Ocean Health Initiatives, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ocean Health Initiatives, Inc. (EIN 06-1691342) is a plan sponsor located in Lakewood, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1691342
Location
Lakewood, NJ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ocean Health Initiatives, Inc.

  • 1 loaded plans hold $8M in reported assets.
  • The largest, Ocean Health Initiatives, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 296 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8MSummed across loaded plans$7,972,299
Total reported assets$8M$7,972,299
Total reported participants296
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8M total assets
Net assets$8MLiabilities$0
Contributions & income
Employer contributions$302.6K
Participant contributions$817.1K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$918.3K
Total expenses$1M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ocean Health Initiatives, Inc. 401(K) Plan
Participants per plan296Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 296 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ocean Health Initiatives, Inc.. Open one for its full reported snapshot.

  1. 2023
    Ocean Health Initiatives, Inc. 401(K) Plan296 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ocean Health Initiatives, Inc. report on Form 5500?
Ocean Health Initiatives, Inc. (EIN 06-1691342) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ocean Health Initiatives, Inc.?
The Employer Identification Number (EIN) reported for Ocean Health Initiatives, Inc. is 06-1691342.
What is the latest Form 5500 filing year for Ocean Health Initiatives, Inc.?
The latest loaded Form 5500 filing year for Ocean Health Initiatives, Inc. is 2023.

Related Form 5500 pages