2023 Form 5500 filing — Night Owl Capital Management L 401(K) Profit Sharing Plan & 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 20240627090103NAL0014538384001) for Night Owl Capital Management L 401(K) Profit Sharing Plan & Trust, reported by Night Owl Capital Management L under EIN 20-3008023 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,100,680
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627090103NAL0014538384001
Plan sponsor
Night Owl Capital Management L
EIN
20-3008023
Plan number
001
Location
Greenwich, CT
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$60
Benefits paid / distributions$0
Contributions
Employer$128.6K
Participant$147.7K
Full reported line items
Total assets (EOY)
$4,100,680
Total liabilities (EOY)
$0
Net assets (EOY)
$4,100,680
Employer contributions
$128,602
Participant contributions
$147,696
Total income / additions
$1,054,103
Benefits paid
$0
Administrative expenses
$60
Total expenses
$60
Net increase / (decrease)
$1,054,043

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627090103NAL0014538384001 cover?
It is the 2023 Form 5500 filing for Night Owl Capital Management L 401(K) Profit Sharing Plan & Trust, reported by Night Owl Capital Management L (EIN 20-3008023).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages