Original filing (PDF)20241010113640NAL0039880994001

OTEMANU GROUP LLC

Name: OTEMANU GROUP LLC — OTEMANU GROUP LLC CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: OTEMANU GROUP LLC

Form 5500-SF

FILING_RECEIVED

OTEMANU GROUP LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTEMANU GROUP LLC.

Plan sponsor

Name

OTEMANU GROUP LLC

EIN

84-2337917

Address

495 GRAND BOULEVARD, SUITE 206J · MIRAMAR BEACH, FL · 32550

Phone

(404) 862-9836

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LOBERG & ASSOCIATES, LLC

LOBERG & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$979K · 7 participants

HERRING & SESSOMS, P.A.

HERRING & SESSOMS, P.A. 401(K) PLAN

$979K · 5 participants

SHALHOUB & COMPANY, LLC

SHALHOUB & COMPANY, LLC 401(K) PROFIT SHARING PLAN

$979K · 3 participants

ALTUM, LLP

ALTUM, LLP 401(K) PROFIT SHARING PLAN

$979K · 2 participants

THOMAS S. GALLO, CPA

THOMAS S. GALLO, CPA 401(K) PLAN

$980K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.