2023 Form 5500 filing — Overeasy, Inc. 401(K) 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 20241015160136NAL0058597746001) for Overeasy, Inc. 401(K) Plan, reported by Overeasy, Inc. under EIN 51-0570486 and plan number 001. It reports 390 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)$2.8MReported net assets$2,843,436
Participants390
Provider compensation$22.5K2 Schedule C row(s)$22,515
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015160136NAL0058597746001
Plan sponsor
Overeasy, Inc.
EIN
51-0570486
Plan number
001
Location
Rancho Cucamonga, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$929K
Total expenses$188.1K
Benefits paid / distributions$171.4K
Contributions
Employer$208.8K
Participant$333K
Full reported line items
Total assets (EOY)
$2,843,436
Total liabilities (EOY)
$0
Net assets (EOY)
$2,843,436
Employer contributions
$208,782
Participant contributions
$332,991
Total income / additions
$929,046
Benefits paid
$171,383
Administrative expenses
$11,213
Total expenses
$188,072
Net increase / (decrease)
$740,974
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $11.3K
  2. 2
    RECORDKEEPER · Direct $11.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160136NAL0058597746001 cover?
It is the 2023 Form 5500 filing for Overeasy, Inc. 401(K) Plan, reported by Overeasy, Inc. (EIN 51-0570486).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages