2023 Form 5500 filing — Ontellus 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 20241001163030NAL0004198531001) for Ontellus 401(K) Plan, reported by Recordxtechnolgies Dba Ontellus under EIN 47-2853876 and plan number 002. It reports 729 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)$15.4MReported net assets$15,439,383
Participants729
Provider compensation$49.3K3 Schedule C row(s)$49,308
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001163030NAL0004198531001
Plan sponsor
Recordxtechnolgies Dba Ontellus
EIN
47-2853876
Plan number
002
Location
Houston, TX
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)$15.4M total assets
Net assets$15.4MLiabilities$4
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$903.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$15,439,387
Total liabilities (EOY)
$4
Net assets (EOY)
$15,439,383
Employer contributions
$903,830
Participant contributions
$1,685,576
Total income / additions
$4,643,610
Benefits paid
$1,279,168
Administrative expenses
$49,308
Total expenses
$1,328,476
Net increase / (decrease)
$3,315,134
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $31.7K
  2. 2
    RECORDKEEPER · Direct $12.4K · Indirect $0
  3. 3
    ADVISOR · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001163030NAL0004198531001 cover?
It is the 2023 Form 5500 filing for Ontellus 401(K) Plan, reported by Recordxtechnolgies Dba Ontellus (EIN 47-2853876).
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