Oakley Transportation Group 401(K) Plan — Form 5500 plan (Oakley Transportation Group, 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, Oakley Transportation Group 401(K) Plan is a benefit plan reported by Oakley Transportation Group, Inc. under EIN 47-1451534 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,172 participants and $12,093,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oakley Transportation Group, Inc.
EIN
47-1451534
Plan number
001
Plan type
2
Location
Lake Wales, FL
Latest filing year
2023
Participants
1,172
End-of-year plan assets
$12,093,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,172H, C20241009154118NAL0010797043002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,093,996
Net assets (EOY)
$12,093,996
Net assets (BOY)
$10,924,668

Income & contributions

Employer contributions
$127,061
Participant contributions
$1,567,403
Total contributions
$1,861,867
Total income / additions
$3,355,116

Expenses & distributions

Benefits paid
$2,104,920
Administrative expenses
$80,868
Total expenses
$2,185,788
Net increase / (decrease)
$1,169,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$80,868$02023
Kestra Investment ServicesBROKER$0$28,1232023

Related Form 5500 pages