2023 Form 5500 filing — Oatey Co. Profit Sharing Retirement Trust And Savings Incentive 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 20240923100735NAL0006569315001) for Oatey Co. Profit Sharing Retirement Trust And Savings Incentive Plan, reported by Oatey Co. under EIN 34-0434900 and plan number 001. It reports 1,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923100735NAL0006569315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oatey Co.
- EIN
- 34-0434900
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,896,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,896,455
- Employer contributions
- $3,533,812
- Participant contributions
- $6,277,862
- Total income / additions
- $28,985,358
- Benefits paid
- $9,396,511
- Administrative expenses
- $169,792
- Total expenses
- $9,634,596
- Net increase / (decrease)
- $19,350,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting | INVESTMENT ADVISOR | $56,708 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $37,344 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $32,240 | not reported in the loaded dataset |
| Benesch Friedlander Coplan | ATTORNEY/LEGAL | $30,000 | not reported in the loaded dataset |
| Bober Markey Fedorovich | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset |