2023 Form 5500 filing — The Opici Group Profit Sharing/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 20241011131731NAL0021925393001) for The Opici Group Profit Sharing/401(K) Plan, reported by The Opici Group, L.L.C. under EIN 46-0902336 and plan number 001. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131731NAL0021925393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Opici Group, L.L.C.
- EIN
- 46-0902336
- Plan number
- 001
- Location
- Glen Rock, NJ
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,996,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,996,799
- Employer contributions
- $182,413
- Participant contributions
- $1,648,372
- Total income / additions
- $6,356,992
- Benefits paid
- $2,439,268
- Administrative expenses
- $51,138
- Total expenses
- $2,509,651
- Net increase / (decrease)
- $3,847,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Invest Holdings | RECORDKEEPER | $62,312 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $24,383 | not reported in the loaded dataset |
| Wells Fargo Advisors Fin | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $5,129 | not reported in the loaded dataset |