How many benefit plans does Salas O'Brien, Inc. report on Form 5500?

Salas O'Brien, Inc. (EIN 95-2037468) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Salas O'Brien, Inc.?

The Employer Identification Number (EIN) reported for Salas O'Brien, Inc. is 95-2037468.

What is the latest Form 5500 filing year for Salas O'Brien, Inc.?

The latest loaded Form 5500 filing year for Salas O'Brien, Inc. is 2023.

Salas O'Brien, 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, Salas O'Brien, Inc. (EIN 95-2037468) is a plan sponsor located in Irvine, CA 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: 95-2037468
Location: Irvine, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $408,554,012
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $408,554,012

Contributions & income

Employer contributions: $8,122,299
Participant contributions: $16,179,977
Total income / additions: $148,931,694

Expenses & distributions

Benefits paid / distributions: $15,948,603
Total expenses: $16,443,662
Net increase / (decrease): $132,488,032

Coverage

Total reported participants: 2,967
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Salas O'Brien, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Salas O'Brien Retirement Plan	002	2,111	$408,554,012	2023
Salas O'Brien Health And Welfare Plan	501	856	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Salas O'Brien, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Salas O'Brien Health And Welfare Plan	856	—	20240923174037NAL0006828435001
2023	Salas O'Brien Retirement Plan	2,111	H, C	20241015131635NAL0028542305001