Olin Partnership, Ltd. 401(K) Plan — Form 5500 plan (Olin Partnership, Ltd.)

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, Olin Partnership, Ltd. 401(K) Plan is a benefit plan reported by Olin Partnership, Ltd. under EIN 23-2105286 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $14,373,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Olin Partnership, Ltd.
EIN
23-2105286
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
127
End-of-year plan assets
$14,373,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241002094634NAL0008613521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,373,654
Total liabilities (EOY)
$0
Net assets (EOY)
$14,373,654
Net assets (BOY)
$11,871,426

Income & contributions

Employer contributions
$250,759
Participant contributions
$701,431
Total contributions
$967,238
Total income / additions
$2,786,273

Expenses & distributions

Benefits paid
$252,028
Administrative expenses
$32,017
Total expenses
$284,045
Net increase / (decrease)
$2,502,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Trust CompanyRECORDKEEPER$12,142not reported in the loaded dataset2023
The Conestoga GroupRIA$10,619not reported in the loaded dataset2023
Associated Benefit Planners, Ltd.TPA$9,256not reported in the loaded dataset2023

Related Form 5500 pages