2023 Form 5500 filing — On The Spot Management 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418150952NAL0005972384001) for On The Spot Management 401(K) Plan, reported by On The Spot Management, LLC under EIN 47-4690446 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240418150952NAL0005972384001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- On The Spot Management, LLC
- EIN
- 47-4690446
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,154,859
- Total liabilities (EOY)
- $13,892
- Net assets (EOY)
- $25,140,967
- Employer contributions
- $1,258,476
- Participant contributions
- $3,096,753
- Total income / additions
- $8,563,493
- Benefits paid
- $1,547,868
- Administrative expenses
- $58,090
- Total expenses
- $1,634,475
- Net increase / (decrease)
- $6,929,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $55,405 | $0 |
| Frost Bank | INVESTMENT ADVISOR | $50,120 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $595 | not reported in the loaded dataset |