Plan5500

Octo Consulting Group 401(K) Plan — Form 5500 plan (Octo Consulting 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, Octo Consulting Group 401(K) Plan is a benefit plan reported by Octo Consulting Group, LLC under EIN 20-4658157 and plan number 001. The latest loaded filing year is 2023. The filing reports 994 participants and $134,666,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Octo Consulting Group, LLC
EIN
20-4658157
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
994
End-of-year plan assets
$134,666,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023994H, C20240926140102NAL0001655538001
20232,098H, C20241021085450NAL0000788371001

Reported financial statement (2023 · Schedule H)

Net assets

Net assets (BOY)
$134,666,073

Income & contributions

Total contributions
$43,477
Total income / additions
$4,072,676

Expenses & distributions

Benefits paid
$9,290,880
Administrative expenses
$90,334
Total expenses
$9,381,214
Net increase / (decrease)
-$5,308,538

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$83,857$02023
Greenspring Advisors LLCNONE$80,661not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$74,250not reported in the loaded dataset2023
Greenspring Advisors LLCINVESTMENT ADVISOR$20,825not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$800not reported in the loaded dataset2023

Related Form 5500 pages