Rick O'Hara & Associates, Inc. 401(K) Safe Harbor Profit Sharing Plan — Form 5500 plan (Rick O'Hara & Associates, Inc.)
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, Rick O'Hara & Associates, Inc. 401(K) Safe Harbor Profit Sharing Plan is a benefit plan reported by Rick O'Hara & Associates, Inc. under EIN 95-3865511 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $9,324,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rick O'Hara & Associates, Inc.
- EIN
- 95-3865511
- Plan number
- 003
- Plan type
- 2
- Location
- Moorpark, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $9,324,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240314125934NAL0045403920001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,324,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,324,213
- Net assets (BOY)
- $9,037,349
Income & contributions
- Employer contributions
- $643
- Participant contributions
- $0
- Total income / additions
- $605,782
Expenses & distributions
- Benefits paid
- $294,579
- Administrative expenses
- $0
- Total expenses
- $318,918
- Net increase / (decrease)
- $286,864
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.