Ovzon LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ovzon 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, Ovzon LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ovzon LLC under EIN 26-0659108 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $2,116,392 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1MPlan net assets, end of year$2,116,392
Participants18Covered participants reported
Assets / participant$117.6KComputed: assets ÷ participants$117,577 (computed)
Provider compensationNone reported
Plan sponsor
Ovzon LLC
EIN
26-0659108
Plan number
001
Plan type
2
Location
Herndon, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    18 participants · 2Sch I
    View filing →
Schedule I · 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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$701K
Total expenses$135.3K
Benefits paid / distributions$123.7K
Contributions
Employer$175K
Participant$238.9K
Full reported line items

Net assets

Total assets (EOY)
$2,116,392
Total liabilities (EOY)
$0
Net assets (EOY)
$2,116,392
Net assets (BOY)
$1,550,770

Income & contributions

Employer contributions
$175,014
Participant contributions
$238,858
Total income / additions
$700,956

Expenses & distributions

Benefits paid
$123,705
Administrative expenses
$2,212
Total expenses
$135,334
Net increase / (decrease)
$565,622
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Ovzon LLC 401(K) Profit Sharing Plan And Trust?
Ovzon LLC 401(K) Profit Sharing Plan And Trust is reported as sponsored by Ovzon LLC (EIN 26-0659108, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ovzon LLC 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Ovzon LLC 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Ovzon LLC 401(K) Profit Sharing Plan And Trust report?
Ovzon LLC 401(K) Profit Sharing Plan And Trust reports 18 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ovzon LLC 401(K) Profit Sharing Plan And Trust?
Ovzon LLC 401(K) Profit Sharing Plan And Trust reports $2,116,392 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages