O'Connell Landscape Maintenance, Inc 401(K) Plan — Form 5500 plan (O'Connell Landscape Maintenance, 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, O'Connell Landscape Maintenance, Inc 401(K) Plan is a benefit plan reported by O'Connell Landscape Maintenance, Inc. under EIN 95-3141443 and plan number 002. The latest loaded filing year is 2023. The filing reports 632 participants and $3,126,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Connell Landscape Maintenance, Inc.
- EIN
- 95-3141443
- Plan number
- 002
- Plan type
- 2
- Location
- Rancho Santa Margarita, CA
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $3,126,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20240918102555NAL0004131377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,126,012
- Total liabilities (EOY)
- $18,052
- Net assets (EOY)
- $3,107,960
- Net assets (BOY)
- $2,372,977
Income & contributions
- Participant contributions
- $488,055
- Total contributions
- $488,435
- Total income / additions
- $850,531
Expenses & distributions
- Benefits paid
- $104,025
- Administrative expenses
- $10,544
- Total expenses
- $115,548
- Net increase / (decrease)
- $734,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Investment Advisor | INVESTMENT ADVISORY | $5,427 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,217 | $0 | 2023 |
| Economic Group Pension Services,Inc | RECORDKEEPER | $0 | $899 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Connell Landscape Maintenance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Santa Margarita, CA
- One Digital Investment Advisor — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Economic Group Pension Services,Inc — Schedule C compensation