Oakdale Seniors Alliance, LLC 401(K) Plan — Form 5500 plan (Oakdale Seniors Alliance, 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, Oakdale Seniors Alliance, LLC 401(K) Plan is a benefit plan reported by Oakdale Seniors Alliance, LLC under EIN 88-2972429 and plan number 001. The latest loaded filing year is 2023. The filing reports 777 participants and $1,259,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakdale Seniors Alliance, LLC
- EIN
- 88-2972429
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $1,259,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20251205135058NAL0001890051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,259,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,259,048
- Net assets (BOY)
- $583,945
Income & contributions
- Employer contributions
- $157,483
- Participant contributions
- $479,111
- Total contributions
- $685,178
- Total income / additions
- $810,455
Expenses & distributions
- Benefits paid
- $105,704
- Administrative expenses
- $29,648
- Total expenses
- $135,352
- Net increase / (decrease)
- $675,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $14,417 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER / TPA | $10,512 | $0 | 2023 |
| Kelly Compton Investments LLC | INVESTMENT ADVISORY-PLAN | $4,285 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISORY-PLAN | $434 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakdale Seniors Alliance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Chattanooga, TN
- John Hancock Life Insurance Company — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Kelly Compton Investments LLC — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation