2023 Form 5500 filing — Bruce Oakley, Inc. 401(K) Profit Sharing 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 20240904155707NAL0020428385001) for Bruce Oakley, Inc. 401(K) Profit Sharing Plan, reported by Bruce Oakley, Inc. under EIN 71-0483822 and plan number 002. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904155707NAL0020428385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bruce Oakley, Inc.
- EIN
- 71-0483822
- Plan number
- 002
- Location
- North Little Rock, AR
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,754,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,754,027
- Employer contributions
- $1,160,786
- Participant contributions
- $2,339,821
- Total income / additions
- $9,949,781
- Benefits paid
- $3,524,673
- Administrative expenses
- $68,280
- Total expenses
- $3,592,953
- Net increase / (decrease)
- $6,356,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $47,001 | $0 |
| Pnc Bank Na | FINANCIAL ADVISOR | $21,279 | not reported in the loaded dataset |