Om Partners 401(K) Plan — Form 5500 plan (Om Partners Usa, 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, Om Partners 401(K) Plan is a benefit plan reported by Om Partners Usa, Inc. under EIN 13-4258197 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $9,896,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Om Partners Usa, Inc.
EIN
13-4258197
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
185
End-of-year plan assets
$9,896,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241115101346NAL0000471427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,896,344
Total liabilities (EOY)
$53,675
Net assets (EOY)
$9,842,669
Net assets (BOY)
$5,241,633

Income & contributions

Employer contributions
$1,159,379
Participant contributions
$1,574,605
Total contributions
$3,445,643
Total income / additions
$4,867,359

Expenses & distributions

Benefits paid
$229,104
Administrative expenses
$37,219
Total expenses
$266,323
Net increase / (decrease)
$4,601,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sagepoint Finaincial Inc.NONE$16,197not reported in the loaded dataset2023
Howard Simon & Associates, Inc.NONE$14,650not reported in the loaded dataset2023

Related Form 5500 pages