2023 Form 5500 filing — Oconee Savings & Loan Association Employee Stock Ownership Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240326150646NAL0000421875001) for Oconee Savings & Loan Association Employee Stock Ownership Plan, reported by Oconee Federal Savings And Loan Association under EIN 57-0242665 and plan number 003. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,312,926
Participants89
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240326150646NAL0000421875001
Plan sponsor
Oconee Federal Savings And Loan Association
EIN
57-0242665
Plan number
003
Location
Seneca, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions-$1.9M
Total expenses$39.5K
Benefits paid / distributions$38.6K
Full reported line items
Total assets (EOY)
$2,312,926
Net assets (EOY)
$2,312,926
Total income / additions
-$1,863,351
Benefits paid
$38,579
Administrative expenses
$900
Total expenses
$39,479
Net increase / (decrease)
-$1,902,830

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240326150646NAL0000421875001 cover?
It is the 2023 Form 5500 filing for Oconee Savings & Loan Association Employee Stock Ownership Plan, reported by Oconee Federal Savings And Loan Association (EIN 57-0242665).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages