Plan5500

Ozumo Concepts International, LLC — 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, Ozumo Concepts International, LLC (EIN 94-3358144) is a plan sponsor located in San Francisco, CA with 3 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
94-3358144
Location
San Francisco, CA
Loaded plans
3
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 Ozumo Concepts International, LLC

  • 3 loaded plans hold $121 in reported assets.
  • The largest, Ozumo Concepts International, LLC Health And Welfare Plan 505, holds 100% of this company's reported plan assets.
  • Plans cover 190 reported participants.
  • 3 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$121Summed across loaded plans
Total reported assets$121
Total reported participants190
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$121 total assets
Net assets$121Liabilities—
Contributions & income
Employer contributions$94.7K
Participant contributionsNot reported
Total income / additions$95.6K
Expenses & distributions
Benefits paid / distributions$50.6K
Total expenses$95K
Net increase / (decrease)$524

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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%Ozumo Concepts International, LLC Health And Welfare Plan 505
Participants per plan63Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ozumo Concepts International, LLC Health And Welfare Plan 505$121
    Plan #505 · 83 participants · 2023
  2. 2
    Ozumo Concepts International, LLC Health And Welfare Plan 506$0
    Plan #506 · 93 participants · 2023
  3. 3
    Ozumo Concepts International, LLC Health And Welfare Plan 507$0
    Plan #507 · 14 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 Ozumo Concepts International, LLC. Open one for its full reported snapshot.

  1. 2023
    Ozumo Concepts International, LLC Health And Welfare Plan 50583 participants · 2Sch I
    View filing →
  2. 2023
    Ozumo Concepts International, LLC Health And Welfare Plan 50693 participants · 2Sch I
    View filing →
  3. 2023
    Ozumo Concepts International, LLC Health And Welfare Plan 50714 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ozumo Concepts International, LLC report on Form 5500?
Ozumo Concepts International, LLC (EIN 94-3358144) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ozumo Concepts International, LLC?
The Employer Identification Number (EIN) reported for Ozumo Concepts International, LLC is 94-3358144.
What is the latest Form 5500 filing year for Ozumo Concepts International, LLC?
The latest loaded Form 5500 filing year for Ozumo Concepts International, LLC is 2023.

Related Form 5500 pages