2023 Form 5500 filing — Osi Industries, LLC Profit Sharing And Employees Savings 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 20241015130031NAL0028501761001) for Osi Industries, LLC Profit Sharing And Employees Savings Plan, reported by Osi Industries, LLC under EIN 52-2399960 and plan number 002. It reports 2,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130031NAL0028501761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osi Industries, LLC
- EIN
- 52-2399960
- Plan number
- 002
- Location
- Aurora, IL
- Participants
- 2,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,816,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,816,025
- Employer contributions
- $4,094,093
- Participant contributions
- $8,486,336
- Total income / additions
- $28,827,415
- Benefits paid
- $10,526,592
- Administrative expenses
- $280,700
- Total expenses
- $10,810,899
- Net increase / (decrease)
- $18,016,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $270,700 | not reported in the loaded dataset |
| Oneamerica Inv Advisory Svcs LLC | NONE | $10,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |