2023 Form 5500 filing — Oliff Plc Profit Sharing 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 20241011084815NAL0012300051001) for Oliff Plc Profit Sharing Plan, reported by Oliff Plc under EIN 54-1217311 and plan number 002. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084815NAL0012300051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oliff Plc
- EIN
- 54-1217311
- Plan number
- 002
- Location
- Alexandria, VA
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,844,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,844,553
- Employer contributions
- $318,454
- Participant contributions
- $804,736
- Total income / additions
- $15,393,950
- Benefits paid
- $3,460,444
- Administrative expenses
- $125,556
- Total expenses
- $3,586,000
- Net increase / (decrease)
- $11,807,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $111,216 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $11,970 | $0 |
| Coastal Pension Services | CONTRACT ADMIN | $2,370 | not reported in the loaded dataset |