2023 Form 5500 filing — Oates Associates, Inc. Employee Stock Ownership 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 20241014084947NAL0045366544001) for Oates Associates, Inc. Employee Stock Ownership Plan, reported by Oates Associates, Inc. under EIN 37-1256935 and plan number 002. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014084947NAL0045366544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oates Associates, Inc.
- EIN
- 37-1256935
- Plan number
- 002
- Location
- Collinsville, IL
- Participants
- 74
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,959,111
- Total liabilities (EOY)
- $1,890,000
- Net assets (EOY)
- $69,111
- Employer contributions
- $191,583
- Total income / additions
- $1,798,650
- Total expenses
- $86,583
- Net increase / (decrease)
- $1,712,067
- Schedule source
- Schedule I