Onc 401(K) Plan — Form 5500 plan (Ouzinkie Native Corporation)
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, Onc 401(K) Plan is a benefit plan reported by Ouzinkie Native Corporation under EIN 92-0045331 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,405 participants and $29,833,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ouzinkie Native Corporation
- EIN
- 92-0045331
- Plan number
- 001
- Plan type
- 2
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 2,405
- End-of-year plan assets
- $29,833,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,405 | H, C | 20241014142533NAL0052663218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,833,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,833,804
- Net assets (BOY)
- $22,185,974
Income & contributions
- Employer contributions
- $1,762,444
- Participant contributions
- $4,017,273
- Total contributions
- $6,653,187
- Total income / additions
- $10,911,270
Expenses & distributions
- Benefits paid
- $2,920,243
- Administrative expenses
- $94,586
- Total expenses
- $3,263,440
- Net increase / (decrease)
- $7,647,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $53,292 | $0 | 2023 |
| Collaborative Wealth Management Inc | INVESTMENT ADVISOR | $39,605 | $0 | 2023 |
| Bates & Company Inc | CONTRACT ADMIN | $18,075 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,137 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $4,920 | $0 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ouzinkie Native Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Empower Annuity Ins Co Of America — Schedule C compensation
- Collaborative Wealth Management Inc — Schedule C compensation
- Bates & Company Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation