2023 Form 5500 filing — Oyo Corporation U.S.A. Employees' 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 20241009080136NAL0018888417001) for Oyo Corporation U.S.A. Employees' 401(K) Retirement Plan, reported by Oyo Corporation U.S.A. under EIN 76-0055223 and plan number 001. It reports 316 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)$51.5MReported net assets$51,525,296
Participants316
Provider compensation$129.9K4 Schedule C row(s)$129,931
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009080136NAL0018888417001
Plan sponsor
Oyo Corporation U.S.A.
EIN
76-0055223
Plan number
001
Location
Pasadena, CA
Received date
not reported in the loaded dataset
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)$51.5M total assets
Net assets$51.5MLiabilities$18.7K
Money in vs. money out
Total income / additions$9.9M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$739.6K
Participant$2.3M
Full reported line items
Total assets (EOY)
$51,544,032
Total liabilities (EOY)
$18,736
Net assets (EOY)
$51,525,296
Employer contributions
$739,607
Participant contributions
$2,267,013
Total income / additions
$9,928,072
Benefits paid
$2,376,743
Administrative expenses
$110,367
Total expenses
$2,487,110
Net increase / (decrease)
$7,440,962

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bok Financial Asset Mgmt IncNONE$98,884$0
Charles Schwab Trust BankNONE$0$19,152
Gould Asset Management LLCNONE$11,482not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$413not reported in the loaded dataset

Related Form 5500 pages