Ovation Holdings 401(K) Retirement Plan — Form 5500 plan (Ovation Holdings)
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, Ovation Holdings 401(K) Retirement Plan is a benefit plan reported by Ovation Holdings under EIN 82-5057672 and plan number 001. The latest loaded filing year is 2023. The filing reports 651 participants and $22,252,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ovation Holdings
- EIN
- 82-5057672
- Plan number
- 001
- Plan type
- 2
- Location
- Riverdale, IA
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $22,252,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20240809184211NAL0006638481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,252,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,252,913
- Net assets (BOY)
- $14,558,503
Income & contributions
- Employer contributions
- $1,043,995
- Participant contributions
- $3,024,781
- Total contributions
- $6,947,981
- Total income / additions
- $9,714,868
Expenses & distributions
- Benefits paid
- $1,885,148
- Administrative expenses
- $116,153
- Total expenses
- $2,020,458
- Net increase / (decrease)
- $7,694,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $116,153 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $47,743 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |