2023 Form 5500 filing — Ohana Growth Partners, LLC 401(K) 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 20241012092634NAL0023346545001) for Ohana Growth Partners, LLC 401(K) Profit Sharing Plan, reported by Ohana Growth Partners, LLC under EIN 61-1745745 and plan number 001. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012092634NAL0023346545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohana Growth Partners, LLC
- EIN
- 61-1745745
- Plan number
- 001
- Location
- Timonium, MD
- Participants
- 1,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,106,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,106,362
- Employer contributions
- $323,226
- Participant contributions
- $524,855
- Total income / additions
- $1,442,279
- Benefits paid
- $300,549
- Administrative expenses
- $41,662
- Total expenses
- $426,927
- Net increase / (decrease)
- $1,015,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $32,810 | $0 |
| Forusall | INVESTMENT ADVISOR | $11,651 | not reported in the loaded dataset |