2023 Form 5500 filing — Oz Architecture 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 20240927145632NAL0004062400001) for Oz Architecture Profit Sharing Plan, reported by Oz Architecture, Inc. under EIN 84-0823111 and plan number 001. It reports 281 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)$30.6MReported net assets$30,614,562
Participants281
Provider compensation$41.2K3 Schedule C row(s)$41,196
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927145632NAL0004062400001
Plan sponsor
Oz Architecture, Inc.
EIN
84-0823111
Plan number
001
Location
Denver, CO
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)$30.6M total assets
Net assets$30.6MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$488.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$30,614,562
Total liabilities (EOY)
$0
Net assets (EOY)
$30,614,562
Employer contributions
$488,786
Participant contributions
$1,176,878
Total income / additions
$6,946,363
Benefits paid
$4,059,577
Administrative expenses
$41,196
Total expenses
$4,100,773
Net increase / (decrease)
$2,845,590
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $29.1K
  2. 2
    INVESTMENT MGMT · Direct $12K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927145632NAL0004062400001 cover?
It is the 2023 Form 5500 filing for Oz Architecture Profit Sharing Plan, reported by Oz Architecture, Inc. (EIN 84-0823111).
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