2023 Form 5500 filing — Owner-Operator Services 401(K) Pprofit Sharing 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 20241015124514NAL0049451664001) for Owner-Operator Services 401(K) Pprofit Sharing Retirement Plan, reported by Owner-Operator Services, Inc. under EIN 43-1384897 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27MReported net assets$27,006,579
Participants342
Provider compensation$53.6K2 Schedule C row(s)$53,565
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124514NAL0049451664001
- Plan sponsor
- Owner-Operator Services, Inc.
- EIN
- 43-1384897
- Plan number
- 001
- Location
- Grain Valley, MO
- 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)$27M total assets
Net assets$27MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,006,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,006,579
- Employer contributions
- $554,554
- Participant contributions
- $1,322,800
- Total income / additions
- $5,608,403
- Benefits paid
- $1,869,291
- Administrative expenses
- $53,565
- Total expenses
- $1,923,437
- Net increase / (decrease)
- $3,684,966
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $34,994 | $0 |
| Resources Investment Advisors | NONE | $18,571 | not reported in the loaded dataset |