Obhg 401(K) Plan — Form 5500 plan (Obhg Management Services, 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, Obhg 401(K) Plan is a benefit plan reported by Obhg Management Services, LLC under EIN 80-0950275 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,705 participants and $87,079,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Obhg Management Services, LLC
- EIN
- 80-0950275
- Plan number
- 002
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 1,705
- End-of-year plan assets
- $87,079,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,705 | H, C | 20250508133310NAL0018080336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,079,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,079,503
- Net assets (BOY)
- $66,869,456
Income & contributions
- Participant contributions
- $13,881,795
- Total contributions
- $16,179,080
- Total income / additions
- $28,683,866
Expenses & distributions
- Benefits paid
- $8,406,483
- Administrative expenses
- $46,602
- Total expenses
- $8,473,819
- Net increase / (decrease)
- $20,210,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services, LLC | BROKER/DEALER | $0 | $90,318 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $33,584 | 2023 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $33,338 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $13,264 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Obhg Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Kestra Investment Services, LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation