2023 Form 5500 filing — On Top Of The World Communities, 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 20241118084340NAL0001161137001) for On Top Of The World Communities, LLC 401(K) Plan, reported by On Top Of The World Communities, LLC under EIN 59-6059413 and plan number 333. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118084340NAL0001161137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- On Top Of The World Communities, LLC
- EIN
- 59-6059413
- Plan number
- 333
- Location
- Ocala, FL
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,110,038
- Total liabilities (EOY)
- $58,935
- Net assets (EOY)
- $14,051,103
- Employer contributions
- $350,183
- Participant contributions
- $1,740,318
- Total income / additions
- $4,137,473
- Benefits paid
- $1,373,465
- Administrative expenses
- $109,774
- Total expenses
- $1,538,712
- Net increase / (decrease)
- $2,598,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $42,695 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $42,323 | $0 |
| Florida Retirement Consultants | TPA | $21,292 | not reported in the loaded dataset |