Oliver Technologies, Inc. 401k Plan — Form 5500 plan (Oliver Technologies, 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, Oliver Technologies, Inc. 401k Plan is a benefit plan reported by Oliver Technologies, Inc. under EIN 20-0223480 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $8,280,452 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,280,452
Participants423Covered participants reported
Assets / participant$19.6KComputed: assets ÷ participants$19,576 (computed)
Provider compensation$53.1K2 Schedule C provider row(s)$53,134
- Plan sponsor
- Oliver Technologies, Inc.
- EIN
- 20-0223480
- Plan number
- 001
- Plan type
- 2
- Location
- Hohenwald, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20240829153829NAL0029689346004 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,280,452
- Net assets (EOY)
- $8,280,452
- Net assets (BOY)
- $6,630,556
Income & contributions
- Employer contributions
- $759,901
- Participant contributions
- $530,336
- Total contributions
- $1,290,237
- Total income / additions
- $2,383,642
Expenses & distributions
- Benefits paid
- $680,303
- Administrative expenses
- $53,134
- Total expenses
- $733,746
- Net increase / (decrease)
- $1,649,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,884 | $0 | 2023 |
| Ata Cpas And Advisors Pllc | AUDITOR | $8,250 | not reported in the loaded dataset | 2023 |