2023 Form 5500 filing — Osco Industries, 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 20241014121824NAL0045919472001) for Osco Industries, Inc. 401(K) Profit Sharing Plan, reported by Osco Industries, Inc. under EIN 31-4271610 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121824NAL0045919472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osco Industries, Inc.
- EIN
- 31-4271610
- Plan number
- 001
- Location
- Portsmouth, OH
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,400,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,400,295
- Employer contributions
- $1,164,763
- Participant contributions
- $227,148
- Total income / additions
- $7,345,524
- Benefits paid
- $3,361,974
- Administrative expenses
- $84,545
- Total expenses
- $3,452,872
- Net increase / (decrease)
- $3,892,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $9,598 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,351 | not reported in the loaded dataset |