Onpoint Group, LLC 401(K) Plan — Form 5500 plan (Onpoint Group, LLC)

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, Onpoint Group, LLC 401(K) Plan is a benefit plan reported by Onpoint Group, LLC under EIN 20-3601140 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,348 participants and $55,381,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onpoint Group, LLC
EIN
20-3601140
Plan number
001
Plan type
2
Location
Perryburg, OH
Latest filing year
2023
Participants
3,348
End-of-year plan assets
$55,381,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,348H, C20240814090116NAL0019993520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,381,476
Total liabilities (EOY)
$0
Net assets (EOY)
$55,381,476
Net assets (BOY)
$57,160,934

Income & contributions

Employer contributions
$2,562,939
Participant contributions
$11,132,560
Total contributions
$17,926,033
Total income / additions
$27,302,586

Expenses & distributions

Benefits paid
$5,583,384
Administrative expenses
$268,420
Total expenses
$5,905,506
Net increase / (decrease)
$21,397,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$170,870$02023
Nfp Retirement IncADVISOR$81,250not reported in the loaded dataset2023
Flagel Huber Flagel & CoACCOUNTANT/AUDITOR$16,300not reported in the loaded dataset2023

Related Form 5500 pages