2023 Form 5500 filing — Oem Controls, Inc. Profit Sharing 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 20240716105643NAL0001481315001) for Oem Controls, Inc. Profit Sharing Plan, reported by Oem Controls, Inc. under EIN 06-0811555 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.3MReported net assets$28,291,054
Participants254
Provider compensation$20.9K2 Schedule C row(s)$20,899
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716105643NAL0001481315001
Plan sponsor
Oem Controls, Inc.
EIN
06-0811555
Plan number
001
Location
Shelton, CT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$394.5K
Participant$825.3K
Full reported line items
Total assets (EOY)
$28,291,054
Total liabilities (EOY)
$0
Net assets (EOY)
$28,291,054
Employer contributions
$394,467
Participant contributions
$825,293
Total income / additions
$5,355,455
Benefits paid
$1,596,510
Administrative expenses
$62,745
Total expenses
$1,659,255
Net increase / (decrease)
$3,696,200

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo Clearing Services LLCADVISOR$38,620not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$17,721$0

Related Form 5500 pages