2023 Form 5500 filing — Omega Industries, Inc. 401(K) Profit Sharing Plan & Trust

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 20251222135241NAL0022162034001) for Omega Industries, Inc. 401(K) Profit Sharing Plan & Trust, reported by Omega Industries, Inc. under EIN 91-1633662 and plan number 001. It reports 221 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)$2.8MReported net assets$2,844,009
Participants221
Provider compensation$17.1K3 Schedule C row(s)$17,068
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251222135241NAL0022162034001
Plan sponsor
Omega Industries, Inc.
EIN
91-1633662
Plan number
001
Location
Vancouver, WA
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$536.5K
Total expenses$115.4K
Benefits paid / distributions$101K
Contributions
Employer$73.8K
Participant$129.1K
Full reported line items
Total assets (EOY)
$2,844,009
Total liabilities (EOY)
$0
Net assets (EOY)
$2,844,009
Employer contributions
$73,798
Participant contributions
$129,090
Total income / additions
$536,542
Benefits paid
$100,998
Administrative expenses
$17,068
Total expenses
$115,405
Net increase / (decrease)
$421,137
Schedule C

Reported service provider compensation

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

  1. 1
    CONSULTANT · Direct $12.6K
  2. 2
    INVESTMENT MGMT · Direct $3.2K
  3. 3
    RECORDKEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251222135241NAL0022162034001 cover?
It is the 2023 Form 5500 filing for Omega Industries, Inc. 401(K) Profit Sharing Plan & Trust, reported by Omega Industries, Inc. (EIN 91-1633662).
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