Plan5500

Onbe, Inc. 401(K) Plan — Form 5500 plan (Onbe, Inc.)

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, Onbe, Inc. 401(K) Plan is a benefit plan reported by Onbe, Inc. under EIN 85-4102472 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $20,432,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onbe, Inc.
EIN
85-4102472
Plan number
001
Plan type
2
Location
Buffalo Grove, IL
Latest filing year
2023
Participants
411
End-of-year plan assets
$20,432,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20241101082437NAL0006544722001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,432,026
Total liabilities (EOY)
$0
Net assets (EOY)
$20,432,026
Net assets (BOY)
$16,120,447

Income & contributions

Employer contributions
$1,429,673
Participant contributions
$2,539,620
Total contributions
$5,064,580
Total income / additions
$8,132,619

Expenses & distributions

Benefits paid
$3,791,795
Administrative expenses
$29,245
Total expenses
$3,821,040
Net increase / (decrease)
$4,311,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$21,919$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,326not reported in the loaded dataset2023

Related Form 5500 pages