2023 Form 5500 filing — Ocrolus 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 20240819072718NAL0000685699001) for Ocrolus 401(K) Plan, reported by Ocrolus Inc. under EIN 81-3015642 and plan number 001. It reports 226 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)$5.6MReported net assets$5,616,638
Participants226
Provider compensation$13.2K1 Schedule C row(s)$13,232
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819072718NAL0000685699001
Plan sponsor
Ocrolus Inc.
EIN
81-3015642
Plan number
001
Location
New York, NY
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$902.4K
Benefits paid / distributions$889.2K
Contributions
Employer$0
Participant$1.2M
Full reported line items
Total assets (EOY)
$5,616,638
Total liabilities (EOY)
$0
Net assets (EOY)
$5,616,638
Employer contributions
$0
Participant contributions
$1,238,202
Total income / additions
$2,267,216
Benefits paid
$889,214
Administrative expenses
$13,232
Total expenses
$902,446
Net increase / (decrease)
$1,364,770
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $13.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819072718NAL0000685699001 cover?
It is the 2023 Form 5500 filing for Ocrolus 401(K) Plan, reported by Ocrolus Inc. (EIN 81-3015642).
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