Ole Media Services, Inc. Retirement Plan — Form 5500 plan (Ole Media Services, 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, Ole Media Services, Inc. Retirement Plan is a benefit plan reported by Ole Media Services, Inc. under EIN 65-0642734 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $13,897,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ole Media Services, Inc.
EIN
65-0642734
Plan number
001
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
Participants
135
End-of-year plan assets
$13,897,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240924113254NAL0007398547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,897,152
Total liabilities (EOY)
$0
Net assets (EOY)
$13,897,152
Net assets (BOY)
$10,295,105

Income & contributions

Employer contributions
$314,160
Participant contributions
$1,048,647
Total contributions
$1,971,386
Total income / additions
$4,114,087

Expenses & distributions

Benefits paid
$459,230
Administrative expenses
$52,810
Total expenses
$512,040
Net increase / (decrease)
$3,602,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa Inc.RIA$24,127not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$630$02023

Related Form 5500 pages