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, Oakpoint 401(K) Plan is a benefit plan reported by Lc Services 1, LLC Dba Oakpoint under EIN 83-3239171 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $14,087,498 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,087,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,087,498
- Net assets (BOY)
- $7,442,310
Income & contributions
- Employer contributions
- $1,117,235
- Participant contributions
- $1,818,684
- Total contributions
- $3,830,304
- Total income / additions
- $5,698,724
Expenses & distributions
- Benefits paid
- $338,436
- Administrative expenses
- $55,966
- Total expenses
- $394,402
- Net increase / (decrease)
- $5,304,322