2023 Form 5500 filing — Oakbridge Insurance Agency, LLC Employee Savings 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 20241010115746NAL0033981984004) for Oakbridge Insurance Agency, LLC Employee Savings Plan, reported by Oakbridge Insurance Agency, LLC under EIN 85-3995724 and plan number 002. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115746NAL0033981984004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakbridge Insurance Agency, LLC
- EIN
- 85-3995724
- Plan number
- 002
- Location
- Lagrange, GA
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,999,860
- Net assets (EOY)
- $14,999,860
- Employer contributions
- $989,106
- Participant contributions
- $1,921,343
- Total income / additions
- $6,034,121
- Benefits paid
- $711,269
- Administrative expenses
- $53,628
- Total expenses
- $764,897
- Net increase / (decrease)
- $5,269,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc | NONE | $36,491 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $17,137 | not reported in the loaded dataset |