2023 Form 5500 filing — Omega Electric Construction Company, 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 20241001083017NAL0006513937001) for Omega Electric Construction Company, Inc. 401(K) Profit Sharing Plan, reported by Omega Electric Construction Company, Inc. under EIN 04-2425819 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001083017NAL0006513937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omega Electric Construction Company, Inc.
- EIN
- 04-2425819
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,243,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,243,449
- Employer contributions
- $225,325
- Participant contributions
- $308,949
- Total income / additions
- $1,521,596
- Benefits paid
- $954,741
- Administrative expenses
- $40,149
- Total expenses
- $994,890
- Net increase / (decrease)
- $526,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $19,611 | not reported in the loaded dataset |
| Bilodeau Wells & Co., P.C. | AUDITOR | $10,300 | not reported in the loaded dataset |
| Future Planning Associates, Inc. | TPA | $8,950 | not reported in the loaded dataset |