2023 Form 5500 filing — Owen Brothers / Southeastern Paperboard 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 20260218160756NAL0009249267001) for Owen Brothers / Southeastern Paperboard 401(K) Profit Sharing Plan, reported by Owen Brothers, Inc. under EIN 58-1364922 and plan number 001. It reports 242 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)$2.2MReported net assets$2,168,488
Participants242
Provider compensation$53.9K4 Schedule C row(s)$53,904
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260218160756NAL0009249267001
- Plan sponsor
- Owen Brothers, Inc.
- EIN
- 58-1364922
- Plan number
- 001
- Location
- Piedmont, SC
- 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)$2.2M total assets
Net assets$2.2MLiabilities$1.5K
Full reported line items
- Total assets (EOY)
- $2,169,988
- Total liabilities (EOY)
- $1,500
- Net assets (EOY)
- $2,168,488
- Employer contributions
- $0
- Participant contributions
- $89,232
- Total income / additions
- $442,125
- Benefits paid
- $149,245
- Administrative expenses
- $53,904
- Total expenses
- $203,149
- Net increase / (decrease)
- $238,976
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kassouf Retirement Plan Serv, LLC | NONE | $21,552 | not reported in the loaded dataset |
| Nicholas, Cauley & Associates, LLC | NONE | $17,771 | not reported in the loaded dataset |
| Bam Advisor Services, LLC | NONE | $13,714 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $867 | $0 |