ECHELON GROUP, LLC, DBA OPOC.US has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPOC.US 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : OPOC.US 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,853,717 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $499,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $459,498 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $28,635 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $947,190 |
| Value of total assets at end of year | 2023-12-31 | $6,064,663 |
| Value of total assets at beginning of year | 2023-12-31 | $4,710,407 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $11,328 |
| Total interest from all sources | 2023-12-31 | $10,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $605,264 |
| Participant contributions at end of year | 2023-12-31 | $291,363 |
| Participant contributions at beginning of year | 2023-12-31 | $258,250 |
| Participant contributions at end of year | 2023-12-31 | $26,354 |
| Participant contributions at beginning of year | 2023-12-31 | $23,591 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $50,531 |
| Other income not declared elsewhere | 2023-12-31 | $118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,354,256 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,064,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,710,407 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,180,771 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,294,206 |
| Interest on participant loans | 2023-12-31 | $9,900 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,487,947 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,076,460 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $20,777 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $8,869 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $8,869 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $633 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $44,641 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $37,072 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $874,022 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $21,854 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $291,395 |
| Employer contributions (assets) at end of year | 2023-12-31 | $12,810 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $11,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $459,498 |
| Contract administrator fees | 2023-12-31 | $7,328 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BRADY, WARE & SCHOENFELD, INC. |
| Accountancy firm EIN | 2023-12-31 | 351476702 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,853,717 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $499,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $459,498 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $28,635 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $947,190 |
| Value of total assets at end of year | 2023-01-01 | $6,064,663 |
| Value of total assets at beginning of year | 2023-01-01 | $4,710,407 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $11,328 |
| Total interest from all sources | 2023-01-01 | $10,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $605,264 |
| Participant contributions at end of year | 2023-01-01 | $291,363 |
| Participant contributions at beginning of year | 2023-01-01 | $258,250 |
| Participant contributions at end of year | 2023-01-01 | $26,354 |
| Participant contributions at beginning of year | 2023-01-01 | $23,591 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $50,531 |
| Other income not declared elsewhere | 2023-01-01 | $118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,354,256 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,064,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,710,407 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $4,180,771 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,294,206 |
| Interest on participant loans | 2023-01-01 | $9,900 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,487,947 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $1,076,460 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $20,777 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $633 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $44,641 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $37,072 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $874,022 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $21,854 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $291,395 |
| Employer contributions (assets) at end of year | 2023-01-01 | $12,810 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $11,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $459,498 |
| Contract administrator fees | 2023-01-01 | $7,328 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BRADY, WARE & SCHOENFELD, INC. |
| Accountancy firm EIN | 2023-01-01 | 351476702 |
| 2022 : OPOC.US 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-613,065 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $396,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $379,249 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $990 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $792,400 |
| Value of total assets at end of year | 2022-12-31 | $4,710,407 |
| Value of total assets at beginning of year | 2022-12-31 | $5,719,929 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,218 |
| Total interest from all sources | 2022-12-31 | $8,297 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $519,945 |
| Participant contributions at end of year | 2022-12-31 | $258,250 |
| Participant contributions at beginning of year | 2022-12-31 | $244,425 |
| Participant contributions at end of year | 2022-12-31 | $23,591 |
| Participant contributions at beginning of year | 2022-12-31 | $22,932 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,704 |
| Other income not declared elsewhere | 2022-12-31 | $-266 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,009,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,710,407 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,719,929 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,294,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,199,006 |
| Interest on participant loans | 2022-12-31 | $8,221 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,076,460 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,198,430 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,869 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,856 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,856 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $76 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $37,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $40,916 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,195,146 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-218,350 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $266,751 |
| Employer contributions (assets) at end of year | 2022-12-31 | $11,959 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $10,364 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $379,249 |
| Contract administrator fees | 2022-12-31 | $16,218 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BRADY, WARE & SCHOENFELD, INC. |
| Accountancy firm EIN | 2022-12-31 | 351476702 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-613,065 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $396,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $379,249 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $990 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $792,400 |
| Value of total assets at end of year | 2022-01-01 | $4,710,407 |
| Value of total assets at beginning of year | 2022-01-01 | $5,719,929 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,218 |
| Total interest from all sources | 2022-01-01 | $8,297 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $519,945 |
| Participant contributions at end of year | 2022-01-01 | $258,250 |
| Participant contributions at beginning of year | 2022-01-01 | $244,425 |
| Participant contributions at end of year | 2022-01-01 | $23,591 |
| Participant contributions at beginning of year | 2022-01-01 | $22,932 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $5,704 |
| Other income not declared elsewhere | 2022-01-01 | $-266 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,009,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,710,407 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,719,929 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,294,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,199,006 |
| Interest on participant loans | 2022-01-01 | $8,221 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,076,460 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,198,430 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $8,869 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $76 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $37,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $40,916 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,195,146 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-218,350 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $266,751 |
| Employer contributions (assets) at end of year | 2022-01-01 | $11,959 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $10,364 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $379,249 |
| Contract administrator fees | 2022-01-01 | $16,218 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BRADY, WARE & SCHOENFELD, INC. |
| Accountancy firm EIN | 2022-01-01 | 351476702 |
