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OMLI, LLC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameOMLI, LLC PROFIT SHARING PLAN & TRUST
Plan identification number 003

OMLI, LLC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OMLI, LLC has sponsored the creation of one or more 401k plans.

Company Name:OMLI, LLC
Employer identification number (EIN):834515496
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OMLI, LLC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01

Plan Statistics for OMLI, LLC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for OMLI, LLC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: OMLI, LLC PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-299
Total number of particpants at end of year2025-09-299
Number of Participants With Account Balances2025-09-299
2024: OMLI, LLC PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-1811
Total number of particpants at end of year2024-06-189
Number of Participants With Account Balances2024-06-189
2022: OMLI, LLC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-175
Total number of particpants at end of year2022-06-175
Number of Participants With Account Balances2022-06-175

Financial Data on OMLI, LLC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : OMLI, LLC PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-29595
Net assets as of the end of the plan year2025-09-29133492
Total assets as of the beginning of the plan year2025-09-29103714
Value of plan covered by a fidelity bond2025-09-29500000
Participant contributions to plan in this plan year2025-09-290
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-292183
Plan net income in this plan year2025-09-2929778
Net assets as of the end of the plan year2025-09-29133492
Net assets as of the beginning of the plan year2025-09-29103714
Employer contributions to plan in this plan year2025-09-2928190
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29595
2024 : OMLI, LLC PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-180
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-18622
Net assets as of the end of the plan year2024-06-18103714
Total assets as of the beginning of the plan year2024-06-1884585
Value of plan covered by a fidelity bond2024-06-1850000
Participant contributions to plan in this plan year2024-06-180
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-185341
Plan net income in this plan year2024-06-1819129
Net assets as of the end of the plan year2024-06-18103714
Net assets as of the beginning of the plan year2024-06-1884585
Employer contributions to plan in this plan year2024-06-1814410
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-18327
2022 : OMLI, LLC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-170
Total liabilities as of the end of the plan year2022-06-170
Total liabilities as of the beginning of the plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-170
Net assets as of the end of the plan year2022-06-1743880
Total assets as of the beginning of the plan year2022-06-1721484
Value of plan covered by a fidelity bond2022-06-1750000
Participant contributions to plan in this plan year2022-06-170
Other expenses paid from plan in this plan year2022-06-170
Other contributions to plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-171
Plan net income in this plan year2022-06-1722396
Net assets as of the end of the plan year2022-06-1743880
Net assets as of the beginning of the plan year2022-06-1721484
Employer contributions to plan in this plan year2022-06-1722395
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-170

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