2023 Form 5500 filing — Ops Tech Alliance LLC 401(K) Profit Sharing Plan & Trust

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 20241015094157NAL0016075779001) for Ops Tech Alliance LLC 401(K) Profit Sharing Plan & Trust, reported by Ops Tech Alliance LLC under EIN 45-5298048 and plan number 001. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$498KReported net assets$498,045
Participants675
Provider compensation$28.9K1 Schedule C row(s)$28,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094157NAL0016075779001
Plan sponsor
Ops Tech Alliance LLC
EIN
45-5298048
Plan number
001
Location
Clearwater, FL
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)$498K total assets
Net assets$498KLiabilities$0
Money in vs. money out
Total income / additions$560.5K
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$92.1K
Participant$200.6K
Full reported line items
Total assets (EOY)
$498,045
Total liabilities (EOY)
$0
Net assets (EOY)
$498,045
Employer contributions
$92,103
Participant contributions
$200,586
Total income / additions
$560,457
Benefits paid
$1,698,066
Administrative expenses
$33,801
Total expenses
$1,731,867
Net increase / (decrease)
-$1,171,410
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $28.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094157NAL0016075779001 cover?
It is the 2023 Form 5500 filing for Ops Tech Alliance LLC 401(K) Profit Sharing Plan & Trust, reported by Ops Tech Alliance LLC (EIN 45-5298048).
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