2023 Form 5500 filing — Oaks Employees' 401(K) Profit Sharing

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 20240912155938NAL0008784577001) for Oaks Employees' 401(K) Profit Sharing, reported by Oaks Precision Fabricating, Inc. under EIN 76-0143595 and plan number 002. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,595,932
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912155938NAL0008784577001
Plan sponsor
Oaks Precision Fabricating, Inc.
EIN
76-0143595
Plan number
002
Location
Houston, TX
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$558.1K
Total expenses$3.8K
Benefits paid / distributions$3.8K
Contributions
Employer$92.7K
Participant$178.7K
Full reported line items
Total assets (EOY)
$5,595,932
Total liabilities (EOY)
$0
Net assets (EOY)
$5,595,932
Employer contributions
$92,708
Participant contributions
$178,656
Total income / additions
$558,119
Benefits paid
$3,762
Administrative expenses
$0
Total expenses
$3,762
Net increase / (decrease)
$554,357

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912155938NAL0008784577001 cover?
It is the 2023 Form 5500 filing for Oaks Employees' 401(K) Profit Sharing, reported by Oaks Precision Fabricating, Inc. (EIN 76-0143595).
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