2023 Form 5500 filing — Ontario Refrigeration Service, 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 20241015202333NAL0051247488001) for Ontario Refrigeration Service, Inc. 401(K) Profit Sharing Plan, reported by Ontario Refrigeration Service, Inc. under EIN 95-2750584 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202333NAL0051247488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ontario Refrigeration Service, Inc.
- EIN
- 95-2750584
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,383,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,383,992
- Employer contributions
- $590,725
- Participant contributions
- $1,780,540
- Total income / additions
- $6,662,163
- Benefits paid
- $3,910,828
- Administrative expenses
- $110,519
- Total expenses
- $4,049,574
- Net increase / (decrease)
- $2,612,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasadena Private Wealth Inc | INVESTMENT ADVISOR | $57,265 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER ADVISOR | $38,556 | $0 |
| Ascensus Holding Inc Dba Futureplan | TPA | $7,595 | $10,000 |
| Empower Advisory Group LLC | INVESTMENT ADMINISTRATOR | $13,249 | not reported in the loaded dataset |