2023 Form 5500 filing — Omni Tax Solutions 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 20240911144151NAL0004350819001) for Omni Tax Solutions 401(K) Plan, reported by Sierra Financial Services, Inc. Dba Omni Tax Solutions under EIN 84-1306818 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911144151NAL0004350819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Financial Services, Inc. Dba Omni Tax Solutions
- EIN
- 84-1306818
- Plan number
- 001
- Location
- Broomfield, CO
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,994,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,994,421
- Employer contributions
- $282
- Participant contributions
- $266,476
- Total income / additions
- $959,346
- Benefits paid
- $885,483
- Administrative expenses
- $40,779
- Total expenses
- $926,262
- Net increase / (decrease)
- $33,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $19,041 | not reported in the loaded dataset |
| Sheridan Road | ADVISOR | $9,333 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,060 | $0 |