2023 Form 5500 filing — Onlogic Retirement 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 20241001171238NAL0007164801001) for Onlogic Retirement Plan, reported by Onlogic, Inc. under EIN 20-0558657 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001171238NAL0007164801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Onlogic, Inc.
- EIN
- 20-0558657
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,225,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,225,681
- Employer contributions
- $686,969
- Participant contributions
- $1,676,327
- Total income / additions
- $4,451,808
- Benefits paid
- $1,000,601
- Administrative expenses
- $69,997
- Total expenses
- $1,070,598
- Net increase / (decrease)
- $3,381,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | INVESTMENT AD VISORY | $45,636 | not reported in the loaded dataset |
| Tranamerica Retirement Solutions | RECORDKEEPER | $21,203 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $3,150 | $33 |