2023 Form 5500 filing — Earl Owen Company, 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 20251112094004NAL0000012337001) for Earl Owen Company, Inc. 401(K) Profit Sharing Plan, reported by Earl Owen Company, Inc. under EIN 75-1548733 and plan number 001. It reports 154 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)$1.6MReported net assets$1,550,659
Participants154
Provider compensation$74.8K3 Schedule C row(s)$74,840
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251112094004NAL0000012337001
Plan sponsor
Earl Owen Company, Inc.
EIN
75-1548733
Plan number
001
Location
Carrollton, TX
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$11.9M
Benefits paid / distributions$11.8M
Contributions
Employer$299.1K
Participant$282.1K
Full reported line items
Total assets (EOY)
$1,550,659
Total liabilities (EOY)
$0
Net assets (EOY)
$1,550,659
Employer contributions
$299,093
Participant contributions
$282,131
Total income / additions
$1,847,847
Benefits paid
$11,838,580
Administrative expenses
$74,842
Total expenses
$11,927,379
Net increase / (decrease)
-$10,079,532
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $56.5K · Indirect $0
  2. 2
    ACCOUNTANT · Direct $11.5K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251112094004NAL0000012337001 cover?
It is the 2023 Form 5500 filing for Earl Owen Company, Inc. 401(K) Profit Sharing Plan, reported by Earl Owen Company, Inc. (EIN 75-1548733).
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