2023 Form 5500 filing — Opensymmetry, LLC Employee Savings Trust

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 20240429095241NAL0006611875001) for Opensymmetry, LLC Employee Savings Trust, reported by Opensymmetry, LLC under EIN 20-1835461 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,443,751
Participants119
Provider compensation$37.5K2 Schedule C row(s)$37,522
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240429095241NAL0006611875001
Plan sponsor
Opensymmetry, LLC
EIN
20-1835461
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$348.1K
Participant$698.6K
Full reported line items
Total assets (EOY)
$6,443,751
Net assets (EOY)
$6,443,751
Employer contributions
$348,094
Participant contributions
$698,645
Total income / additions
$2,048,132
Benefits paid
$1,176,706
Administrative expenses
$41,689
Total expenses
$1,222,862
Net increase / (decrease)
$825,270
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $27.4K · Indirect $0
  2. 2
    RECCORDKEEPER · Direct $10.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240429095241NAL0006611875001 cover?
It is the 2023 Form 5500 filing for Opensymmetry, LLC Employee Savings Trust, reported by Opensymmetry, LLC (EIN 20-1835461).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages