The Opici Group Profit Sharing/401(K) Plan — Form 5500 plan (The Opici Group, L.L.C.)
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, The Opici Group Profit Sharing/401(K) Plan is a benefit plan reported by The Opici Group, L.L.C. under EIN 46-0902336 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $30,996,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Opici Group, L.L.C.
- EIN
- 46-0902336
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Rock, NJ
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $30,996,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20241011131731NAL0021925393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,996,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,996,799
- Net assets (BOY)
- $27,149,458
Income & contributions
- Employer contributions
- $182,413
- Participant contributions
- $1,648,372
- Total contributions
- $2,001,972
- Total income / additions
- $6,356,992
Expenses & distributions
- Benefits paid
- $2,439,268
- Administrative expenses
- $51,138
- Total expenses
- $2,509,651
- Net increase / (decrease)
- $3,847,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Invest Holdings | RECORDKEEPER | $62,312 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $24,383 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Fin | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $5,129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Opici Group, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Glen Rock, NJ
- Jp Morgan Invest Holdings — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Wells Fargo Advisors Fin — Schedule C compensation
- Empower Advisory Group — Schedule C compensation