2023 Form 5500 filing — O'Connor Company 401(K) Retirement 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 20241008084257NAL0029404512001) for O'Connor Company 401(K) Retirement Plan, reported by O'Connor Company, Inc. under EIN 46-0332893 and plan number 001. It reports 175 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)$27MReported net assets$27,014,636
Participants175
Provider compensation$39.1K3 Schedule C row(s)$39,061
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008084257NAL0029404512001
Plan sponsor
O'Connor Company, Inc.
EIN
46-0332893
Plan number
001
Location
Sioux Falls, SD
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)$27M total assets
Net assets$27MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$582K
Participant$1.2M
Full reported line items
Total assets (EOY)
$27,014,636
Total liabilities (EOY)
$0
Net assets (EOY)
$27,014,636
Employer contributions
$581,997
Participant contributions
$1,200,809
Total income / additions
$5,003,389
Benefits paid
$1,249,105
Administrative expenses
$38,411
Total expenses
$1,287,516
Net increase / (decrease)
$3,715,873
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.5K · Indirect $0
  2. 2
    AUDITOR · Direct $10.6K
  3. 3
    INVESTMENT ADVISOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008084257NAL0029404512001 cover?
It is the 2023 Form 5500 filing for O'Connor Company 401(K) Retirement Plan, reported by O'Connor Company, Inc. (EIN 46-0332893).
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