2023 Form 5500 filing — Ogle School Management LLC 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 20240918053210NAL0003889089001) for Ogle School Management LLC 401(K) Plan, reported by Ogle School Management LLC under EIN 47-1863443 and plan number 001. It reports 557 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)$2.7MReported net assets$2,722,754
Participants557
Provider compensation$19.3K3 Schedule C row(s)$19,255
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918053210NAL0003889089001
- Plan sponsor
- Ogle School Management LLC
- EIN
- 47-1863443
- Plan number
- 001
- Location
- Arlington, TX
- Received date
- not reported in the loaded dataset
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,722,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,722,754
- Participant contributions
- $472,553
- Total income / additions
- $979,523
- Benefits paid
- $229,120
- Administrative expenses
- $10,843
- Total expenses
- $244,266
- Net increase / (decrease)
- $735,257
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,140 | $8,413 |
| Adp, Inc. | RECORD KEEPER | $5,702 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |