2023 Form 5500 filing — Oswego Industries, Inc. 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 20241014095636NAL0013091651001) for Oswego Industries, Inc. Retirement Plan, reported by Oswego Industries, Inc. under EIN 16-2197163 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,838,154
Participants162
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241014095636NAL0013091651001
- Plan sponsor
- Oswego Industries, Inc.
- EIN
- 16-2197163
- Plan number
- 001
- Location
- Fulton, NY
- 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)$4.8M total assets
Net assets$4.8MLiabilities$145
Full reported line items
- Total assets (EOY)
- $4,838,299
- Total liabilities (EOY)
- $145
- Net assets (EOY)
- $4,838,154
- Employer contributions
- $51,697
- Participant contributions
- $87,548
- Total income / additions
- $746,819
- Benefits paid
- $615,125
- Administrative expenses
- $1,675
- Total expenses
- $618,615
- Net increase / (decrease)
- $128,204