O'Hara Corporation 401(K) Savings And Investment Plan — Form 5500 plan (O'Hara Corporation)
Plain-English plan 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, O'Hara Corporation 401(K) Savings And Investment Plan is a benefit plan reported by O'Hara Corporation under EIN 01-0314950 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $19,508,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Hara Corporation
- EIN
- 01-0314950
- Plan number
- 001
- Plan type
- 2
- Location
- Rockland, ME
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $19,508,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20241015134512NAL0016520531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,508,976
- Total liabilities (EOY)
- $23,120
- Net assets (EOY)
- $19,485,856
- Net assets (BOY)
- $17,618,256
Income & contributions
- Employer contributions
- $575,513
- Participant contributions
- $1,348,054
- Total contributions
- $1,923,572
- Total income / additions
- $5,292,263
Expenses & distributions
- Benefits paid
- $3,333,325
- Administrative expenses
- $68,218
- Total expenses
- $3,424,663
- Net increase / (decrease)
- $1,867,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $52,876 | $0 | 2023 |
| Guidance Point Retirement Services | NONE | $15,342 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,966 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Hara Corporation
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Rockland, ME
- Epic Retirement Plan Services — Schedule C compensation
- Guidance Point Retirement Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation