2023 Form 5500 filing — Osmose 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 20241003150645NAL0005803651001) for Osmose 401(K) Plan, reported by Osmose Utilities Services, Inc. under EIN 35-2175310 and plan number 002. It reports 3,483 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)$178.1MReported net assets$178,123,645
Participants3.5K3,483
Provider compensation$340.1K3 Schedule C row(s)$340,091
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003150645NAL0005803651001
- Plan sponsor
- Osmose Utilities Services, Inc.
- EIN
- 35-2175310
- Plan number
- 002
- Location
- Peachtree City, GA
- Received date
- not reported in the loaded dataset
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)$178.1M total assets
Net assets$178.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $178,123,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,123,645
- Employer contributions
- $5,136,163
- Participant contributions
- $12,671,230
- Total income / additions
- $52,769,458
- Benefits paid
- $26,282,602
- Administrative expenses
- $340,091
- Total expenses
- $26,679,317
- Net increase / (decrease)
- $26,090,141
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $221,930 | $0 |
| Creative Planning | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $45,661 | not reported in the loaded dataset |