2023 Form 5500 filing — Otis Products, Inc. 401(K) Safe Harbor 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 20241016144209NAL0015888115001) for Otis Products, Inc. 401(K) Safe Harbor Plan, reported by Otis Products, Inc. Dba Otis Technology, Inc. under EIN 16-1367664 and plan number 001. It reports 112 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)$12.2MReported net assets$12,162,341
Participants112
Provider compensation$74.2K2 Schedule C row(s)$74,235
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241016144209NAL0015888115001
Plan sponsor
Otis Products, Inc. Dba Otis Technology, Inc.
EIN
16-1367664
Plan number
001
Location
Lyons Falls, NY
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)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$667.9K
Benefits paid / distributions$593.6K
Contributions
Employer$115.8K
Participant$350.5K
Full reported line items
Total assets (EOY)
$12,162,341
Total liabilities (EOY)
$0
Net assets (EOY)
$12,162,341
Employer contributions
$115,840
Participant contributions
$350,520
Total income / additions
$1,732,799
Benefits paid
$593,628
Administrative expenses
$74,235
Total expenses
$667,863
Net increase / (decrease)
$1,064,936
Schedule C

Reported service provider compensation

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

  1. 1
    THIRD PARTY ADMIN · Direct $39.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $34.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016144209NAL0015888115001 cover?
It is the 2023 Form 5500 filing for Otis Products, Inc. 401(K) Safe Harbor Plan, reported by Otis Products, Inc. Dba Otis Technology, Inc. (EIN 16-1367664).
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