2023 Form 5500 filing — Omega Morgan Holdings Inc. 401(K) 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 20241018094123NAL0064664978001) for Omega Morgan Holdings Inc. 401(K) Savings Plan, reported by Omega Morgan Holdings Inc. under EIN 45-3766278 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018094123NAL0064664978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omega Morgan Holdings Inc.
- EIN
- 45-3766278
- Plan number
- 001
- Location
- Hillsboro, OR
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,874,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,874,408
- Employer contributions
- $491,449
- Participant contributions
- $1,469,768
- Total income / additions
- $6,991,889
- Benefits paid
- $350,856
- Administrative expenses
- $29,194
- Total expenses
- $400,826
- Net increase / (decrease)
- $6,591,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deschutes Investment Consulting | INVESTMENT/FINANCIAL ADVI | $19,792 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,401 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |