Plan5500

On Lok Retirement Savings Plan — Form 5500 plan (On Lok 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, On Lok Retirement Savings Plan is a benefit plan reported by On Lok Inc. under EIN 94-3101464 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $101,307,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
On Lok Inc.
EIN
94-3101464
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
1,396
End-of-year plan assets
$101,307,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,396H, C20241014190112NAL0026986433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,307,439
Total liabilities (EOY)
$0
Net assets (EOY)
$101,307,439
Net assets (BOY)
$83,631,440

Income & contributions

Employer contributions
$2,508,646
Participant contributions
$8,639,200
Total contributions
$11,715,105
Total income / additions
$25,045,617

Expenses & distributions

Benefits paid
$7,192,684
Administrative expenses
$176,934
Total expenses
$7,369,618
Net increase / (decrease)
$17,675,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$176,934$02023
401(K) Advisors IncINVESTMENT ADVISORY$0$50,0002023

Related Form 5500 pages