2023 Form 5500 filing — Otter Products, LLC 401(K) 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 20241003112657NAL0005677203004) for Otter Products, LLC 401(K) Plan, reported by Otter Products, LLC under EIN 84-1304473 and plan number 002. It reports 1,250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003112657NAL0005677203004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otter Products, LLC
- EIN
- 84-1304473
- Plan number
- 002
- Location
- Fort Collins, CO
- Participants
- 1,250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,381,072
- Net assets (EOY)
- $74,381,072
- Employer contributions
- $2,570,404
- Participant contributions
- $5,158,391
- Total income / additions
- $22,528,487
- Benefits paid
- $18,821,325
- Administrative expenses
- $115,830
- Total expenses
- $18,937,155
- Net increase / (decrease)
- $3,591,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $56,243 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,840 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $28,916 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |