2023 Form 5500 filing — Oakbrook Corporation Salary Deferral 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 20241001085355NAL0011220640001) for Oakbrook Corporation Salary Deferral Profit Sharing Plan, reported by Oakbrook Corporation under EIN 39-1591030 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,484,966
Participants346
Provider compensation$9841 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001085355NAL0011220640001
Plan sponsor
Oakbrook Corporation
EIN
39-1591030
Plan number
001
Location
Madison, WI
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$737.1K
Benefits paid / distributions$736.2K
Contributions
Employer$283K
Participant$754.7K
Full reported line items
Total assets (EOY)
$11,484,966
Total liabilities (EOY)
$0
Net assets (EOY)
$11,484,966
Employer contributions
$283,004
Participant contributions
$754,670
Total income / additions
$2,565,925
Benefits paid
$736,164
Administrative expenses
$984
Total expenses
$737,148
Net increase / (decrease)
$1,828,777
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $984 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001085355NAL0011220640001 cover?
It is the 2023 Form 5500 filing for Oakbrook Corporation Salary Deferral Profit Sharing Plan, reported by Oakbrook Corporation (EIN 39-1591030).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages