2023 Form 5500 filing — Oasis 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 20240911232024NAL0009256881001) for Oasis 401(K) Plan, reported by Oasis Systems, LLC under EIN 04-3382761 and plan number 001. It reports 3,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911232024NAL0009256881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oasis Systems, LLC
- EIN
- 04-3382761
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 3,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $334,032,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $334,032,269
- Employer contributions
- $12,207,790
- Participant contributions
- $29,366,278
- Total income / additions
- $101,356,120
- Benefits paid
- $62,393,179
- Administrative expenses
- $472,285
- Total expenses
- $62,873,684
- Net increase / (decrease)
- $38,482,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $199,651 | $0 |
| Smith Thornton Advisors, LLC | ADVISOR/INVESTMENT ADV | $148,864 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $80,624 | not reported in the loaded dataset |
| Kestra Investment Services LLC | ADVISOR | $20,145 | not reported in the loaded dataset |
| Caron And Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset |