O'Reilly Media, Inc. 401(K) Plan — Form 5500 plan (O'Reilly Media, Inc.)

Plain-English plan 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, O'Reilly Media, Inc. 401(K) Plan is a benefit plan reported by O'Reilly Media, Inc. under EIN 04-2789763 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $74,051,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O'Reilly Media, Inc.
EIN
04-2789763
Plan number
001
Plan type
2
Location
Sebastopol, CA
Latest filing year
2023
Participants
612
End-of-year plan assets
$74,051,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023612H, C20240815091753NAL0027831282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,051,727
Total liabilities (EOY)
$0
Net assets (EOY)
$74,051,727
Net assets (BOY)
$61,304,022

Income & contributions

Employer contributions
$1,025,143
Participant contributions
$4,935,083
Total contributions
$6,198,666
Total income / additions
$17,175,615

Expenses & distributions

Benefits paid
$4,275,001
Administrative expenses
$151,434
Total expenses
$4,427,910
Net increase / (decrease)
$12,747,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vita Planning Group LLCINVESTMENT ADVISOR$64,272not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$53,297$02023
Empower Advisory Group, LLCINVESTMENT MGMT$33,865not reported in the loaded dataset2023

Related Form 5500 pages