Oliver Marketing 401(K) Plan — Form 5500 plan (Oml 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, Oliver Marketing 401(K) Plan is a benefit plan reported by Oml Inc. under EIN 37-1759037 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $19,653,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oml Inc.
- EIN
- 37-1759037
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $19,653,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20241011153104NAL0023118241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,653,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,653,703
- Net assets (BOY)
- $12,752,284
Income & contributions
- Employer contributions
- $1,572,524
- Participant contributions
- $3,312,112
- Total contributions
- $5,612,188
- Total income / additions
- $8,472,624
Expenses & distributions
- Benefits paid
- $1,433,871
- Administrative expenses
- $137,334
- Total expenses
- $1,571,205
- Net increase / (decrease)
- $6,901,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $75,006 | $41 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,178 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $15,150 | $6,665 | 2023 |