2023 Form 5500 filing — Omnia Partners 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 20240730064525NAL0013140227001) for Omnia Partners 401(K) Plan, reported by Omnia Partners, LLC under EIN 35-2640764 and plan number 001. It reports 317 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)$29.7MReported net assets$29,732,644
Participants317
Provider compensation$83.8K4 Schedule C row(s)$83,818
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730064525NAL0013140227001
Plan sponsor
Omnia Partners, LLC
EIN
35-2640764
Plan number
001
Location
Franklin, TN
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)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$1.1M
Participant$2.6M
Full reported line items
Total assets (EOY)
$29,732,644
Total liabilities (EOY)
$0
Net assets (EOY)
$29,732,644
Employer contributions
$1,063,613
Participant contributions
$2,587,629
Total income / additions
$8,433,475
Benefits paid
$1,269,325
Administrative expenses
$83,818
Total expenses
$1,357,658
Net increase / (decrease)
$7,075,817
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $46.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.4K
  3. 3
    INVESTMENT MGMT · Direct $7.2K
  4. 4
    CONSULTING · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730064525NAL0013140227001 cover?
It is the 2023 Form 5500 filing for Omnia Partners 401(K) Plan, reported by Omnia Partners, LLC (EIN 35-2640764).
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