Ogle School Management LLC 401(K) Plan — Form 5500 plan (Ogle School Management 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, Ogle School Management LLC 401(K) Plan is a benefit plan reported by Ogle School Management LLC under EIN 47-1863443 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $2,722,754 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.7MPlan net assets, end of year$2,722,754
Participants557Covered participants reported
Assets / participant$4.9KComputed: assets ÷ participants$4,888 (computed)
Provider compensation$19.3K3 Schedule C provider row(s)$19,255
- Plan sponsor
- Ogle School Management LLC
- EIN
- 47-1863443
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20240918053210NAL0003889089001 |
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,722,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,722,754
- Net assets (BOY)
- $1,987,497
Income & contributions
- Participant contributions
- $472,553
- Total contributions
- $586,987
- Total income / additions
- $979,523
Expenses & distributions
- Benefits paid
- $229,120
- Administrative expenses
- $10,843
- Total expenses
- $244,266
- Net increase / (decrease)
- $735,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,140 | $8,413 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,702 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |