Onlogic Retirement Plan — Form 5500 plan (Onlogic, 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, Onlogic Retirement Plan is a benefit plan reported by Onlogic, Inc. under EIN 20-0558657 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $11,225,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Onlogic, Inc.
- EIN
- 20-0558657
- Plan number
- 001
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $11,225,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241001171238NAL0007164801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,225,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,225,681
- Net assets (BOY)
- $7,844,471
Income & contributions
- Employer contributions
- $686,969
- Participant contributions
- $1,676,327
- Total contributions
- $2,632,709
- Total income / additions
- $4,451,808
Expenses & distributions
- Benefits paid
- $1,000,601
- Administrative expenses
- $69,997
- Total expenses
- $1,070,598
- Net increase / (decrease)
- $3,381,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | INVESTMENT AD VISORY | $45,636 | not reported in the loaded dataset | 2023 |
| Tranamerica Retirement Solutions | RECORDKEEPER | $21,203 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $3,150 | $33 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Onlogic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Tranamerica Retirement Solutions — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation