Opoc.Us 401(K) Profit Sharing Plan — Form 5500 plan (Echelon Group, LLC, Dba Opoc.Us)

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, Opoc.Us 401(K) Profit Sharing Plan is a benefit plan reported by Echelon Group, LLC, Dba Opoc.Us under EIN 88-0772314 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $6,064,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Echelon Group, LLC, Dba Opoc.Us
EIN
88-0772314
Plan number
001
Plan type
2
Location
Worthington, OH
Latest filing year
2023
Participants
176
End-of-year plan assets
$6,064,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241007110734NAL0031553410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,064,663
Total liabilities (EOY)
$0
Net assets (EOY)
$6,064,663
Net assets (BOY)
$4,710,407

Income & contributions

Employer contributions
$291,395
Participant contributions
$605,264
Total contributions
$947,190
Total income / additions
$1,853,717

Expenses & distributions

Benefits paid
$459,498
Administrative expenses
$11,328
Total expenses
$499,461
Net increase / (decrease)
$1,354,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD KEEPER$1,001$6,7932023
Brady Ware And SchoenfeildACCOUNTING$7,500not reported in the loaded dataset2023
Edward Da SommerINVESTMENT$2,828$3,2582023

Related Form 5500 pages