liabilities (EOY)
$0
Net assets (EOY)
$17,418,950
Net assets (BOY)
$23,525,522

Income & contributions

Employer contributions
$125,552
Participant contributions
$367,458
Total contributions
$495,157
Total income / additions
$4,096,854

Expenses & distributions

Benefits paid
$10,187,735
Administrative expenses
$15,691
Total expenses
$10,203,426
Net increase / (decrease)
-$6,106,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$32,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$16,309$02023

Related Form 5500 pages