Ofs Represented 401k 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 Represented 401k Plan is a benefit plan reported by Ofs Fitel, LLC under EIN 62-1864622 and plan number 002. The latest loaded filing year is 2023. The filing reports 563 participants and $24,181,374 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
002
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
563
End-of-year plan assets
$24,181,374

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20240730194824NAL0035505728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,181,374
Total liabilities (EOY)
$0
Net assets (EOY)
$24,181,374
Net assets (BOY)
$20,637,413

Income & contributions

Employer contributions
$924,969
Participant contributions
$1,485,405
Total contributions
$2,557,279
Total income / additions
$6,427,805

Expenses & distributions

Benefits paid
$2,817,330
Administrative expenses
$46,096
Total expenses
$2,883,844
Net increase / (decrease)
$3,543,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,716$02023
Warrenaverett, LLCACCOUNTANT/AUDITOR$12,000not reported in the loaded dataset2023
Afs Advisors, LLCPLAN SPONSOR$9,938not reported in the loaded dataset2023

Related Form 5500 pages