2023 Form 5500 filing — Oliver Technologies, Inc. 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 20240829153829NAL0029689346004) for Oliver Technologies, Inc. 401k Plan, reported by Oliver Technologies, Inc. under EIN 20-0223480 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829153829NAL0029689346004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oliver Technologies, Inc.
- EIN
- 20-0223480
- Plan number
- 001
- Location
- Hohenwald, TN
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,280,452
- Net assets (EOY)
- $8,280,452
- Employer contributions
- $759,901
- Participant contributions
- $530,336
- Total income / additions
- $2,383,642
- Benefits paid
- $680,303
- Administrative expenses
- $53,134
- Total expenses
- $733,746
- Net increase / (decrease)
- $1,649,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,884 | $0 |
| Ata Cpas And Advisors Pllc | AUDITOR | $8,250 | not reported in the loaded dataset |