2023 Form 5500 filing — Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust

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 20241007064011NAL0008695587001) for Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust, reported by Oec Freight New York Inc. under EIN 11-3383302 and plan number 001. It reports 507 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)$21.5MReported net assets$21,523,670

Participants507

Provider compensation$119.2K3 Schedule C row(s)$119,229

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007064011NAL0008695587001
Plan sponsor: Oec Freight New York Inc.
EIN: 11-3383302
Plan number: 001
Location: Rosedale, NY
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)$21.5M total assets

Net assets$21.5MLiabilities$0

Money in vs. money out

Total income / additions$6.4M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$649.5K

Participant$2.3M

Full reported line items

Total assets (EOY): $21,523,670
Total liabilities (EOY): $0
Net assets (EOY): $21,523,670
Employer contributions: $649,534
Participant contributions: $2,336,235
Total income / additions: $6,381,682
Benefits paid: $1,417,801
Administrative expenses: $52,578
Total expenses: $1,471,889
Net increase / (decrease): $4,909,793

Schedule C

Reported service provider compensation

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

1
Merrill Lynch Pierce Fenner & Smith$66.7K
INVESTMENT ADVISOR · Direct $0 · Indirect $66.7K
2
Adp, Inc.$52.6K
RECORD KEEPER · Direct $52.6K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007064011NAL0008695587001 cover?: It is the 2023 Form 5500 filing for Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust, reported by Oec Freight New York Inc. (EIN 11-3383302).
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).