401(k)
2023 plan-year 401(k) DOL Form 5500

O3 INSIGHT INC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

O3 INSIGHT, INC

This 401(k) plan holds N/A in total assets and serves 13 participants as of 2023. It is sponsored by O3 INSIGHT, INC in Alabama.

Total Assets (2023)
N/A
Participants
13
State
Industry
Information & Media

What the Filing Says About O3 INSIGHT INC 401(K) PLAN

O3 INSIGHT INC 401(K) PLAN is a 401(k) retirement plan sponsored by O3 INSIGHT, INC, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 13 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 812744808, and the plan has been effective since 2020-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN812744808
Plan Effective Date2020-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O3 INSIGHT, INC)

Year Plans Participants Total Assets
2022 1 15 N/A
2023 1 13 N/A
2024 1 13 N/A

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Frequently Asked Questions

How much money is in the O3 INSIGHT INC 401(K) PLAN?
As of the 2023 Form 5500 filing, O3 INSIGHT INC 401(K) PLAN holds N/A in total assets with 13 participants. It is sponsored by O3 INSIGHT, INC.
What type of plan is O3 INSIGHT INC 401(K) PLAN?
O3 INSIGHT INC 401(K) PLAN is a 401(k) plan. It has been effective since 2020-02-01. The plan is filed with the U.S. Department of Labor under EIN 812744808.
Who sponsors the O3 INSIGHT INC 401(K) PLAN?
O3 INSIGHT INC 401(K) PLAN is sponsored by O3 INSIGHT, INC, located in Alabama. The sponsor's EIN is 812744808 and the plan operates in the Information & Media industry.
How did O3 INSIGHT INC 401(K) PLAN perform in 2023?
O3 INSIGHT INC 401(K) PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for O3 INSIGHT INC 401(K) PLAN?
Official Form 5500 filings for O3 INSIGHT INC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812744808 or plan name at efast.dol.gov.
How does O3 INSIGHT INC 401(K) PLAN compare to other plans?
You can compare O3 INSIGHT INC 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 812744808.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.