2023 Form 5500 filing — Omega Engineering 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 20250121161900NAL0005577824001) for Omega Engineering 401(K) Plan, reported by Omega Engineering Inc. under EIN 06-6041011 and plan number 002. It reports 663 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)$49MReported net assets$48,984,817
Participants663
Provider compensation$33.4K2 Schedule C row(s)$33,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250121161900NAL0005577824001
Plan sponsor
Omega Engineering Inc.
EIN
06-6041011
Plan number
002
Location
Norwalk, CT
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)$49M total assets
Net assets$49MLiabilities$0
Money in vs. money out
Total income / additions$12M
Total expenses$11.9M
Benefits paid / distributions$11.9M
Contributions
Employer$969.1K
Participant$2.3M
Full reported line items
Total assets (EOY)
$48,984,817
Total liabilities (EOY)
$0
Net assets (EOY)
$48,984,817
Employer contributions
$969,079
Participant contributions
$2,272,494
Total income / additions
$12,033,767
Benefits paid
$11,908,705
Administrative expenses
$33,418
Total expenses
$11,943,900
Net increase / (decrease)
$89,867

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$31,664$0
Empower Advisory Group, LLCINVESTMENT MGMT$1,754not reported in the loaded dataset

Related Form 5500 pages