2023 Form 5500 filing — Owen-Adams, Inc. Dba Overhead Door Company Of Dallas-Residential 401(K)

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 20241008115424NAL0028487904001) for Owen-Adams, Inc. Dba Overhead Door Company Of Dallas-Residential 401(K), reported by Owen-Adams Inc Dba Overhead Door Company under EIN 47-2655277 and plan number 001. It reports 177 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)$15.4MReported net assets$15,356,918
Participants177
Provider compensation$48.1K1 Schedule C row(s)$48,137
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008115424NAL0028487904001
Plan sponsor
Owen-Adams Inc Dba Overhead Door Company
EIN
47-2655277
Plan number
001
Location
Carrollton, TX
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)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$445.4K
Participant$978.4K
Full reported line items
Total assets (EOY)
$15,356,918
Total liabilities (EOY)
$0
Net assets (EOY)
$15,356,918
Employer contributions
$445,417
Participant contributions
$978,414
Total income / additions
$3,434,007
Benefits paid
$1,298,254
Administrative expenses
$48,137
Total expenses
$1,346,391
Net increase / (decrease)
$2,087,616
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $48.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008115424NAL0028487904001 cover?
It is the 2023 Form 5500 filing for Owen-Adams, Inc. Dba Overhead Door Company Of Dallas-Residential 401(K), reported by Owen-Adams Inc Dba Overhead Door Company (EIN 47-2655277).
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