2023 Form 5500 filing — Odw Logistics, Inc. 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 20241011093253NAL0010773011001) for Odw Logistics, Inc. 401(K) Retirement Plan, reported by Odw Logistics, Inc. under EIN 31-0807991 and plan number 001. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093253NAL0010773011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Odw Logistics, Inc.
- EIN
- 31-0807991
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 1,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,214,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,214,688
- Employer contributions
- $1,501,051
- Participant contributions
- $2,995,501
- Total income / additions
- $8,223,305
- Benefits paid
- $1,635,993
- Administrative expenses
- $127,013
- Total expenses
- $1,764,213
- Net increase / (decrease)
- $6,459,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $93,197 | not reported in the loaded dataset |
| Everhart Financial Group Inc | ADVISOR | $33,816 | not reported in the loaded dataset |