Ocusoft Inc 401(K) Plan — Form 5500 plan (Ocusoft, 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, Ocusoft Inc 401(K) Plan is a benefit plan reported by Ocusoft, Inc under EIN 76-0200462 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,208,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocusoft, Inc
EIN
76-0200462
Plan number
001
Plan type
2
Location
Rosenberg, TX
Latest filing year
2023
Participants
149
End-of-year plan assets
$7,208,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20260223104108NAL0002103282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,208,584
Total liabilities (EOY)
$0
Net assets (EOY)
$7,208,584
Net assets (BOY)
$5,744,409

Income & contributions

Employer contributions
$341,628
Participant contributions
$499,861
Total contributions
$894,404
Total income / additions
$1,817,804

Expenses & distributions

Benefits paid
$307,764
Administrative expenses
$38,605
Total expenses
$353,629
Net increase / (decrease)
$1,464,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$22,838$02023
Pensionmark Financial Group, LLCINVESTMENT/FINANCIAL ADVI$15,766$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages