2023 Form 5500 filing — O'Reilly Hospitality Management, LLC 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 20241015140935NAL0048317168001) for O'Reilly Hospitality Management, LLC 401(K) Plan, reported by O'Reilly Hospitality Management, LLC under EIN 26-3502847 and plan number 001. It reports 1,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140935NAL0048317168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Reilly Hospitality Management, LLC
- EIN
- 26-3502847
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 1,671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,755,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,755,694
- Employer contributions
- $827,256
- Participant contributions
- $1,328,275
- Total income / additions
- $3,810,794
- Benefits paid
- $904,997
- Administrative expenses
- $145,686
- Total expenses
- $1,050,683
- Net increase / (decrease)
- $2,760,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $87,147 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $41,612 | not reported in the loaded dataset |
| Roberts Mckenzie Mangan & Cummings | OTHER | $16,800 | not reported in the loaded dataset |
| State Farm Fire & Casualty Company | OTHER | $127 | not reported in the loaded dataset |
| State Auto Property & Casualty Insu | OTHER | $0 | not reported in the loaded dataset |