2023 Form 5500 filing — Ozumo Concepts International, LLC Health And Welfare Plan 505

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 20241010061138NAL0009767107001) for Ozumo Concepts International, LLC Health And Welfare Plan 505, reported by Ozumo Concepts International, LLC under EIN 94-3358144 and plan number 505. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$121Reported net assets
Participants83
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010061138NAL0009767107001
Plan sponsor
Ozumo Concepts International, LLC
EIN
94-3358144
Plan number
505
Location
San Francisco, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$121 total assets
Net assets$121Liabilities
Money in vs. money out
Total income / additions$51.2K
Total expenses$51.2K
Benefits paid / distributions$36.2K
Contributions
Employer$50.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$121
Net assets (EOY)
$121
Employer contributions
$50,928
Total income / additions
$51,211
Benefits paid
$36,213
Administrative expenses
$15,016
Total expenses
$51,229
Net increase / (decrease)
-$18

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010061138NAL0009767107001 cover?
It is the 2023 Form 5500 filing for Ozumo Concepts International, LLC Health And Welfare Plan 505, reported by Ozumo Concepts International, LLC (EIN 94-3358144).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages