2023 Form 5500 filing — Ofs Represented 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 20241014063943NAL0026727025001) for Ofs Represented Retirement Plan, reported by Ofs Fitel, LLC under EIN 62-1864622 and plan number 004. It reports 1,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014063943NAL0026727025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ofs Fitel, LLC
- EIN
- 62-1864622
- Plan number
- 004
- Location
- Norcross, GA
- Participants
- 1,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,811,256
- Total liabilities (EOY)
- $108,088
- Net assets (EOY)
- $100,703,168
- Total income / additions
- $13,676,041
- Benefits paid
- $9,098,119
- Administrative expenses
- $318,331
- Total expenses
- $9,416,450
- Net increase / (decrease)
- $4,259,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Northern Trust Company | NONE | $187,986 | not reported in the loaded dataset |
| Cbiz | NONE | $114,845 | not reported in the loaded dataset |
| Advanced Financial Strategists, Inc | NONE | $15,500 | not reported in the loaded dataset |