2023 Form 5500 filing — Salas O'Brien 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 20241015131635NAL0028542305001) for Salas O'Brien Retirement Plan, reported by Salas O'Brien, Inc. under EIN 95-2037468 and plan number 002. It reports 2,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131635NAL0028542305001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Salas O'Brien, Inc.
- EIN
- 95-2037468
- Plan number
- 002
- Location
- Irvine, CA
- Participants
- 2,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $408,554,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,554,012
- Employer contributions
- $8,122,299
- Participant contributions
- $16,179,977
- Total income / additions
- $148,931,694
- Benefits paid
- $15,948,603
- Administrative expenses
- $495,059
- Total expenses
- $16,443,662
- Net increase / (decrease)
- $132,488,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $673,160 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT MANAGEMENT | $157,991 | not reported in the loaded dataset |
| Salas O'Brien, Inc | OTHER SERVICES | $47,022 | not reported in the loaded dataset |
| Actuarial Benefits Corporation | CONTRACT ADMINISTRATOR | $38,207 | $0 |
| Crowe Llp | ACCOUNTANT | $33,991 | not reported in the loaded dataset |
| Buchanan Ingersoll & Rooney | LEGAL | $30,717 | not reported in the loaded dataset |