2023 Form 5500 filing — Osterwisch Electric Company Profit Sharing And 401(K) 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 20240523135901NAL0005310977001) for Osterwisch Electric Company Profit Sharing And 401(K) Plan, reported by Osterwisch Electric Company under EIN 31-0984227 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,362,713
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523135901NAL0005310977001
Plan sponsor
Osterwisch Electric Company
EIN
31-0984227
Plan number
001
Location
Cincinnati, OH
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$310.9K
Benefits paid / distributions$280.6K
Contributions
Employer$65.3K
Participant$335.9K
Full reported line items
Total assets (EOY)
$7,362,713
Total liabilities (EOY)
$0
Net assets (EOY)
$7,362,713
Employer contributions
$65,284
Participant contributions
$335,912
Total income / additions
$1,293,535
Benefits paid
$280,608
Administrative expenses
$30,333
Total expenses
$310,941
Net increase / (decrease)
$982,594

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523135901NAL0005310977001 cover?
It is the 2023 Form 5500 filing for Osterwisch Electric Company Profit Sharing And 401(K) Plan, reported by Osterwisch Electric Company (EIN 31-0984227).
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