Oasis Lifestyle 401(K) Plan — Form 5500 plan (Oasis Lifestyle, 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, Oasis Lifestyle 401(K) Plan is a benefit plan reported by Oasis Lifestyle, LLC under EIN 26-1160806 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $1,103,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oasis Lifestyle, LLC
EIN
26-1160806
Plan number
001
Plan type
2
Location
Plymouth, IN
Latest filing year
2023
Participants
319
End-of-year plan assets
$1,103,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240823051543NAL0006103953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,103,543
Total liabilities (EOY)
$0
Net assets (EOY)
$1,103,543
Net assets (BOY)
$594,461

Income & contributions

Employer contributions
$133,213
Participant contributions
$342,503
Total contributions
$475,716
Total income / additions
$617,002

Expenses & distributions

Benefits paid
$95,204
Administrative expenses
$12,716
Total expenses
$107,920
Net increase / (decrease)
$509,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$12,715$02023

Related Form 5500 pages