Opm Services Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Opm Services, LLC)

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, Opm Services Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Opm Services, LLC under EIN 95-4891590 and plan number 001. The latest loaded filing year is 2023. The filing reports 725 participants and $9,914,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Opm Services, LLC
EIN
95-4891590
Plan number
001
Plan type
2
Location
Azusa, CA
Latest filing year
2023
Participants
725
End-of-year plan assets
$9,914,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023725H, C20241014163952NAL0015307363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,914,940
Total liabilities (EOY)
$0
Net assets (EOY)
$9,914,940
Net assets (BOY)
$8,759,649

Income & contributions

Employer contributions
$437,923
Participant contributions
$766,708
Total contributions
$1,351,269
Total income / additions
$2,850,510

Expenses & distributions

Benefits paid
$1,439,759
Administrative expenses
$64,779
Total expenses
$1,695,219
Net increase / (decrease)
$1,155,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCRIA$22,405not reported in the loaded dataset2023
John Hancock Life Insurance Co UsaRECORDKEEPER$4,169$02023

Related Form 5500 pages