2023 Form 5500 filing — Optical Cable Corporation Employees' 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 20241007125931NAL0016081073002) for Optical Cable Corporation Employees' 401(K) Plan, reported by Optical Cable Corporation under EIN 54-1237042 and plan number 003. It reports 361 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)$18.7MReported net assets$18,660,725

Participants361

Provider compensation$41.3K2 Schedule C row(s)$41,259

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007125931NAL0016081073002
Plan sponsor: Optical Cable Corporation
EIN: 54-1237042
Plan number: 003
Location: Roanoke, VA
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)$18.7M total assets

Net assets$18.7MLiabilities—

Money in vs. money out

Total income / additions$3.5M

Total expenses$1.5M

Benefits paid / distributions$1.5M

Contributions

Employer$52.2K

Participant$905.6K

Full reported line items

Total assets (EOY): $18,660,725
Net assets (EOY): $18,660,725
Employer contributions: $52,218
Participant contributions: $905,570
Total income / additions: $3,486,530
Benefits paid: $1,450,559
Administrative expenses: $41,259
Total expenses: $1,507,832
Net increase / (decrease): $1,978,698

Schedule C

Reported service provider compensation

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

1
Creative Planning, Inc.$33.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $33.1K
2
Principal Life Insurance Company$8.1K
CONTRACT ADMINISTRATOR · Direct $8.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007125931NAL0016081073002 cover?: It is the 2023 Form 5500 filing for Optical Cable Corporation Employees' 401(K) Plan, reported by Optical Cable Corporation (EIN 54-1237042).
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).