2023 Form 5500 filing — Onex, Inc. 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 20240716113231NAL0002470849001) for Onex, Inc. Employee Stock Ownership Plan, reported by Onex, Inc. under EIN 25-1158121 and plan number 005. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,233,751
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716113231NAL0002470849001
Plan sponsor
Onex, Inc.
EIN
25-1158121
Plan number
005
Location
Erie, PA
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)$11.7M total assets
Net assets$3.2MLiabilities$8.4M
Money in vs. money out
Total income / additions$4.8M
Total expenses$206.4K
Benefits paid / distributions$104.9K
Contributions
Employer$431.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,680,000
Total liabilities (EOY)
$8,446,249
Net assets (EOY)
$3,233,751
Employer contributions
$431,359
Total income / additions
$4,811,358
Benefits paid
$104,934
Total expenses
$206,387
Net increase / (decrease)
$4,604,971

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716113231NAL0002470849001 cover?
It is the 2023 Form 5500 filing for Onex, Inc. Employee Stock Ownership Plan, reported by Onex, Inc. (EIN 25-1158121).
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