2023 Form 5500 filing — Outsourced Associates & Staffing 401k 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 20240829050739NAL0013121153001) for Outsourced Associates & Staffing 401k Plan, reported by Outsourced Associates & Staffing under EIN 45-4880429 and plan number 001. It reports 382 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)$8.3MReported net assets$8,346,223
Participants382
Provider compensation$49.7K3 Schedule C row(s)$49,745
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829050739NAL0013121153001
Plan sponsor
Outsourced Associates & Staffing
EIN
45-4880429
Plan number
001
Location
Salt Lake City, UT
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$995K
Benefits paid / distributions$939.8K
Contributions
Employer$506.3K
Participant$1.9M
Full reported line items
Total assets (EOY)
$8,346,223
Total liabilities (EOY)
$0
Net assets (EOY)
$8,346,223
Employer contributions
$506,313
Participant contributions
$1,920,049
Total income / additions
$4,021,425
Benefits paid
$939,836
Administrative expenses
$49,746
Total expenses
$994,980
Net increase / (decrease)
$3,026,445

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adams Wealth ManagementINVESTMENT/FINANCIAL ADVI$37,678$0
Foresight Wealth ManagementINVESTMENT/FINANCIAL ADVI$6,404$0
Adp, Inc.RECORD KEEPER$5,663$0

Related Form 5500 pages