2023 Form 5500 filing — O'Brien Group 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 20241008084918NAL0028197680001) for O'Brien Group 401(K) Plan, reported by O'Brien Steel Service Co. under EIN 37-0991960 and plan number 333. It reports 477 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)$24MReported net assets$23,956,447
Participants477
Provider compensation$42.7K3 Schedule C row(s)$42,749
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008084918NAL0028197680001
Plan sponsor
O'Brien Steel Service Co.
EIN
37-0991960
Plan number
333
Location
Peoria, IL
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)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$707.1K
Participant$1.5M
Full reported line items
Total assets (EOY)
$23,956,447
Total liabilities (EOY)
$0
Net assets (EOY)
$23,956,447
Employer contributions
$707,063
Participant contributions
$1,477,896
Total income / additions
$5,734,941
Benefits paid
$2,109,750
Administrative expenses
$30,511
Total expenses
$2,140,261
Net increase / (decrease)
$3,594,680
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $30.5K
  2. 2
    CUSTODIAN · Direct $0 · Indirect $12.2K
  3. 3
    CUSTODIAN · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008084918NAL0028197680001 cover?
It is the 2023 Form 5500 filing for O'Brien Group 401(K) Plan, reported by O'Brien Steel Service Co. (EIN 37-0991960).
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