2023 Form 5500 filing — Odysseys Unlimited, Inc. 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 20240926174857NAL0000634035001) for Odysseys Unlimited, Inc. 401(K) Plan, reported by Odysseys Unlimited, Inc. under EIN 04-3413585 and plan number 001. It reports 150 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)$12.8MReported net assets$12,787,968
Participants150
Provider compensation$41.1K2 Schedule C row(s)$41,080
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926174857NAL0000634035001
Plan sponsor
Odysseys Unlimited, Inc.
EIN
04-3413585
Plan number
001
Location
Newton, MA
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$695.4K
Benefits paid / distributions$661.9K
Contributions
Employer$432K
Participant$1M
Full reported line items
Total assets (EOY)
$12,787,968
Total liabilities (EOY)
$0
Net assets (EOY)
$12,787,968
Employer contributions
$431,986
Participant contributions
$1,008,514
Total income / additions
$3,543,224
Benefits paid
$661,866
Administrative expenses
$33,583
Total expenses
$695,449
Net increase / (decrease)
$2,847,775
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $22.5K
  2. 2
    RECORDKEEPER · Direct $18.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926174857NAL0000634035001 cover?
It is the 2023 Form 5500 filing for Odysseys Unlimited, Inc. 401(K) Plan, reported by Odysseys Unlimited, Inc. (EIN 04-3413585).
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