Omni Tax Solutions 401(K) Plan — Form 5500 plan (Sierra Financial Services, Inc. Dba Omni Tax Solutions)
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, Omni Tax Solutions 401(K) Plan is a benefit plan reported by Sierra Financial Services, Inc. Dba Omni Tax Solutions under EIN 84-1306818 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $3,994,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Financial Services, Inc. Dba Omni Tax Solutions
- EIN
- 84-1306818
- Plan number
- 001
- Plan type
- 2
- Location
- Broomfield, CO
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $3,994,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240911144151NAL0004350819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,994,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,994,421
- Net assets (BOY)
- $3,961,337
Income & contributions
- Employer contributions
- $282
- Participant contributions
- $266,476
- Total contributions
- $266,758
- Total income / additions
- $959,346
Expenses & distributions
- Benefits paid
- $885,483
- Administrative expenses
- $40,779
- Total expenses
- $926,262
- Net increase / (decrease)
- $33,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $19,041 | not reported in the loaded dataset | 2023 |
| Sheridan Road | ADVISOR | $9,333 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,060 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra Financial Services, Inc. Dba Omni Tax Solutions
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Broomfield, CO
- Plante & Moran, Pllc — Schedule C compensation
- Sheridan Road — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation