Oak View Group LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Oak View 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, Oak View Group LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Oak View Group LLC under EIN 37-1786932 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,340 participants and $9,888,081 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.9MPlan net assets, end of year$9,888,081
Participants2.3KCovered participants reported2,340
Assets / participant$4.2KComputed: assets ÷ participants$4,226 (computed)
Provider compensation$4.6K1 Schedule C provider row(s)$4,643
- Plan sponsor
- Oak View Group LLC
- EIN
- 37-1786932
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,340 | H, C | 20251119114717NAL0003847361001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,888,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,888,081
- Net assets (BOY)
- $9,487,395
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $95,546
- Total contributions
- $95,546
- Total income / additions
- $1,688,739
Expenses & distributions
- Benefits paid
- $1,279,745
- Administrative expenses
- $8,308
- Total expenses
- $1,288,053
- Net increase / (decrease)
- $400,686
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,643 | $0 | 2023 |