2023 Form 5500 filing — Osha Bergman Watanabe & Burton 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 20241010113417NAL0011421075001) for Osha Bergman Watanabe & Burton 401(K) Plan, reported by Osha Bergman Watanabe & Burton Llp under EIN 76-0571383 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113417NAL0011421075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osha Bergman Watanabe & Burton Llp
- EIN
- 76-0571383
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,980,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,980,434
- Employer contributions
- $281,368
- Participant contributions
- $1,039,476
- Total income / additions
- $3,597,201
- Benefits paid
- $564,228
- Administrative expenses
- $26,968
- Total expenses
- $591,196
- Net increase / (decrease)
- $3,006,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Advisory Service | SERVICE PROVIDER | $0 | $26,781 |
| Desroches Partners | SERVICE PROVIDER | $8,500 | not reported in the loaded dataset |
| Alliance Benefit Group Of Houston | THIRD PARTY ADMINISTRATO | $0 | $6,442 |