2023 Form 5500 filing — Overland West, Inc. 401(K) Profit Sharing 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 20240913100533NAL0009764625001) for Overland West, Inc. 401(K) Profit Sharing Plan, reported by Overland West, Inc. under EIN 87-0440922 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913100533NAL0009764625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Overland West, Inc.
- EIN
- 87-0440922
- Plan number
- 001
- Location
- Ogden, UT
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,881,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,881,647
- Employer contributions
- $2,750,274
- Participant contributions
- $1,139,784
- Total income / additions
- $9,109,385
- Benefits paid
- $7,235,179
- Administrative expenses
- $168,765
- Total expenses
- $7,403,944
- Net increase / (decrease)
- $1,705,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $88,986 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepln | CONTRACT ADMIN | $3,353 | $17,597 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,100 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $1,089 | not reported in the loaded dataset |