Plan5500

O'Brien Rivamonte Slate & Schulte Pc — 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, O'Brien Rivamonte Slate & Schulte Pc (EIN 38-3270278) is a plan sponsor located in Southfield, MI with 2 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
38-3270278
Location
Southfield, MI
Loaded plans
2
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 O'Brien Rivamonte Slate & Schulte Pc

  • 2 loaded plans hold $4M in reported assets.
  • The largest, O'Brien Rivamonte Slate & Schulte Pc Profit Sharing Plan & Trust, holds 80% of this company's reported plan assets.
  • Plans cover 9 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$4,003,800
Total reported assets$4M$4,003,800
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities—
Contributions & income
Employer contributions$222K
Participant contributions$52.1K
Total income / additions$777.6K
Expenses & distributions
Benefits paid / distributions$30K
Total expenses$30K
Net increase / (decrease)$747.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets80%O'Brien Rivamonte Slate & Schulte Pc Profit Sharing Plan & Trust
Participants per plan5Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    O'Brien Rivamonte Slate & Schulte Pc Profit Sharing Plan & Trust$3.2M
    Plan #002 · 6 participants · 2023
  2. 2
    O'Brien Rivamonte Slate & Schulte Pc Cash Balance Plan$788.9K
    Plan #003 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for O'Brien Rivamonte Slate & Schulte Pc. Open one for its full reported snapshot.

  1. 2023
    O'Brien Rivamonte Slate & Schulte Pc Profit Sharing Plan & Trust6 participants · 2Sch I
    View filing →
  2. 2023
    O'Brien Rivamonte Slate & Schulte Pc Cash Balance Plan3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Brien Rivamonte Slate & Schulte Pc report on Form 5500?
O'Brien Rivamonte Slate & Schulte Pc (EIN 38-3270278) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Brien Rivamonte Slate & Schulte Pc?
The Employer Identification Number (EIN) reported for O'Brien Rivamonte Slate & Schulte Pc is 38-3270278.
What is the latest Form 5500 filing year for O'Brien Rivamonte Slate & Schulte Pc?
The latest loaded Form 5500 filing year for O'Brien Rivamonte Slate & Schulte Pc is 2023.

Related Form 5500 pages