2023 Form 5500 filing — Oak View Group LLC 401(K) Profit Sharing Plan And Trust
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 20251119114717NAL0003847361001) for Oak View Group LLC 401(K) Profit Sharing Plan And Trust, reported by Oak View Group LLC under EIN 37-1786932 and plan number 001. It reports 2,340 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)$9.9MReported net assets$9,888,081
Participants2.3K2,340
Provider compensation$4.6K1 Schedule C row(s)$4,643
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251119114717NAL0003847361001
- Plan sponsor
- Oak View Group LLC
- EIN
- 37-1786932
- Plan number
- 001
- Location
- Denver, CO
- Received date
- not reported in the loaded dataset
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,888,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,888,081
- Employer contributions
- $0
- Participant contributions
- $95,546
- Total income / additions
- $1,688,739
- Benefits paid
- $1,279,745
- Administrative expenses
- $8,308
- Total expenses
- $1,288,053
- Net increase / (decrease)
- $400,686
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,643 | $0 |