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, Owl Companies 401(K) Plan is a benefit plan reported by Owl Companies under EIN 95-1073804 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,455 participants and $28,161,562 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,161,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,161,562
- Net assets (BOY)
- $25,265,524
Income & contributions
- Employer contributions
- $3,274,752
- Participant contributions
- $1,231,941
- Total contributions
- $4,814,452
- Total income / additions
- $8,567,799
Expenses & distributions
- Benefits paid
- $5,545,526
- Administrative expenses
- $116,758
- Total expenses
- $5,671,761
- Net increase / (decrease)
- $2,896,038