Plan5500

Opus12 401(K) Plan — Form 5500 plan (Opus 12, 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, Opus12 401(K) Plan is a benefit plan reported by Opus 12, Inc. under EIN 47-4239185 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $7,581,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Opus 12, Inc.
EIN
47-4239185
Plan number
001
Plan type
2
Location
Berkeley, CA
Latest filing year
2023
Participants
243
End-of-year plan assets
$7,581,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241014133227NAL0013355155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,581,792
Total liabilities (EOY)
$0
Net assets (EOY)
$7,581,792
Net assets (BOY)
$3,004,219

Income & contributions

Employer contributions
$5,530
Participant contributions
$2,807,132
Total contributions
$3,927,052
Total income / additions
$4,897,987

Expenses & distributions

Benefits paid
$296,322
Administrative expenses
$24,092
Total expenses
$320,414
Net increase / (decrease)
$4,577,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$24,092not reported in the loaded dataset2023

Related Form 5500 pages