Ongweoweh Corp. 401(K) Plan — Form 5500 plan (Ongweoweh Corp.)
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, Ongweoweh Corp. 401(K) Plan is a benefit plan reported by Ongweoweh Corp. under EIN 16-1374508 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $5,381,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ongweoweh Corp.
- EIN
- 16-1374508
- Plan number
- 001
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $5,381,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015100537NAL0014368963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,381,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,381,362
- Net assets (BOY)
- $4,304,741
Income & contributions
- Employer contributions
- $134,229
- Participant contributions
- $414,365
- Total contributions
- $1,011,098
- Total income / additions
- $1,700,124
Expenses & distributions
- Benefits paid
- $588,333
- Administrative expenses
- $35,170
- Total expenses
- $623,503
- Net increase / (decrease)
- $1,076,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Rutty & Co Inc | INVESTMENT ADVISOR | $22,423 | $0 | 2023 |
| Rimkus Marciano & Associates, Inc. | CONTACT ADMIN | $11,217 | $2,219 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,530 | $0 | 2023 |