Outten & Golden Llp 401(K) Plan — Form 5500 plan (Outten & Golden Llp)
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, Outten & Golden Llp 401(K) Plan is a benefit plan reported by Outten & Golden Llp under EIN 13-4014306 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $25,499,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outten & Golden Llp
- EIN
- 13-4014306
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $25,499,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240913150248NAL0005139427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,499,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,499,116
- Net assets (BOY)
- $20,111,967
Income & contributions
- Employer contributions
- $1,193,312
- Participant contributions
- $1,570,742
- Total contributions
- $3,084,086
- Total income / additions
- $6,600,625
Expenses & distributions
- Benefits paid
- $1,173,425
- Administrative expenses
- $40,051
- Total expenses
- $1,213,476
- Net increase / (decrease)
- $5,387,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPING/INFO MGMT | $55,035 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $47 | $0 | 2023 |