Ofs Non-Represented 401(K) Plan — Form 5500 plan (Ofs Fitel, 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, Ofs Non-Represented 401(K) Plan is a benefit plan reported by Ofs Fitel, LLC under EIN 62-1864622 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,453 participants and $198,261,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ofs Fitel, LLC
- EIN
- 62-1864622
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 1,453
- End-of-year plan assets
- $198,261,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,453 | H, C | 20240730194846NAL0020863361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,261,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,261,553
- Net assets (BOY)
- $167,087,984
Income & contributions
- Employer contributions
- $3,947,732
- Participant contributions
- $7,232,513
- Total contributions
- $11,237,630
- Total income / additions
- $45,946,387
Expenses & distributions
- Benefits paid
- $14,519,060
- Administrative expenses
- $243,268
- Total expenses
- $14,772,818
- Net increase / (decrease)
- $31,173,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $197,344 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,986 | not reported in the loaded dataset | 2023 |
| Warrenaverett, LLC | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Afs Advisors LLC | INVESTMENT ADVISOR | $9,938 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ofs Fitel, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Warrenaverett, LLC — Schedule C compensation
- Afs Advisors LLC — Schedule C compensation