Omnigo 401(K) Plan — Form 5500 plan (Omnigo Software, 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, Omnigo 401(K) Plan is a benefit plan reported by Omnigo Software, LLC under EIN 43-1507250 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $7,654,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omnigo Software, LLC
EIN
43-1507250
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
211
End-of-year plan assets
$7,654,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241005164031NAL0022151232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,654,287
Total liabilities (EOY)
$0
Net assets (EOY)
$7,654,287
Net assets (BOY)
$6,037,883

Income & contributions

Employer contributions
$308,686
Participant contributions
$818,497
Total contributions
$1,298,341
Total income / additions
$2,404,682

Expenses & distributions

Benefits paid
$740,362
Administrative expenses
$22,859
Total expenses
$788,278
Net increase / (decrease)
$1,616,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$17,1102023

Related Form 5500 pages