2023 Form 5500 filing — Oec Graphics, Inc. Retirement 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 20240823133234NAL0011266320001) for Oec Graphics, Inc. Retirement Plan, reported by Oec Graphics, Inc. under EIN 39-1300300 and plan number 002. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823133234NAL0011266320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oec Graphics, Inc.
- EIN
- 39-1300300
- Plan number
- 002
- Location
- Oshkosh, WI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,460,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,460,989
- Employer contributions
- $173,616
- Participant contributions
- $1,140,066
- Total income / additions
- $6,227,118
- Benefits paid
- $1,895,529
- Administrative expenses
- $84,483
- Total expenses
- $2,002,982
- Net increase / (decrease)
- $4,224,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $48,351 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,051 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $10,485 | not reported in the loaded dataset |
| Premier Retirement Partners | CONTRACT ADMIN | $7,624 | not reported in the loaded dataset |
| Ifp Advisors Inc | INVESTMENT ADVISOR | $4,081 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $1,551 | not reported in the loaded dataset |