2023 Form 5500 filing — The Oprw 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 20241015150845NAL0030106033001) for The Oprw 401(K) Plan, reported by Proformance Associates, Inc. under EIN 68-0007693 and plan number 003. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150845NAL0030106033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proformance Associates, Inc.
- EIN
- 68-0007693
- Plan number
- 003
- Location
- Walnut Creek, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,944,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,944,486
- Employer contributions
- $0
- Participant contributions
- $333,537
- Total income / additions
- $1,590,491
- Benefits paid
- $434,307
- Administrative expenses
- $30,842
- Total expenses
- $467,257
- Net increase / (decrease)
- $1,123,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $22,811 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,869 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |