2023 Form 5500 filing — Owner Revolution Inc. Employee Stock Ownership And 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 20250815171058NAL0014652672001) for Owner Revolution Inc. Employee Stock Ownership And Savings Plan, reported by Owner Revolution Inc. under EIN 42-1303831 and plan number 001. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,415,485
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250815171058NAL0014652672001
Plan sponsor
Owner Revolution Inc.
EIN
42-1303831
Plan number
001
Location
West Des Moines, IA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.2M total assets
Net assets$2.4MLiabilities$2.8M
Money in vs. money out
Total income / additions$202.1K
Total expenses$85.8K
Benefits paid / distributions$22.4K
Contributions
Employer$120.3K
Participant$55.1K
Full reported line items
Total assets (EOY)
$5,237,860
Total liabilities (EOY)
$2,822,375
Net assets (EOY)
$2,415,485
Employer contributions
$120,324
Participant contributions
$55,114
Total income / additions
$202,090
Benefits paid
$22,408
Total expenses
$85,784
Net increase / (decrease)
$116,306

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250815171058NAL0014652672001 cover?
It is the 2023 Form 5500 filing for Owner Revolution Inc. Employee Stock Ownership And Savings Plan, reported by Owner Revolution Inc. (EIN 42-1303831).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages