2023 Form 5500 filing — Ownersedge, Inc. 401(K) Profit Sharing 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 20241010105631NAL0039802162001) for Ownersedge, Inc. 401(K) Profit Sharing Plan, reported by Ownersedge, Inc. under EIN 47-2035141 and plan number 001. It reports 374 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)$20.5MReported net assets$20,540,513
Participants374
Provider compensation$56.8K2 Schedule C row(s)$56,780
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010105631NAL0039802162001
- Plan sponsor
- Ownersedge, Inc.
- EIN
- 47-2035141
- Plan number
- 001
- Location
- Waukesha, WI
- 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)$20.5M total assets
Net assets$20.5MLiabilities$3.4K
Full reported line items
- Total assets (EOY)
- $20,543,943
- Total liabilities (EOY)
- $3,430
- Net assets (EOY)
- $20,540,513
- Employer contributions
- $2,777
- Participant contributions
- $1,477,735
- Total income / additions
- $4,983,418
- Benefits paid
- $2,672,932
- Administrative expenses
- $56,780
- Total expenses
- $2,753,192
- Net increase / (decrease)
- $2,230,226
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors, Inc. | NONE | $28,937 | $0 |
| Alerus Financial N.A. | NONE | $27,843 | $0 |