Optoro, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Optoro, 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, Optoro, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Optoro, Inc. under EIN 27-3797660 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $15,505,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Optoro, Inc.
EIN
27-3797660
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
274
End-of-year plan assets
$15,505,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20240919075630NAL0005813409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,505,207
Total liabilities (EOY)
$0
Net assets (EOY)
$15,505,207
Net assets (BOY)
$12,011,960

Income & contributions

Employer contributions
$184,316
Participant contributions
$1,524,993
Total contributions
$1,776,885
Total income / additions
$4,453,055

Expenses & distributions

Benefits paid
$916,438
Administrative expenses
$43,096
Total expenses
$959,808
Net increase / (decrease)
$3,493,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,348$02023
The Capital Group Inv AdvisoryADVISOR$16,964not reported in the loaded dataset2023

Related Form 5500 pages