2023 Form 5500 filing — Openly 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 20251010171053NAL0004818083001) for Openly LLC 401(K) Plan, reported by Openly LLC under EIN 82-2540752 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.2MReported net assets$13,230,222
Participants326
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251010171053NAL0004818083001
Plan sponsor
Openly LLC
EIN
82-2540752
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$340.1K
Benefits paid / distributions$298.7K
Contributions
Employer$1.3M
Participant$3.4M
Full reported line items
Total assets (EOY)
$13,230,222
Total liabilities (EOY)
$0
Net assets (EOY)
$13,230,222
Employer contributions
$1,314,461
Participant contributions
$3,366,723
Total income / additions
$6,911,940
Benefits paid
$298,710
Administrative expenses
$41,358
Total expenses
$340,068
Net increase / (decrease)
$6,571,872
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BD, RIA, TPA · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251010171053NAL0004818083001 cover?
It is the 2023 Form 5500 filing for Openly LLC 401(K) Plan, reported by Openly LLC (EIN 82-2540752).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages