2023 Form 5500 filing — Oliver Sprinkler Co., Inc. 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 20241015073508NAL0046926480001) for Oliver Sprinkler Co., Inc. Profit Sharing Plan, reported by Oliver Sprinkler Co., Inc. under EIN 23-1711827 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073508NAL0046926480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oliver Sprinkler Co., Inc.
- EIN
- 23-1711827
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,562,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,562,668
- Employer contributions
- $1,769,049
- Total income / additions
- $3,842,668
- Benefits paid
- $1,215,654
- Administrative expenses
- $134,951
- Total expenses
- $1,372,973
- Net increase / (decrease)
- $2,469,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concentus Wealth Advisors | INVESTMENT MANAGEMENT | $106,757 | not reported in the loaded dataset |
| Cbiz Cpas Pc | AUDITOR | $16,000 | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT MANAGEMENT | $8,743 | not reported in the loaded dataset |
| Snap Tpa LLC | RECORDKEEPER | $3,450 | not reported in the loaded dataset |