2023 Form 5500 filing — Ohl N.A. 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 20241015091736NAL0048629936001) for Ohl N.A. 401(K) Plan, reported by Ohl, N.A. 401(K) Plan under EIN 98-0461222 and plan number 002. It reports 1,599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$94.3MReported net assets$94,296,464
Participants1.6K1,599
Provider compensation$134.5K3 Schedule C row(s)$134,483
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015091736NAL0048629936001
Plan sponsor
Ohl, N.A. 401(K) Plan
EIN
98-0461222
Plan number
002
Location
East Elmhurst, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$94.3M total assets
Net assets$94.3MLiabilities$0
Money in vs. money out
Total income / additions$23M
Total expenses$12.4M
Benefits paid / distributions$12.3M
Contributions
Employer$2.6M
Participant$5.5M
Full reported line items
Total assets (EOY)
$94,296,464
Total liabilities (EOY)
$0
Net assets (EOY)
$94,296,464
Employer contributions
$2,632,601
Participant contributions
$5,511,825
Total income / additions
$22,973,995
Benefits paid
$12,282,342
Administrative expenses
$134,483
Total expenses
$12,425,988
Net increase / (decrease)
$10,548,007
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $94.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $40K
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015091736NAL0048629936001 cover?
It is the 2023 Form 5500 filing for Ohl N.A. 401(K) Plan, reported by Ohl, N.A. 401(K) Plan (EIN 98-0461222).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages