2023 Form 5500 filing — Om Partners 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 20241115101346NAL0000471427001) for Om Partners 401(K) Plan, reported by Om Partners Usa, Inc. under EIN 13-4258197 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115101346NAL0000471427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Om Partners Usa, Inc.
- EIN
- 13-4258197
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,896,344
- Total liabilities (EOY)
- $53,675
- Net assets (EOY)
- $9,842,669
- Employer contributions
- $1,159,379
- Participant contributions
- $1,574,605
- Total income / additions
- $4,867,359
- Benefits paid
- $229,104
- Administrative expenses
- $37,219
- Total expenses
- $266,323
- Net increase / (decrease)
- $4,601,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagepoint Finaincial Inc. | NONE | $16,197 | not reported in the loaded dataset |
| Howard Simon & Associates, Inc. | NONE | $14,650 | not reported in the loaded dataset |