Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planOta 401(K)/Profit Sharing PlanFinancial statementProvider compensation2023 filing
    $32.3Mreported assets (EOY)
    Sponsor: Ota Management LLCEIN: 22-3882586Plan: 001Participants: 126Assets: $32,290,120Net assets: $32.3MAssets / participant: $256.3KLocation: Purchase, NYLatest: 2023
    View financial statement

Service providers

Filings