2023 Form 5500 filing — The Ochin 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 20240731173819NAL0014624931001) for The Ochin 401(K) Plan, reported by Ochin, Inc. under EIN 20-0195556 and plan number 001. It reports 1,184 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)$70.5MReported net assets$70,535,610
Participants1.2K1,184
Provider compensation$96.7K3 Schedule C row(s)$96,664
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731173819NAL0014624931001
Plan sponsor
Ochin, Inc.
EIN
20-0195556
Plan number
001
Location
Portland, OR
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)$70.5M total assets
Net assets$70.5MLiabilities$0
Money in vs. money out
Total income / additions$25.8M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$5.5M
Participant$8.6M
Full reported line items
Total assets (EOY)
$70,535,610
Total liabilities (EOY)
$0
Net assets (EOY)
$70,535,610
Employer contributions
$5,546,076
Participant contributions
$8,630,638
Total income / additions
$25,777,746
Benefits paid
$5,695,594
Administrative expenses
$96,664
Total expenses
$5,790,634
Net increase / (decrease)
$19,987,112
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $40K
  2. 2
    RECORDKEEPER · Direct $36.4K · Indirect $0
  3. 3
    ADVISOR · Direct $20.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731173819NAL0014624931001 cover?
It is the 2023 Form 5500 filing for The Ochin 401(K) Plan, reported by Ochin, Inc. (EIN 20-0195556).
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