Meadows & Ohly, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Meadows & Ohly, 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, Meadows & Ohly, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Meadows & Ohly, LLC under EIN 26-0011698 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $14,973,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meadows & Ohly, LLC
EIN
26-0011698
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
165
End-of-year plan assets
$14,973,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240930123353NAL0003240611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,973,869
Total liabilities (EOY)
$0
Net assets (EOY)
$14,973,869
Net assets (BOY)
$12,680,180

Income & contributions

Employer contributions
$545,067
Participant contributions
$1,066,560
Total contributions
$1,633,377
Total income / additions
$3,702,753

Expenses & distributions

Benefits paid
$1,357,013
Administrative expenses
$51,714
Total expenses
$1,409,064
Net increase / (decrease)
$2,293,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ima Wealth IncINVESTMENT ADVISOR$32,172not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$18,636$02023
Empower Advisory Group, LLCINVESTMENT MGMT$909not reported in the loaded dataset2023

Related Form 5500 pages