Oswego Industries, Inc. Retirement Plan — Form 5500 plan (Oswego Industries, Inc.)
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, Oswego Industries, Inc. Retirement Plan is a benefit plan reported by Oswego Industries, Inc. under EIN 16-2197163 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $4,838,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oswego Industries, Inc.
- EIN
- 16-2197163
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, NY
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $4,838,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H | 20241014095636NAL0013091651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,838,299
- Total liabilities (EOY)
- $145
- Net assets (EOY)
- $4,838,154
- Net assets (BOY)
- $4,709,950
Income & contributions
- Employer contributions
- $51,697
- Participant contributions
- $87,548
- Total contributions
- $139,245
- Total income / additions
- $746,819
Expenses & distributions
- Benefits paid
- $615,125
- Administrative expenses
- $1,675
- Total expenses
- $618,615
- Net increase / (decrease)
- $128,204
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.