2023 Form 5500 filing — Oceana, Inc. 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 20241010144814NAL0020363345001) for Oceana, Inc. Retirement Plan, reported by Oceana, Inc. under EIN 51-0401308 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144814NAL0020363345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oceana, Inc.
- EIN
- 51-0401308
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,761,027
- Total liabilities (EOY)
- $2,708
- Net assets (EOY)
- $33,758,319
- Employer contributions
- $1,604,363
- Participant contributions
- $1,204,940
- Total income / additions
- $8,231,016
- Benefits paid
- $1,025,167
- Administrative expenses
- $88,201
- Total expenses
- $1,113,368
- Net increase / (decrease)
- $7,117,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $95,092 | not reported in the loaded dataset |
| Creative Planning, Inc. | INVESTMENT ADVISORY | not reported in the loaded dataset | $32,500 |
| Aprio Llp | PLAN ACCOUNTANT | not reported in the loaded dataset | $19,805 |