On Top Of The World Communities, LLC 401(K) Plan — Form 5500 plan (On Top Of The World Communities, 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, On Top Of The World Communities, LLC 401(K) Plan is a benefit plan reported by On Top Of The World Communities, LLC under EIN 59-6059413 and plan number 333. The latest loaded filing year is 2023. The filing reports 666 participants and $14,110,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- On Top Of The World Communities, LLC
- EIN
- 59-6059413
- Plan number
- 333
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $14,110,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241118084340NAL0001161137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,110,038
- Total liabilities (EOY)
- $58,935
- Net assets (EOY)
- $14,051,103
- Net assets (BOY)
- $11,452,342
Income & contributions
- Employer contributions
- $350,183
- Participant contributions
- $1,740,318
- Total contributions
- $2,149,357
- Total income / additions
- $4,137,473
Expenses & distributions
- Benefits paid
- $1,373,465
- Administrative expenses
- $109,774
- Total expenses
- $1,538,712
- Net increase / (decrease)
- $2,598,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $42,695 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $42,323 | $0 | 2023 |
| Florida Retirement Consultants | TPA | $21,292 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for On Top Of The World Communities, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation