2023 Form 5500 filing — Ons Savings 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 20241015155156NAL0029005073001) for Ons Savings Plan, reported by Ons Mso, LLC under EIN 84-1758967 and plan number 005. It reports 824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155156NAL0029005073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ons Mso, LLC
- EIN
- 84-1758967
- Plan number
- 005
- Location
- Stamford, CT
- Participants
- 824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,210,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,210,229
- Employer contributions
- $2,544,076
- Participant contributions
- $7,481,272
- Total income / additions
- $53,007,062
- Benefits paid
- $2,173,323
- Administrative expenses
- $51,009
- Total expenses
- $2,308,505
- Net increase / (decrease)
- $50,698,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Inc. | INVESTMENT MANAGEMENT | $75,345 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,729 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$34,015 | $0 |