2023 Form 5500 filing — Otr Wheel Engineering, Inc. 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 20241010092245NAL0009849987001) for Otr Wheel Engineering, Inc. 401(K) Plan, reported by Otr Wheel Engineering, Inc. under EIN 58-1862442 and plan number 001. It reports 580 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)$18.2MReported net assets$18,187,995
Participants580
Provider compensation$78.6K4 Schedule C row(s)$78,631
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010092245NAL0009849987001
Plan sponsor
Otr Wheel Engineering, Inc.
EIN
58-1862442
Plan number
001
Location
Rome, GA
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)$18.2M total assets
Net assets$18.2MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$791.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$18,187,995
Total liabilities (EOY)
$0
Net assets (EOY)
$18,187,995
Employer contributions
$791,468
Participant contributions
$1,497,862
Total income / additions
$4,872,580
Benefits paid
$1,102,804
Administrative expenses
$78,631
Total expenses
$1,200,846
Net increase / (decrease)
$3,671,734
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $43.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $30K
  3. 3
    INVESTMENT MGMT · Direct $4.5K
  4. 4
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010092245NAL0009849987001 cover?
It is the 2023 Form 5500 filing for Otr Wheel Engineering, Inc. 401(K) Plan, reported by Otr Wheel Engineering, Inc. (EIN 58-1862442).
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