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, Oakbridge Insurance Agency, LLC Employee Savings Plan is a benefit plan reported by Oakbridge Insurance Agency, LLC under EIN 85-3995724 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $14,999,860 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,999,860
- Net assets (EOY)
- $14,999,860
- Net assets (BOY)
- $9,730,636
Income & contributions
- Employer contributions
- $989,106
- Participant contributions
- $1,921,343
- Total contributions
- $4,024,956
- Total income / additions
- $6,034,121
Expenses & distributions
- Benefits paid
- $711,269
- Administrative expenses
- $53,628
- Total expenses
- $764,897
- Net increase / (decrease)
- $5,269,224