Oberc & Associates LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Oberc & Associates LLC)
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, Oberc & Associates LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Oberc & Associates LLC under EIN 20-3405788 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $86,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oberc & Associates LLC
- EIN
- 20-3405788
- Plan number
- 001
- Plan type
- 2
- Location
- West Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $86,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240725090620NAL0023660960001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $86,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,020
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $24,499
- Participant contributions
- $55,071
- Total income / additions
- $86,209
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $189
- Total expenses
- $189
- Net increase / (decrease)
- $86,020
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.