Plan5500

Ofs Represented Retirement 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 Retirement Plan is a benefit plan reported by Ofs Fitel, LLC under EIN 62-1864622 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,080 participants and $100,811,256 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
004
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
1,080
End-of-year plan assets
$100,811,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,080H, C20241014063943NAL0026727025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,811,256
Total liabilities (EOY)
$108,088
Net assets (EOY)
$100,703,168
Net assets (BOY)
$96,443,577

Income & contributions

Total contributions
$0
Total income / additions
$13,676,041

Expenses & distributions

Benefits paid
$9,098,119
Administrative expenses
$318,331
Total expenses
$9,416,450
Net increase / (decrease)
$4,259,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Northern Trust CompanyNONE$187,986not reported in the loaded dataset2023
CbizNONE$114,845not reported in the loaded dataset2023
Advanced Financial Strategists, IncNONE$15,500not reported in the loaded dataset2023

Related Form 5500 pages