Owens, Renz And Lee 401(K) Profit Sharing Plan — Form 5500 plan (Owens, Renz And Lee)
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, Owens, Renz And Lee 401(K) Profit Sharing Plan is a benefit plan reported by Owens, Renz And Lee under EIN 06-1300465 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $2,557,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owens, Renz And Lee
- EIN
- 06-1300465
- Plan number
- 001
- Plan type
- 2
- Location
- Branford, CT
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $2,557,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20241015154708NAL0015003923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,557,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,557,433
- Net assets (BOY)
- $2,303,368
Income & contributions
- Employer contributions
- $66,932
- Participant contributions
- $293,430
- Total contributions
- $391,335
- Total income / additions
- $667,621
Expenses & distributions
- Benefits paid
- $377,937
- Administrative expenses
- $15,352
- Total expenses
- $413,556
- Net increase / (decrease)
- $254,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasi LLC | NONE | $12,737 | $2,375 | 2023 |
| Empower Advisory Group | NONE | $1,445 | not reported in the loaded dataset | 2023 |
| Pasi Investments, LLC | NONE | $1,170 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Owens, Renz And Lee
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Branford, CT
- Pasi LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Pasi Investments, LLC — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation